me here as you know I'm shik daga so quick activity before we start whoever has your phone handy quick uh you know take your phones out and just scan if you can see scan on Instagram scan national miles everyone quickly see if you can get it it's national miles go ahead scan it please follow [Music] Thank you. What did I just do. This is lesson number one.Never miss out an opportunity for a sale. Always be selling. I mean, this is what we are about.And yeah, do not feel shy at all. What's going to happen. Y ...

Group 1 - Payments giants are expanding into commerce media, with American Express and Mastercard launching competing ad networks within a week [3][6] - American Express reported that its offers segment generated $15 billion in spending last year, primarily from the U.S. market, providing a strong foundation for Amex Ads [4][6] - Early pilots by brands like Marriott and Tumi showed positive results, with Marriott achieving a 300% return on investment and Tumi generating a return on ad spend 30% higher than benchmarks [5][6] Group 2 - Amex Ads leverages first-party data from 34 million U.S. cardholders and includes measurement and brand-safety features [6] - The launch of these ad networks reflects the growing trend of commerce media, where companies utilize first-party customer data to enhance digital advertising monetization [6]

Summary of Southbound Trading Tracking for China/Hong Kong Consumer Sector Industry Overview - The report focuses on the **China/Hong Kong Consumer** sector, specifically analyzing **Southbound trading** trends for major HK-listed consumer stocks during July 2025 and year-to-date (YTD) 2025. Key Findings 1. **Overall Trends in July 2025** - Average Southbound holdings as a percentage of free float increased by **0.8 percentage points (ppt)** month-over-month (MoM) for the **66 major HK-listed consumer stocks** eligible for Connect trading, with **35 under coverage** [1][6] 2. **Year-to-Date Performance** - Average net flows from Southbound trading were up **3.6%** compared to the end of 2024 [2][6] - A total of **41 stocks** recorded inflows, while **25 stocks** experienced outflows, and none showed zero net flows [3][6] 3. **Inflows and Outflows in July** - **27 stocks** recorded inflows, **38 stocks** recorded outflows, and **1 stock** showed zero net flows [2][6] - **Top five stocks with inflows**: - CR Beverage: **20.8ppt** increase - Xiaocaiyuan: **15.2ppt** - Chervon: **9.5ppt** - H&H: **7.3ppt** - Tianli Education: **5.9ppt** [9][10] - **Top five stocks with outflows**: - Jiumaojiu: **-5.0ppt** - CR Beer: **-3.7ppt** - Popmart: **-3.2ppt** - Xtep: **-2.9ppt** - Samsonite: **-2.8ppt** [9][10] 4. **Category Performance** - Various categories such as **Beer, Apparel & Sportswear, Agriculture, Gold, Home Appliance, Home Improvement, Toys, Education, and Luggage** experienced average inflows during July [9][10] - Categories like **Beer, HPC, Home Appliances, Home Improvement, Education, and Luggage** recorded outflows YTD 2025, while other categories had average inflows [9][10] 5. **Detailed Stock Performance** - The report includes detailed statistics on Southbound stakes as a percentage of free float for various companies, highlighting significant changes in investor interest [11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50] Additional Insights - The report emphasizes the importance of monitoring Southbound trading trends as they reflect investor sentiment and potential shifts in market dynamics within the consumer sector in Hong Kong and China [6][7][8]