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 June 2026: 12 Stock Universe With Average ~9.1% Yield

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%

JNBY Design Limited (3306 HK) H1 FY2026 Results — Momentum Builds as Online Surges & Margins Expand

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

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 has been a slight correction in the universe due to an expectation of  weaker results owing to cost push, with the <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0522/2026052200502.pdf" target="_blank" rel="noopener">latest victim</a> being <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>
<a href="https://www.smartkarma.com/entities/texwinca-holdings-limited" target="_blank" data-smartkarma-citation="entities:16983:1" rel="noopener">Texwinca (321 HK)</a> and <a href="https://www.smartkarma.com/entities/nameson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:22670:1" rel="noopener">Nameson (1982 HK)</a> are also due to report their results in June. We will cover the results details as and when they are released</li>
<li>Our apparel universe trades at an 8.6% yield, and our favorite stocks are <a href="https://www.smartkarma.com/entities/jnby-design-limited" target="_blank" data-smartkarma-citation="entities:23642:1" rel="noopener">JNBY Design (3306 HK)</a> and <a href="https://www.smartkarma.com/entities/nameson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:22670:1" rel="noopener">Nameson (1982 HK)</a>, with <a href="https://www.smartkarma.com/entities/fountain-set-holdings-limited" target="_blank" data-smartkarma-citation="entities:11520:1" rel="noopener">Fountain Set Hldgs (420 HK)</a> a value net-net. </li>
</ul>


There has been a slight correction in the universe due to an expectation of  weaker results owing to cost push, with the latest victim being Eagle Nice (2368 HK) .

Texwinca (321 HK) and Nameson (1982 HK) are also due to report their results in June. We will cover the results details as and when they are released
Our apparel universe trades at an 8.6% yield, and our favorite stocks are JNBY Design (3306 HK) and Nameson (1982 HK), with Fountain Set Hldgs (420 HK) a value net-net. 


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