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China Dongxiang (3818 HK)
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37
Analysis
Consumer Discretionary
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China
China Dongxiang Group Co Ltd retails sportswear apparel products.
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bullish
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Thematic (Sector/Industry)
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08 May 2023 10:52
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Broker
China Sportswear Sector – 5-1 sales beat but competition intensified
While fundamentals (sales, discounts and inventory) are trending good into 2H23E and setting up for a decent FY24E, we should still keep our eyes...
CMB International
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229 Views
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bullish
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Thematic (Sector/Industry)
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17 Mar 2023 09:22
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Broker
China Sportswear Sector – We expect prudent guidance but decent margins
While we expect a more conservative FY23E guidance by the brands, we do see decent upside surprises from GP margin improvements, helped by better...
CMB International
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414 Views
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bullish
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Thematic (Sector/Industry)
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15 Nov 2022 10:31
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Broker
China Sportswear Sector – Sequential improvements during double 11
Based on our channel check and CMBI est., the online GMV growth during 2022’s double 11 was at ~14% YoY, inline with CMBI est. and beat market...
CMB International
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249 Views
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bullish
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Haier Smart Home
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14 Nov 2022 23:26
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Syndicated
Back in Hong Kong stocks
Early this year I was quite pessimistic on Hong Kong stocks. But since then the Hang Seng is down another 20% or so. A lot of stocks with 9-10%+...
Turtles all the way down
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275 Views
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