Morning Trend | HENGAN INT'L shows a bottoming rise, can the consumer rebound continue?

HENGAN INT'L (1044.HK) rose from a low position yesterday, with stable inflow of main funds, becoming a major target for rebound in the consumer sector. The background of the sector is the recovery in demand for home care, while multiple institutions have lowered their expectations for raw material costs, generally believing that the pressure on the company's financial report is expected to ease. Recently, the company has collaborated with brand partners to expand community channels, significantly increasing market attention, and the logic of defensive consumption has been validated again.

Market signals indicate a steady release of trading volume, and the bottoming-up pattern has basically been established. The MACD has gently turned bullish, with funds continuously returning, enhancing the subsequent rebound space. However, the consumer sector lacks a sustained main line, and the overall rotation characteristics are obvious, with frequent short-term operations of funds.

In the future, if raw material prices fluctuate or performance growth slows down, it is likely to transmit to stock price fluctuations, and one should be wary of turbulence under rhythm switching. Investment should focus on consumer mainline policies, raw material dynamics, and company performance progress, dynamically adjusting positions, and it is not advisable to blindly chase after rises, maintaining risk awareness. The game of intraday funds and changes in industry catalysts are key to judging whether the rebound market can continue