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%

Nameson Holdings (1982 HK) FY25 Concall And Results: Yield At 14% Following Weak Season

HK-Listed Apparel & Footwear Screener Sept 2025: On Nameson (1982 HK), Building On The 13% Div Yield

Nameson Holdings (1982 HK) H1 FY26 Concall: Robust Numbers, 12% Dividend Yield Post Result Rally

HK-Listed Apparel & Footwear Screener Aug 2025: Lever Style (1346 HK) Conference Call

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>Revenue rose 6.2% to HK$4,623.4mn, driven by 11.3% sweater volume growth, but gross margin compressed 160bps to 16.4% as Vietnam labor and overhead costs intensified in H2.</li>
<li>Net profit fell 16.9% to HK$295.5mn; the board cut total DPS to 11.0 HK cents (payout 83.4%), prioritizing balance sheet amid rising short-term borrowings.</li>
<li>Post the massive correction, the stock trades at 5.8x FY26 earnings, offering a 14% dividend yield, with H1 earnings likely to improve as we step into the high season. </li>
</ul>


Revenue rose 6.2% to HK$4,623.4mn, driven by 11.3% sweater volume growth, but gross margin compressed 160bps to 16.4% as Vietnam labor and overhead costs intensified in H2.
Net profit fell 16.9% to HK$295.5mn; the board cut total DPS to 11.0 HK cents (payout 83.4%), prioritizing balance sheet amid rising short-term borrowings.
Post the massive correction, the stock trades at 5.8x FY26 earnings, offering a 14% dividend yield, with H1 earnings likely to improve as we step into the high season. 


Nameson Holdings (1982 HK) FY26: Volume Beats, Margins Buckle