China/Hong Kong Consumer: Catalyst Preview: What's Ahead?

研报英文原文证据摘录

China/Hong Kong Consumer: Catalyst Preview: What's Ahead?

Idea

July 16, 2026 01:50 AM GMT

Morgan Stanley Asia Limited+MChina/Hong Kong Consumer | Asia Pacific Lillian Lou

Equity Analyst

Catalyst Preview: What's Lillian.Lou@morganstanley.comDustin Wei +852 2848-6502

Dustin.Wei@morganstanley.com +852 2239-7823

Ahead? Morgan Stanley Taiwan Limited+

Terence Cheng

Key focus in earnings season: Selective Sportswear and OEM Equity Analyst

Terence.Cheng@morganstanley.com +886 2 2730-2873

players to see upside; YUMC, Nongfu, CRB, dairy and home

Morgan Stanley Asia Limited+

appliance players on track; Divergence among cosmetics Hildy Ling

companies; Laopu, Haitian and some beverage&beer companies Equity Analyst

Hildy.Ling@morganstanley.com +852 2239-7834

may see pressures. Pop Mart's 2026 guidance the key to watch. Jenny Yu

Research Associate

Read more: Jenny.Yu1@morganstanley.com +852 3963-1925

Li Ning: 2Q26: Potential Downward Guidance, but Expected (16 Jul 2026) Morgan Stanley Taiwan Limited+

Jenny Ting

Yili Industrial: 1H26 On Track; Raw Milk Supply-Demand Improving (14 Jul 2026) Research Associate

Jenny.Ting@morganstanley.com +886 2 2730-2995

China Mengniu Dairy: Sustaining Positive Sales Trend (8 Jul 2026) Morgan Stanley Asia Limited+

Carlos Liu, CFA

Haier Smart Home Co Ltd: Operational Update: Improvement in 2Q26; China's Trend Research Associate

in 3Q26 Key to Watch (14 Jul 2026) Carlos.Liu@morganstanley.com +852 2848-5206

China/Hong Kong Consumer: Large Appliances 2Q26 Result Preview: Resilience

Despite Challenges (5 Jul 2026)

China Home Appliances: Shopping for Better Growth Potential (8 Jul 2026)

Laopu Gold: 1H26 Preview: Weak 2Q (6 Jul 2026) China/Hong Kong Consumer

Asia Pacific

Industry View In-Line