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Express News | Galaxy Securities: Focus on the deep retracement in the previous period, with valuation repair space and stable dividend rate of high-quality textile and clothing sector symbol.
Taobao's november 11 shopping festival-related saw 79 beauty brands exceed 0.1 billion yuan in transactions, with bosideng and UNIQLO both having transaction volumes exceeding 1 billion yuan.
Alibaba Group announced that as of midnight on November 11th, during this year's global November 11 shopping festival, the turnover of the Tmall Double 11 Global Carnival Season exceeded 0.1 billion yuan (RMB) for 79 beauty brands, with multiple international beauty brands experiencing over 100% year-on-year growth in turnover. The Group stated that this year, government subsidies and platform discounts in the Tmall Double 11 festival comprehensively drove sales of home appliances and home furnishings. As of midnight on November 11th, brands such as Haier (06690.HK), Midea (00300.HK), ZUOMI, and Dyson had their turnover exceed 0.1 billion.
haitong int'l: Operating stable or performing well in selected sports brands, paying attention to strong Alpha on the manufacturing side.
Since July, the retail year-on-year growth rate of the sports brand has shown a monthly improvement trend; on the manufacturing side, overseas exports in Q3 of 24 accelerated overall compared to Q2.
Possible Bearish Signals With Bosideng International Holdings Insiders Disposing Stock
bosideng (03998.HK): The driving force behind the transformation of enterprise seasonality from reviewing MONCLER and CANADA GOOSE.
Investment recommendation: Through analyzing and comparing the development logic of Moncler and Canada Goose, we believe that the continuous increase in profitability of both mainly comes from ① precise positioning of high-end consumer groups, ② increase in the proportion of direct sales channels, ③
Goldman Sachs: Maintains a "buy" rating on Bosideng with the target price raised to 6.4 Hong Kong dollars.
Goldman Sachs released a research report stating that it maintains a "buy" rating on Bosideng (03998), with earnings forecasts for fiscal years 2025 to 2027 generally unchanged, while waiting for sales data from the November 11 shopping festival and peak season. The target price has been raised from 5.8 Hong Kong dollars to 6.4 Hong Kong dollars. The company is expected to announce the performance of the first half of the 2025 fiscal year ending September at the end of November. It is forecasted that the group's sales, core operating profit, and net profit for the period will increase by 14%, 21%, and 16% respectively year-on-year. The bank expects the group's gross margin for the first half of the fiscal year to remain stable at 49.6%, while the core operating profit margin is expected to increase by 1 percentage point to reach 16%.
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