Daiwa: After the opening of A shares, Hong Kong real estate, consumer, and financial stocks will experience a pullback, but this is healthy.
JPMorgan believes that the forward price-earnings ratio of the Chinese stock market has significantly rebounded, indicating a shift in policy towards the inflation direction released by the combination of monetary/real estate assets, and also reflects the market's high expectations for fiscal stimulus policies. However, the short-term outlook may be too optimistic. After the A-share market opens, with more individual investors entering, its performance may outperform Hong Kong stocks.
ANTA Sports Products Limited Goes Ex Dividend Tomorrow
Revenue of 5.238 billion! Jnby CEO Wu Hua Ting: Billion yuan target for 2026 remains unchanged | Direct shot at earnings conference.
As of June 2024, the active members of jnby exceeded 0.55 million, an increase of approximately 0.04 million compared to the same period last year. In the 2024 fiscal year, the total revenue of jnby was 5.238 billion yuan; the net income increased by 36.5% from 0.621 billion yuan in fiscal year 2023 to 0.848 billion yuan.
Taikoo Li and SKP are competing for FILA.
The sporty fashion trend is becoming even stronger.
It is expected that at least 500 more stores will be opened in the second half of the year. Cosmo Lady: Focus on promoting store layout in key provinces and strong counties within the year. | Direct coverage of the earnings conference.
①Cosmo Lady's income and profits doubled in the first half of this year, and dividends were resumed after 5 years; ②The management of Cosmo Lady expects that the company's e-commerce sector will achieve 0.8 billion-1 billion yuan (GMV) in the second half of the year; ③Cosmo Lady opened 373 new stores in H1 and is expected to open at least 500 more stores in the second half of the year, with prefecture-level and county-level cities as the main focus.
Canceling the plan to repurchase billions, Anta believes that it is undervalued.
Shareholder return.