2026 China Conference (H): Day 3: Key conference takeaways

Research evidence excerpt

2026 China Conference (H): Day 3: Key conference takeaways

APR - Consumer Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

Feng Tay FTGYF 9910 TT Ronald Leung, CFA

Godrej Consumer Products XGOCF GCPL IN Aditya Mathur

Goldwin GWNCF 8111 JP Arashi Nishizawa

Guming XGHXF 1364 HK Lucy Yu

Haier Smart Home Co Ltd TTHEF 600690 CH Lucy Yu

Haier Smart Home Co Ltd HRSHF 6690 HK Lucy Yu

Henan Shuanghui Investment & Dev HSUIF 000895 CH Chen Luo, CFA

JINS HOLDINGS JNDOF 3046 JP Arashi Nishizawa

Jubilant FoodWorks XJUBF JUBI IN Aditya Mathur

Kewpie KWPCF 2809 JP Manabu Sumoge

Kikkoman KIKOF 2801 JP Manabu Sumoge

Kirin Holdings KNBWF 2503 JP Manabu Sumoge

Kobe Bussan KOBNF 3038 JP Arashi Nishizawa

Kolmar Korea XKKPF 161890 KS Zoe (Jung-ae) Chun

KT&G KTCIF 033780 KS Ahyung Cho

Kweichow Moutai Co. Ltd. XHJBF 600519 CH Chen Luo, CFA

Leela Palaces Hotels & Resorts XSBLF THELEELA IN Aditya Mathur

Li Ning Co Ltd LNNGF 2331 HK Lucy Yu

Ligao Foods XLFLF 300973 CH Jack Chen

Lion LIOPF 4912 JP Kentaro Hosoda

Mao Geping XMGOF 1318 HK Lucy Yu

Marico MAIOF MRCO IN Aditya Mathur

MatsukiyoCocokara & Co MSMKF 3088 JP Arashi Nishizawa

Mengniu Dairy CIADF 2319 HK Chen Luo, CFA

Midea Group MGCOF 300 HK Chen Luo, CFA

Midea Group Co Ltd XMGEF 000333 CH Chen Luo, CFA

New Oriental Education & Technology EDU EDU US Lucy Yu

New Oriental Education & Technology NWOEF 9901 HK Lucy Yu

Nien Made Enterprise XNRBF 8464 TT Yoyo Pang

Nitori Holdings NCLTF 9843 JP Arashi Nishizawa

Nongfu Spring NNFSF 9633 HK Jack Chen

PAL Group Holdings PALZF 2726 JP Arashi Nishizawa

Pan Pacific International HD DQJCF 7532 JP Arashi Nishizawa

Pigeon PIGEF 7956 JP Kentaro Hosoda

Roborock Technology XBTLF 688169 CH Yoyo Pang

ROHTO RPHCF 4527 JP Kentaro Hosoda

Ryohin Keikaku RYKKF 7453 JP Arashi Nishizawa