ENTITY
Shenzhou Intl Group Holdings

Shenzhou Intl Group Holdings (2313 HK)

140
Analysis
Consumer DiscretionaryChina
Shenzhou International Group Holdings Ltd manufactures and processes textiles. The Company produces, dyes, finishes, prints, embroiders, cuts, and sews knitwear.
more
Refresh
27 Mar 2024 10:31

Shenzhou Intl (2313 HK):  Higher Visibility Into Restocking Cycle

I continue to believe that Shenzhou is the best proxy for gaining exposure to the global sportswear sector, especially given the improved...

Logo
232 Views
Share
03 Nov 2023 10:03

Shenzhou Intl (2313 HK):  Nike's Inventories Declined By 10% Yoy in 1Q24

Note the strong share price momentum. Shenzhou (2313 HK) remains the best proxy for gaining exposure to the global sportswear sector.

Logo
1k Views
Share
27 Dec 2023 15:03

Shenzhou Intl (2313 HK):  Nike Guidance Cut Presents An Opportunity

What the market seemed to ignore is that Nike's inventory is down another 14% yoy, and down high-single-digit compared to the previous quarter 1QFY24.

Logo
792 Views
Share
04 Jul 2023 13:53

Shenzhou (2313 HK): Contract Mfr for Leading Sportswear Brands Facing Challenging Demand Outlook.

Consensus estimates do not account for customer, retailer, Asian market share shift, macro, alt data and geopolitical risks.

Logo
360 Views
Share
17 Dec 2023 10:10

Hong Kong Connect Flows (Dec 15th): Meituan, Tencent

We analyzed southbound Hong Kong connect flows in the past week and highlight weekly Hong Kong connect flows for Meituan and Tencent.

Logo
424 Views
Share
x