TF Securities highlights that dividend withdrawals frequently coincide with the emergence of robust industrial trends. In this scenario, the extent of undervalued dividends is intimately linked to the progression of the AI industrial trend, which, in turn, hinges on significant breakthroughs in AI applications and consumer adoption. When investing in the consumer sector, valuation stands as a paramount consideration. Presently, the consumer sector is undervalued, and amidst declining interest rates and policy catalysts, indicators of a recovery cycle have begun to surface. As such, maintaining an overly pessimistic stance towards the consumer sector could lead to missed investment opportunities. Instead, focus should be directed towards the growth potential of HS Internet.
