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Shenzhou Intl Group Holdings (2313 HK)
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142
Analysis
Consumer Discretionary
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China
Shenzhou International Group Holdings Ltd manufactures and processes textiles. The Company produces, dyes, finishes, prints, embroiders, cuts, and sews knitwear.
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bullish
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Shenzhou Intl Group Holdings
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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...
Steve Zhou, CFA
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321 Views
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bullish
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Shenzhou Intl Group Holdings
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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.
Steve Zhou, CFA
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1k Views
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bearish
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Shenzhou Intl Group Holdings
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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.
Robert C Prather Jr
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364 Views
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bullish
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Shenzhou Intl Group Holdings
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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.
Steve Zhou, CFA
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798 Views
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bullish
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Thematic (Sector/Industry)
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06 May 2024 07:30
HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
Osbert Tang, CFA
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266 Views
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