China Lilang (1234 HK) – Impressive FY24E Guidance with Decent Yield
The apparel sector performed well in general in 2H23 as we see China Lilang and JNBY reporting strong numbers (so will Bosideng, in our view).
China Lilang (1234 HK) – 1H23 Inline and FY23E Guidance Maintained
Despite macro weakness since May 2023, we are still confident and believe management could achieve the targets (growth are back-loaded in 2H23E due...
Bosideng (3998 HK): Decent Result Distorted by Impairment Losses
Bosideng actually has a decent 1H FY23 result and gross margin should expand for full-year FY23. Its efforts on store optimisation, new product...
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