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JNBY Design (HKG:3306) Jumps 6.0% This Week, Though Earnings Growth Is Still Tracking Behind Five-year Shareholder Returns
JNBY Design Limited (HKG:3306) Senior Key Executive Lin Li, the Company's Largest Shareholder Sees 8.5%reduction in Holdings Value
[Brokerage Focus] CITIC SEC: Tariff disruptions will further accelerate the elimination of small and medium capacities in the Industry, leading brand OEMs are expected to continue increasing their market share in the long term.
Jin Wu Financial News | CITIC SEC stated that although the textile and apparel industry has long been one of the focus areas of trade frictions, the intensity and scope of this round of "equivalent tariffs" plans exceeded market expectations, leading to a concentrated decline in the stock prices of upstream OEMs and downstream brand companies recently. Amid the ongoing uncertainty brought by subsequent tariff plans, the bank suggests paying attention to the following factors: ① For manufacturing companies, the proportion of revenue from the USA, the distribution of production capacity among various companies, and whether subsequent tariffs will be distributed as core variables; in extreme cases, the maximum impact on profitability may be close to the proportion of revenue from the USA; ② For brand companies, the high or low proportion of revenue from the USA and the brand's positioning itself.
18% Of This JNBY Design Insider's Holdings Were Sold
JNBY: INTERIM REPORT 2024/25
GF Securities Starts JNBY Design at Buy With HK$18.25 Price Target