
$BUSYMING(01768.HK) rose five to six points, the snack bulk retail sector is riding a good wave of sentiment; $POP MART(09992.HK) edged up slightly, $LIULIUMEI(06658.HK) basically didn't move. The beverage sector, on the other hand, was weak, with $HELENS(09869.HK) and $Constellation Brands(STZ.US) both falling about two points. Within the consumer sector, high-frequency, sentiment-driven segments like bulk snacks and trendy toys are rising, while more traditional segments like pubs and beer/wine are falling. The disparity in performance within the consumer sector is quite pronounced 😪
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