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Chong Yong
2021-06-15

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China’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners

Investors are betting on an emerging generation of spenders in China – about 250 million people know

China’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are betting on an emerging generation of spenders in China – about 250 million people known as Generation Z, roughly equal to 75% of the U.S. population.\nBorn between 1995 and 2009, these ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","09992":"泡泡玛特","09626":"哔哩哔哩-W","000568":"泸州老窖"},"source_url":"https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1165913483","content_text":"Investors are betting on an emerging generation of spenders in China – about 250 million people known as Generation Z, roughly equal to 75% of the U.S. population.\nBorn between 1995 and 2009, these young people are among the wealthiest and highest-income groups in China, according to Asian investment firm CLSA. This generation will likely spend most on housing, food and beverage, and leisure-related categories, the firm said.\nIt may seem counterintuitive to invest in young people when China’s population is aging rapidly. But investment firm China Renaissance said Gen Z is the group to focus on for those who want to cash in on opportunities in China’s economy.\nInvestors can get a more direct understanding of high-growth consumer trends by looking at Gen Z’s spending habits, said Charlie Chen, the firm’s head of consumer research. “Because the aging population’s consumption habits are the same as when they were young, the market has already become familiar with them,” he said in a Chinese statement translated by CNBC.\nHere are some analysts’ top picks — one with a 34% upside:\nBilibili\nThe U.S. and Hong Kong-listed gaming and animation video platform Bilibili is one of the primary companies analysts mention when talking about Chinese young people’s interests.\nBilibili is launching a dating-theme reality show targeting Gen Z viewers in July, Morgan Stanley analysts said in a May 26 note.\n“We see earnings upside as (Bilibili) diversifies its revenue streams from games to advertising and live broadcasting revenue,” the analysts said. They noted that over 60% of registered users from more than a decade ago are still active this year.\nThe analysts said the company’s ability to profit from its users is still low compared with its competitors —but they’re confident in Bilibili’s ability to increase monetization. With self-developed games in the next three to five years, Bilibili could double its game revenue from about 6 billion yuan (about $936.8 million) this year, the report said.\nThe Morgan Stanley analysts have a $155 price target on the Nasdaq-listed stock, up 34% from Monday’s close of $115.45.\nPop Mart\nPop Mart is most famous for selling “blind boxes” which contain various collectible figurines that the buyer won’t know the model of until after buying a box. The company went public to much fanfare in Hong Kong late last year, and now has a market valuation of about $12.17 billion, according to Eikon.\nThe stock is still up more than 65% from its IPO, but shares have fallen about 20% so far this year.\nAmong Gen Z’s five most costly hobbies, pop toys are probably the most unknown to other generations, and saw the biggest increase in total spending, according to China Renaissance. The other categories were sneakers, e-sports, photography and cosplay.\nHowever, CLSA’s Terrance Liu said in a note this week that Pop Mart has come under fire in the last few weeks for reports that some employees asked female job applicants about their plans to have children. The company apologized on June 4.\nAbout 75% of Pop Mart’s customers and 69% of employees are women, Liu said, adding that “with rapid expansion and increase in the number of employees, Pop Mart may face some challenges in corporate governance and management.”\nCLSA maintains a buy rating on the stock, with a price target of 71 Hong Kong dollars, up 5.4% from Friday’s close of 67.35 Hong Kong dollars a share. Markets were closed Monday for a holiday.\nLuzhou Laojiao\nLuzhou Laojiao is a liquor brand that has attracted many young consumers, making it a stand out against an industry many worry will die out with its older client base, CLSA analysts said in a consumer trends report last month.\nThe investment bank said Laojiao has opened several pop-up stores in various Chinese cities since August, and launched collaborations with ice cream and perfume brands. CLSA said Laojiao has the production capacity to meet demand, and can target the fragmented mid- to high-end “baijiu” segment. Baijiu is a highly alcoholic liquor that’s a staple at Chinese business and government dinners.\nAs of June 8, the analysts have a price target of 283 yuan, up about 9.5% from Friday’s close of 258.25 yuan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}