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<Research>G Sachs Expects Oil Price Rise to Have Less Impact on Dining Sector, Heap Heavier Cost Pressure on OEMs/ Sportswear/ Trendy Toys
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According to a report from Goldman Sachs on the impact of rising oil prices on consumer companies, the broker's sensitivity analysis shows that the profit margins of the dining industry are relatively less affected due to lower exposure to petroleum by-product costs. In contrast, OEMs, sportswear, and trendy toy companies have higher cost exposure and may face more significant cost pressures. The correlation between the prices of different major raw materials and changes in oil prices varies, and companies with higher profit margins are expected to have more resilient operating profits. As for trendy toys, large companies like POP MART (09992.HK) and MNSO (09896.HK) should have bargaining power with suppliers in the short term. Goldman Sachs believes that the popularity of IP and products will determine the brand's pricing power, and product category diversification will help offset the impact. AAStocks Financial News |
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