Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
Bosideng (3998 HK): Outlook Stays Promising
The release of pent-up demand, recovery in gross margin, further improvement in channel efficiency and operating leverage from cost control will...
Bosideng (3998 HK) – FY23 results missed and a moderate outlook
We are still cautious on the level of competition and weather condition but current valuation of 12x FY2/24E and 6.2% yield are protective.
Smartkarma Originals