Consumer Staples Jun 12, 2021 12:42 PM (GMT+8) · EqualOcean
Wei Xin, a strategic analyst of China Thailand, believes that with the rise of commodity prices and marginal changes in overseas demand, the performance expectations of Listed Companies in 2021 have been greatly adjusted in the recent month. According to the calculation, the industries with a sharp increase in profit growth in 2021 are concentrated in three categories: first, the upstream resource products (steel, basic chemical, petrochemical and coal) that benefit from the price rise cycle; second, the downstream service industries (consumer services and transportation services) that are significantly damaged by the epidemic; Third, exports drive some manufacturing industries (textile and clothing, electronics).