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[Brokerage Focus] CITIC SEC: The textile and apparel Sector is expected to迎来修复性机会 in 2025.
Jinwu Financial News | CITIC SEC stated that with the gradual clarification of the consumer environment and policy expectations, the textile and apparel Sector is expected to welcome a recovery opportunity in 2025. At the same time, in the face of the uncertainty of the consumer environment over the past two years, some sub-sectors and leading companies are still actively seeking change. The firm recommends proactively grasping the following six major investment lines and key companies: ① Transformation of new retail formats; ② Brand momentum entering an upward cycle; ③ Recovery of the consumer environment driving operational recovery; ④ Core advantages solidified, external disturbances such as tariffs gradually taking effect, while dividend yields remain attractive; ⑤ The inventory destocking in the outdoor manufacturing industry is nearing its end, and Order performance is expected to recover with certainty.
JNBY Design (HKG:3306) Seems To Use Debt Rather Sparingly
Guosen: Maintain "outperform the market" rating for the textile Outfits Industry. Focus on new highlights of brands and opportunities for undervalued Hong Kong stocks.
Guosen recommends focusing on companies that have the ability to increase their market share and maintain strong medium to long-term growth.
[Brokerage Focus] HAITONG INT'L maintains an "Outperform" rating on JNBY (03306), indicating that the company's FY25H1 profitability level is stable.
Jingwu Finance | HAITONG INT'L released a Research Report stating that JNBY (03306) FY25H1 (July-December 2024) revenue increased by 5.0% year-on-year to 3.16 billion yuan, gross margin decreased by 0.1 percentage points to 65.1%, and the sales expense ratio rose by 1 percentage point to 32.3% due to one-time costs of the JNBY 30th anniversary promotional activities. Net income attributable to shareholders rose by 4.7% to 0.6 billion yuan, and the net margin decreased by 0.05 percentage points to 19.0%. Online growth plus the expansion of offline store scale drove revenue growth. The newly opened stores mainly rely on distribution channels, with the proportion of distribution revenue increasing by 3.6 percentage points.
In the first half of the year, a net profit of 0.6 billion; JNBY still aims to reach a retail target of 10 billion for the year.
Members contribute significantly.
JNBY Design Poised for Growth: Buy Rating Affirmed Amid Strategic Initiatives and E-commerce Momentum
There's Reason For Concern Over JNBY Design Limited's (HKG:3306) Massive 50% Price Jump
