Today, I reviewed the Hong Kong stock market and found that MINISO is actually ranked first in my watchlist in terms of growth! 🧐

Then I asked Claude, and he gave me the table below, does this valuation logic have any problems?

I also have a personal experience; recently, I haven't visited Sam's Club as much, but I've been going to Yonghui Supermarket more often. Ever since they reformed to the Pang Donglai model, it seems that the foot traffic has increased a lot. I then took a look at Yonghui's performance, and the mid-year performance forecast shows a net profit of 250 million, indeed turning losses into profits, which is also good for MINISO!

Additionally, there's a similar company to Pop Mart, TOP TOY, which hasn't been priced into the stock yet!

With this wave of Korean capital withdrawal and American capital temporarily seeking safety, could the Hong Kong stock market rise? It's worth observing. Also, Changxin is preparing to go public, corresponding to early investment companies like Alibaba, this wave made a profit of hundreds of billions, but actually the stock price hasn't fully priced it in.

I suddenly realized that Hong Kong stocks are so cheap, with gold everywhere, but they have always been overlooked by international capital. Let's see if this round of funds will come over! 🤔

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