Chinese assets are on a rapid rebound following the January 20 release of DeepSeek's R1 model. Since February, the$Hang Seng TECH Index (800700.HK)$has jumped more than 19%, while the$NASDAQ Golden Dragon China (.HXC.US)$has climbed over 11%. Wall Street banks have issued optimistic reports on Chinese tech stocks, signaling potential revaluation. Goldman Sachs analyst Kinger Lau published a report titled “AI Changes the Ga...
The company's ability to consistently reinvest capital at increasing rates of return is a positive sign. Given the promising trends and high total return, it's worth researching the company further to see if these trends are likely to persist.
Bosideng International Holdings' earnings show promise despite high accrual ratio concerns. Strong free cash flow and escalating EPS underpin the upbeat outlook.
Despite a 14% loss for Bosideng's shareholders in the past year, long-term investors have seen a 32% annual gain over five years. If sustainable growth is evident in fundamental data, the current sell-off might be an opportunity.
Total Retail Sales of Consumer Goods: December 2022 total retail sales of consumer goods were 405.42 billion yuan, nominal -1.8% YoY (+4.1 pct from previous value), higher than expected, mainly due to the high increase in demand for drugs under the influence of the epidemic in December, as well as benefiting from the Spring Festival + subjective travel intentions to...
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Key takeaways: 1. Search Index: sports brands by the hot spot decreased and fell, Bosideng and Jiangnan Cloth have improved. (1) In terms of sports brands: with the winter Olympic fever gradually faded, most brands' heat YoY and QoQ are down, including June international brands decline better than domestic brands, Anta June heat decline fell 50% YoY to 2844, Li Ning June heat fell 14.1% YoY to ...
Key takeaways: 1. Search Index: sports brands by the hot spot decreased and fell, Bosideng and Jiangnan Cloth have improved. (1) In terms of sports brands: with the winter Olympic fever gradually faded, most brands' heat YoY and QoQ are down, including June international brands decline better than domestic brands, Anta June heat decline fell 50% YoY to 2844, Li Ning June heat fell 14.1% YoY to ...
$BOSIDENG (03998.HK)$It is reported that the company's fashion series of down jackets has been on the market since the beginning of September, relying on the fashion trend design and lightweight warm professional quality, to create wanbian elegant style, has been many fashion stars with goods, in the young consumer groups triggered a hot discussion. From the sales achievements of Bosideng over the years, popularity has become "normal", in terms of product quality, the company continues to deepen the product quality to reach the global leading level.
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