reports
Bosideng International Holdings: 1 director
A director at Bosideng International Holdings sold 400,000,000 shares at 4.310HKD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the la...
A double requalification allows BOSIDENG INTL.HOLDINGS to improve to S...
BOSIDENG INTL.HOLDINGS (HK), a company active in the Apparel Retailers industry, has received a double requalification by the independent financial analyst theScreener. Its fundamental valuation is now 2 out of 4 stars while its market behaviour can be considered as defensive. theScreener believes that the gain of a star(s) and an improvement in the market risk perception allows upgrading the general evaluation to Slightly Positive. As of the analysis date February 18, 2022, the closing price wa...
- Eric Wang Zhen
- Jayson Kong
- Johnny Yum Chung Man
- Joyce Chan Pui Lai
- Julia Cheung Pui Man
- Katrina Chen Chucan
- Ken Lee
- Lee Yuk Kei
- Robin Yuen
- Zhifeng Shen
Greater China Daily: Thursday, August 22, 2019
KEY HIGHLIGHTS CHINA Sector Insurance Total premiums growth dragged by weak P&C premiums growth. Results China Longyuan Power (916 HK/BUY/HK$4.42/Target: HK$6.23) 1H19: Robust wind farm development plan with manageable low finance costs. Geely Auto (175 HK/HOLD/HK$11.04/Target: HK$10.50) 1H19: Net profit down 40% yoy, in line. Maintain HOLD. Tongda Group (698 HK/BUY/HK$0.56/Target: HK$0.78) 1H19: Better-than-expected; light at the end of the tunnel. Upgrade to BUY. Xtep (1368 HK/BUY/HK$...
- Greater China Research Team
- Jayson Kong
- Joyce Chan Pui Lai
- Julia Cheung Pui Man
- Lee Yuk Kei
- Robin Yuen
- Tham Mun Hon
Greater China Daily: Friday, June 28, 2019
KEY HIGHLIGHTS CHINA Economics The Big Picture Benchmark rate cut unlikely; shadow banking revival may be the lesser of evils. Strategy 2H19 – The Long Road Ahead Headwinds from trade frictions and efforts at China’s containment will remain; we prefer BUYing domestic exposure. Sector Dairy Twin positives from raw material deflation and product mix upgrade. Results Bosideng International Holdings (3998 HK/BUY/HK$2.12/Target: HK$2.61) FY19: Upbeat results; reaping the fruits of bra...
- Julia Cheung Pui Man
- Lee Yuk Kei
Bosideng International Holdings - FY19: Upbeat results; reaping the fr...
Bosideng’s FY19 net profit leaped 59% yoy to Rmb981m, 15% above consensus forecast, on top-line growth of 17% yoy coupled with overall gross margin expansion of 6.7ppt yoy. Looking ahead, management remains confident about its core down apparel business and is guiding for next year’s top-line growth to surpass the current year’s. Also, Bosideng has rebutted Bonitas Research’s follow-up allegations with more details this time. Maintain BUY with a higher target price of HK$2.61.
- Greater China Research Team
- Jacquelyn Yow Hui Li
- Jayson Kong
- Julia Cheung Pui Man
- Kader Farhan Bin Kader Ridzwan
- Kong Ho Meng
- Kowit Pongwinyoo
- Lee Yuk Kei
- Leow Huey Chuen
- Lucas Teng Yao Yang
- Robin Yuen
- Singapore Research Team
- Siwakorn Mitsantisuk
- Tham Mun Hon
Regional Morning Notes - Friday, June 28, 2019
CHINA Economics The Big Picture: Benchmark rate cut unlikely; shadow banking revival may be the lesser of evils. Strategy 2H19 – The Long Road Ahead: Headwinds from trade frictions and efforts at China’s containment will remain; we prefer BUYing domestic exposure. Sector Dairy: Twin positives from raw material deflation and product mix upgrade. Results Bosideng International Holdings (3998 HK/BUY/HK$2.12/Target: HK$2.61): FY19: Upbeat results; reaping the fruits of brand upgrade success. MAL...
- Joyce Chan Pui Lai
- Julia Cheung Pui Man
- Lee Yuk Kei
- Nick Liu Sunliang
- Robin Yuen
Greater China Daily: Tuesday, June 25, 2019
KEY HIGHLIGHTS CHINA Sector Property Weekly: Policy pressure is easing. Update Li Ning (2331 HK/BUY/HK$15.28/Target: HK$17.00) 1H19 positive profit alert. Upgrade to BUY. Small/Mid Cap Highlights Bosideng International Holdings (3998 HK/BUY/HK$1.73/Target: HK$2.35) Short-sell report unlikely conveying a full picture; potential early release of FY19 results. TRADERS’ CORNER China Res Land (1109 HK): Trading Buy Range Prada (1913 HK): Trading Buy Range
- Julia Cheung Pui Man
- Lee Yuk Kei
Bosideng International Holdings - Short-sell report unlikely conveying...
Bosideng was accused by Bonitas Research for fabricating net profits, overpaying for its ladieswear acquisitions to undisclosed insiders and not collecting a full transaction payment due from the chairman. The company rebutted the accusations during last night’s conference call and pointed out Bonitas Research lacks understanding of Bosideng’s corporate structure and the transaction background of the ladieswear brands. Given the solid company fundamentals, we maintain our BUY rating with our...
- Arandi Ariantara
- Julia Cheung Pui Man
- Lee Yuk Kei
- Leow Huey Chuen
- Malaysia Research Team
- Nick Liu Sunliang
- Robin Yuen
- Singapore Research Team
- Thananchai Jittanoon
Regional Morning Notes - Tuesday, June 25, 2019
CHINA Sector Property: Weekly: Policy pressure is easing. Update Li Ning (2331 HK/BUY/HK$15.28/Target: HK$17.00): 1H19 positive profit alert. Upgrade to BUY. Small/Mid Cap Highlights Bosideng International Holdings (3998 HK/BUY/HK$1.73/Target: HK$2.35): Short-sell report unlikely conveying a full picture; potential early release of FY19 results. INDONESIA Update Adhi Karya (ADHI IJ/BUY/Rp1,690/Target: Rp2,240): Third LRT payment of Rp1.2t buoys working capital. MALAYSIA Sector Plantation: Opport...
- Julia Cheung Pui Man
- Lee Yuk Kei
Bosideng International Holdings - Initiate coverage with BUY; down app...
Bosideng has been the leading producer of domestic down apparel in China since 1995. FY19 should mark the beginning of the Bosideng brand’s turnaround in its repositioning as a mid-range to high-end brand via upgrades in branding, sales channel, product mix and supply chain management. We forecast net profit CAGR of 29% in FY18-21 on 17% revenue CAGR. Initiate coverage with BUY. Target price is HK$2.35.
- Charles Wong Kok Min
- Daisy Chen
- Johnny Yum Chung Man
- Joyce Chan Pui Lai
- Julia Cheung Pui Man
- K Ajith
- Ken Lee
- Lee Yuk Kei
- Robin Yuen
Greater China Daily: Wednesday, April, 3, 2019
KEY HIGHLIGHTS CHINA Results China Southern Airlines (1055 HK/HOLD/HK$7.24/Target: HK$7.20) 2H18: Weakest core earnings among the trio, aggressive capacity expansion poses risk. Downgrade To HOLD. Zhengzhou Yutong Bus (600066 CH/SELL/Rmb15.32/Target: Rmb5.50) 4Q18: Core net profit down 28% yoy, missing estimates. Cut target price from Rmb7.00 to Rmb5.50. Maintain SELL. Update Li Ning (2331 HK/BUY/HK$12.48/Target: HK$14.00) Factoring in greater upside from China Li Ning. Upgrade to BUY. ...
- Charles Wong Kok Min
- Daisy Chen
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Julia Cheung Pui Man
- K Ajith
- Keith Wee Teck Keong
- Ken Lee
- Lee Yuk Kei
- Lucas Teng Yao Yang
- Robin Yuen
- Siwakorn Mitsantisuk
Regional Morning Notes - Wednesday, April 03, 2019
KEY STORY CHINA Small/Mid Cap Highlights Bosideng International Holdings (3998 HK/BUY/HK$1.91/Target: HK$2.35): Initiate coverage with BUY; down apparel leader; rebranding and repositioning done right. CHINA Results China Southern Airlines (1055 HK/HOLD/HK$7.24/Target: HK$7.20): 2H18: Weakest core earnings among the trio, aggressive capacity expansion poses risk. Downgrade To HOLD. Zhengzhou Yutong Bus (600066 CH/SELL/Rmb15.32/Target: Rmb5.50): 4Q18: Core net profit down 28% yoy, missing estim...
- Julia Cheung Pui Man
- Lee Yuk Kei
Bosideng Int'l (3998 HK): Down apparel leader; rebranding and repositi...
Bosideng has been the leading producer of domestic down apparel in China since 1995. FY19 should mark the beginning of the Bosideng brand’s turnaround in its repositioning as a mid- to high-end brand via upgrades in branding, sales channel, product mix and supply chain management. We forecast net profit CAGR of 29% in FY18-21 on 17% revenue CAGR. Initiate coverage with BUY. Target price is HK$2.35.
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
MSCI ACWI hitting multi-month highs, U.S. remains leadership Note: This week's report is presented in an abbreviated format, as we are publishing the June International Macro Vision book this week (available next Tues. AM). Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today's report we provide an overview o...
HTHT CHINA LODGING GROUP ADS (N SHARES)
K3SD BAIDU INC SPONSORED ADR CLASS A
ATHM AUTOHOME INC. SPONSORED ADR CLASS A
OXB OXFORD BIOMEDICA PLC
ABC ABCAM PLC
UTG UNITE GROUP PLC
VCT VICTREX PLC
COPEC EMPRESAS COPEC S.A.
ALICORI1 ALICORP SA
00308 CHINA TRAVEL INTERNATIONAL INVESTMENT HONG KONG LIMITED
00011 HANG SENG BANK LIMITED
EMBR3 EMBRAER S.A.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
4HQ WANT WANT CHINA HOLDINGS LIMITED
01299 AIA GROUP LIMITED
NLMK NOVOLIPETSK STEEL
01308 SITC INTERNATIONAL HOLDINGS
NMC NMC HEALTH PLC
CRDA CRODA INTERNATIONAL PLC
00003 HONG KONG & CHINA GAS CO. LTD.
4403 NOF CORPORATION
4091 NIPPON SANSO HOLDINGS CORPORATION
7459 MEDIPAL HOLDINGS CORPORATION
9987 SUZUKEN CO. LTD.
8129 TOHO HOLDINGS CO. LTD.
4043 TOKUYAMA CORPORATION
AKER AKER ASA CLASS A
SAFE SAFESTORE HOLDINGS PLC
MULTIFOO MULTIEXPORT FOODS
3BD BOSIDENG INTERNATIONAL HOLDINGS LIMITED
4503 ASTELLAS PHARMA INC.
0914 ANHUI CONCH CEMENT COMPANY LIMITED CLASS H
QGEPF ENAUTA PARTICIPACOES SA
FIBR3 FIBRIA CELULOSE S.A.
GOAU3 METALURGICA GERDAU S/A ORD
0338 SINOPEC SHANGHAI PETROCHEMICAL CO. LTD. CLASS H
RAIL3 RUMO SA
01112 HEALTH AND HAPPINESS (H&H) INTERNATIONAL HOLDINGS LIMITED
- Dave Nicoski
- Ross LaDuke
Int'l Insights: EM Strategy
Highlighted themes and actionable charts: • Emerging markets (MSCI EM) versus Developed international (MSCI EAFE). Recent USD strength has weighed on EM's relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for some backing-and-filling of the USD, and (3) MSCI EM price and relative strength support levels continuing to hold, we see recent weakness as a buying opportunity... see below, left • Actionable countries. The MSCI BRIC index has re...
HTHT CHINA LODGING GROUP ADS (N SHARES)
K3SD BAIDU INC SPONSORED ADR CLASS A
CDR CD PROJEKT S.A.
1326 FORMOSA CHEMICALS & FIBRE CORPORATION
JSWSTEEL JSW STEEL LIMITED
00883 CNOOC LIMITED
COPEC EMPRESAS COPEC S.A.
1102 ASIA CEMENT CORPORATION
00308 CHINA TRAVEL INTERNATIONAL INVESTMENT HONG KONG LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
009150 SAMSUNG ELECTRO-MECHANICS CO. LTD
EREGL EREGLI DEMIR YE CELIK FABRIKALARI T.A.S.
HEXAWARE HEXAWARE TECHNOLOGIES
KEI KEI INDUSTRIES
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
4HQ WANT WANT CHINA HOLDINGS LIMITED
TATN TATNEFT PJSC
NLMK NOVOLIPETSK STEEL
ASIANPAINT ASIAN PAINTS LTD.
0968 XINYI SOLAR HOLDINGS LTD.
1402 FAR EASTERN NEW CENTURY CORPORATION
HEG HEG
INKP PT INDAH KIAT PULP & PAPER TBK
PTBA PT BUKIT ASAM TBK
6274 TAIWAN UNION TECHNOLOGY
AMOC ALEXANDRIA MINERAL OILS
MULTIFOO MULTIEXPORT FOODS
3BD BOSIDENG INTERNATIONAL HOLDINGS LIMITED
EDELWEISS EDELWEISS FINANCIAL SERVICES
5183 PETRONAS CHEMICALS GROUP BHD.
103H PPC LTD
0914 ANHUI CONCH CEMENT COMPANY LIMITED CLASS H
WEGE3 WEG S.A.
QGEPF ENAUTA PARTICIPACOES SA
FIBR3 FIBRIA CELULOSE S.A.
SFUN FANG HOLDINGS LIMITED SPONSORED ADR CLASS A
GOAU3 METALURGICA GERDAU S/A ORD
RAIL3 RUMO SA
BRAP3 BRADESPAR S/A ORD
GGBR3 GERDAU ORD
RLOG3 COSAN LOGISTICA SA
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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