You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》富瑞:內地體育品牌勝OEM 料Uniqlo隨Nike(NKE.US)減訂單
富瑞發表研究報告,認爲內地體育品牌勝OEM,又指內地體育品牌上年12月零售銷售呈良好的按年增長,尤其李寧(02331.HK)、FILA及安踏(02020.HK),加上料上季內地體育品牌庫存情況大幅改善,預計截至去年底,FILA及Adidas於內地庫存分別達4個月和6個月的水平。展望2024年,該行預料品牌會審慎地維持現時庫存水平,並基於需求不確定性,各大品牌會繼續優先考慮利潤率,而非銷售增長。 該行預料,OEM行業上季生產遜於市場預期及管理層指引,該行料上季及今年遜於預期,主要是市場需求放緩,尤其在美國、歐洲及日本市場。該行又預料,Uniqlo隨Nike(NKE.US)減訂單,並減低其今年採購計劃,因美國和歐洲市場需求放緩,另一方面,OEM企業承諾計劃大規模擴張產能,或增加產能利用率低的風險。(ca/k) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account