Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

HK-Listed Apparel & Footwear Screener July 2026: 12 Stock Universe With Average Yield 9.2%

HK-Listed Apparel & Footwear Screener August 2026: 12 Stock Universe With Average Yield 8.8%

HK-Listed Apparel & Footwear Screener September 2026: 12 Stock Universe With Average Yield >9%

HK-Listed Apparel & Footwear Screener March 2026: Stella FY25 Result Update

HK-Listed Apparel & Footwear Screener April 2026: 12 Stock Universe With Average ~8% Yield

HK-Listed Apparel & Footwear Screener May 2026: 12 Stock Universe With Average ~8.6% Yield

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>There is a 15-20% correction occurring in the HK-Listed Apparel Universe (due to a weak market), which we have been tracking over the last two years, with yields at 9.1%.</li>
<li>With only <a href="https://www.smartkarma.com/entities/texwinca-holdings-limited" target="_blank" data-smartkarma-citation="entities:16983:1" rel="noopener">Texwinca (321 HK)</a> so far reporting strong results, offset by weak performances by <a href="https://www.smartkarma.com/entities/pacific-textiles-holdings-limited" target="_blank" data-smartkarma-citation="entities:12638:1" rel="noopener">Pacific Textiles (1382 HK)</a> (<a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0616/2026061600728.pdf" target="_blank" rel="noopener">flagged in profit warning</a>)/ <a href="https://www.smartkarma.com/entities/eagle-nice-international-holdings-ltd" target="_blank" data-smartkarma-citation="entities:6786:1" rel="noopener">Eagle Nice (2368 HK)</a> </li>
<li>We await the results of <a href="https://www.smartkarma.com/entities/nameson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:22670:1" rel="noopener">Nameson (1982 HK) </a>to be declared on <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0608/2026060800356.pdf" target="_blank" rel="noopener">22nd June</a>, which we expect to be seasonally weak for H2.</li>
</ul>


There is a 15-20% correction occurring in the HK-Listed Apparel Universe (due to a weak market), which we have been tracking over the last two years, with yields at 9.1%.
With only Texwinca (321 HK) so far reporting strong results, offset by weak performances by Pacific Textiles (1382 HK) (flagged in profit warning)/ Eagle Nice (2368 HK) 
We await the results of Nameson (1982 HK) to be declared on 22nd June, which we expect to be seasonally weak for H2.


HK-Listed Apparel & Footwear Screener June 2026: 12 Stock Universe With Average ~9.1% Yield

JNBY Design

HK-Listed Apparel & Footwear Screener June 2026: 12 Stock Universe With Average ~9.1% Yield