$MUYUAN(02714.HK) rose three to four percent, and the hog cycle is being discussed again; $WL DELICIOUS(09985.HK) and $HAIDILAO(06862.HK) basically didn't move and were very dull.
Expectations for live hog prices and capacity reduction have given $MUYUAN(02714.HK) some resilience, while the snack food and dining sectors have had little new catalysts recently, just moving sideways with the broader market.
Both are consumer stocks, but the cyclical $MUYUAN(02714.HK) can tell a story with hog prices, whereas stocks like $WL DELICIOUS(09985.HK) and $HAIDILAO(06862.HK) rely more on store performance and sales data, lacking short-term stimulus and thus moving flatly.
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