中国消费：新加坡营销活动的投资者反馈-China Consumer HK Singapore marketing investor feedback
2026-02-10 03:24
Flash | 09 Feb 2026 08:27:04 ET │ 10 pages China Consumer HK & Singapore marketing investor feedback CITI'S TAKE We met with ~70 institutional investors in Hong Kong (Jan 27-30) and Singapore (Feb 3-6). Given generally under-weighted in China consumer sector amid recent rotations among sectors, investors are more willing to discuss positive/negative surprises on 26E outlook, rather than backward-looking 2025 earnings or government's policies. As we expected (see Jan 12 note: China Consumer – 2026 Outlook), ...