23 2313.HK Shenzhou International Group Holdings Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков

Shenzhou International is the world's largest sportswear OEM/ODM with major clients Nike (28% of revenue), Adidas (20%), Uniqlo (20%). After a weak 1H 2025 where revenue dropped ~38-43% YoY and earnings missed consensus by 20-30% due to FX losses, low utilization at new Vietnam factory, and raw material cost pressure, the outlook for 2H improves as new factory ramps up, customer share expands, and FX stabilizes. The company has maintained a 60% dividend payout ratio, implying a ~4.8% dividend yield, and trades at just 9-10x forward earnings. With the stock heavily sold off and the worst likely priced in, the speaker explicitly says 'now is a very good time to invest' for a recovery play.