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These 4 Measures Indicate That Topsports International Holdings (HKG:6110) Is Using Debt Safely
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
BOCOM Int'l expects the mainland China consumer index to continue to improve in the second half of the year.
Zhì tōng cáijīng APP learned that bocom intl issued a report stating that consumer performance has been slightly lower than expected since early 2024, but improvement is expected in the second half of the year. The bank pointed out that the consensus expectation for revenue growth of 104 consumer goods companies in 2024 has been lowered from 10.7% six months ago to 9.6%, indicating that consumer demand has been healthy but slightly lower than market expectations since the beginning of the year. The downgrade is mainly from essential consumption, and the performance of optional consumption roughly meets expectations. However, the bank maintains a cautiously optimistic attitude towards the second half of the year, as the low base in the second half of the year, hot weather, and the continued warming of the tourism industry are conducive to essential consumption, and international sports events such as the Beijing Winter Olympics are expected to have a positive impact on discretionary consumption.
Guosen Securities: domestic sports brand launched new core IP color matching, popular recognition platform 361 degrees shows significant growth.
Guosen Securities released research reports stating that in May, Anta and 361 Degrees increased in popularity, with short-term attention focused on Olympic marketing to boost brand popularity.
[Broker Focus] China Merchants Securities maintains Taobo (06110) and strongly recommends ratings. The recovery of the two leading brands is expected to drive growth
Jinwu Financial News | China Merchants Securities Research Report said that although the past three years have been affected by many adverse external factors, Taobo (06110) has strong channel operation, inventory management and discount control, maintained abundant cash flow, and had a dividend ratio of 100% + for four consecutive years; 2024H2 Nike and Adidas are expected to enter the new product development cycle in the context of the Olympics, driving both growth in Taobo's valuation and performance. The bank expects FY25-FY27's revenue to be 30.87 billion yuan, 33.39 billion yuan, and 36.11 billion yuan, with year-on-year growth rates of 7%, 8%, and 8%. Net profit was 2.41 billion yuan,
[Broker Focus] Anxin International maintains Taobo (06110) “buy” rating, indicating that its fiscal year performance is basically in line with expectations, and multiple brands have achieved year-on-year recovery
Jinwu Financial News | According to Anxin International Development Research, Taobo (06110) announced FY2024 results. Revenue increased 6.9% year on year, gross margin increased steadily by 0.1 pp, net profit to mother increased 20.5% year on year, and annual dividend payout rate reached 101%, which is basically in line with expectations. According to the bank, as the impact of the epidemic gradually dissipates and offline passenger flow returns, the company also continues to upgrade the offline store structure. The number of stores operated by the company during the fiscal year was 6,565, a net decrease of 421, and the number of net closed stores decreased significantly. Changes in the number and area of stores matched the trend of recovery in consumption, and the sales area of a single store increased by 6 over the same period last year
CMB International: Maintaining the Taobo (06110) “Buy” Rating Target Price Reduced to HK$6.78
CMB International cut Taobo's (06110) net profit forecast for the 2025 and 2026 fiscal years by 10% and 13%.
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