Those Who Invested in Bosideng International Holdings (HKG:3998) Five Years Ago Are up 206%

Simply Wall StMar 14 18:44 ET

[Brokerage Focus] China Merchants maintains a strong buy rating on BOSIDENG (03998), stating that steady growth is to be expected.

Jingwu Financial News | China Merchants Research Reports indicate that BOSIDENG (03998) has held multiple brand building activities since the peak season of FY25, enhancing brand strength through high-end channel openings, innovating and iterating products based on demand, and promoting steady growth during peak season. The report suggests that BOSIDENG continuously innovates and iterates products based on market demands, hosts a rich variety of brand activities during peak seasons, and increases brand strength through high-end channel openings, thereby enhancing operational efficiency. It is estimated that the company's revenue for FY2025-FY2027 will be 25.62 billion RMB, 28.93 billion RMB, and 32.48 billion RMB respectively, with year-on-year growth rates of 10% and 13%.

Jinwu Financial NewsMar 13 03:34 ET

Bosideng International Holdings (BSDGF) Receives a Buy From J.P. Morgan

TipRanksMar 12 08:07 ET · Ratings

Morgan Stanley: BOSIDENG's stock price is very likely to rise in the next 60 days, listed as a top choice.

Morgan Stanley published a Research Report stating that within the next 60 days, the probability of BOSIDENG (03998) stock price rising is about 80% or more (that is, "very likely"). Using a target multiple of 14 times the expected PE, future development will rely more on product diversification rather than on the increase in Average Selling Price (ASP). This implies a 1.1 times Price Earnings Growth (PEG) and a 7% dividend yield, which is quite attractive for high-quality leading companies in China's Consumer sector. Morgan Stanley mentioned that it recently designated BOSIDENG as a preferred stock, considering it attractive at the current 11 times.

Sina Hong Kong StocksMar 10 22:04 ET

Morgan Stanley: BOSIDENG (03998) is very likely to see its stock price rise in the next 60 days and is listed as a top choice.

The company expects a sales increase of 10% by the end of the fiscal year in March 2025 (with a 6% increase in the second half), and net income is expected to grow even faster, which is better than expected. This indicates that despite the warm winter and a relatively high comparison base, its business quality and competitive advantages remain prominent.

Zhitong FinanceMar 10 21:28 ET

[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.

King Wu Financial NewsMar 6 19:41 ET