The 720_ China Consumer, US Elections, Korea Batteries, Toyota, Honda, Coupang, Omron, Nvidia
Bazaarvoice·2024-11-10 16:41
7 November 2024 | 7:29AM HKT The 720: China Consumer, US Elections, Korea Batteries, Toyota, Honda, Coupang, Omron, Nvidia In Focus | China Consumer China Consumer - Weak 3Q24 results and await more policies to drive confidence/consumption recovery. The softness continued for the overall consumption sector in 3Q24 with average yoy sales at 5% for our consumer coverage, compared to 5%/14% in 2Q/1Q24; margin is a mixed bag. Most trends we observed in 1H continued into 3Q24. Entering 4Q24, while we look for se ...