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[Brokerage Focus] CITIC SEC: Tariff disruptions will further accelerate the elimination of small and medium capacities in the Industry, leading brand OEMs are expected to continue increasing their market share in the long term.
Jin Wu Financial News | CITIC SEC stated that although the textile and apparel industry has long been one of the focus areas of trade frictions, the intensity and scope of this round of "equivalent tariffs" plans exceeded market expectations, leading to a concentrated decline in the stock prices of upstream OEMs and downstream brand companies recently. Amid the ongoing uncertainty brought by subsequent tariff plans, the bank suggests paying attention to the following factors: ① For manufacturing companies, the proportion of revenue from the USA, the distribution of production capacity among various companies, and whether subsequent tariffs will be distributed as core variables; in extreme cases, the maximum impact on profitability may be close to the proportion of revenue from the USA; ② For brand companies, the high or low proportion of revenue from the USA and the brand's positioning itself.
ESPRIT HOLDINGS: SUSPENSION OF TRADING
ESPRIT HOLDINGS (00330) may delay the publication of the audited annual performance for 2024.
ESPRIT HOLDINGS (00330) announced that the company expects a possible delay in the publication of its results for the year ending December 31, 2024...
ESPRIT HOLDINGS: Inside Information(1) Possible Delay in Publication ofThe 2024 Audited Annual Results;(2) Possible Delay in Despatch ofThe 2024 Annual Report;(3) Possible Publication ofThe 2024 Unaudited Annual Results;(4) Date of Board Me...
ESPRIT HOLDINGS (00330.HK) plans to hold a Board of Directors meeting on March 31 to approve the annual performance.
Gelonghui, on March 18, announced that ESPRIT HOLDINGS (00330.HK) will hold a Board of Directors meeting on March 31, 2025 (Monday), to consider and approve the year-end results of the company and its subsidiaries for the year ending December 31, 2024, and their release, as well as to consider the distribution of a final dividend (if any).
ESPRIT HOLDINGS: Date of Board Meeting
Esprit Holdings Limited's (HKG:330) Popularity With Investors Under Threat As Stock Sinks 27%
