Bosideng (3998 HK) – An inline 1H9/23 result but the macro is at risk
1H9/23 was inline in general, except for the womenswear (drags on GP margin and impairment losses induced). Despite the drags, the operating income...
China Dongxiang (3818 HK): Losses Narrowing Down, a Good Sign
Sharply lower losses and resumption of interim dividends should clear concerns on negative equity market and weak sportswear retailing. Share price...
CMBI Research Focus List (November Edition) – Our best high conviction stock ideas
In our last report dated 17 October, we highlighted a list of 21 long ideas.The basket (equal weighted) of these 21 stocks underperformed MSCI...
China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
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