Transmarinis:
Ludis Boom continued, deliciae bona recuperavit ut scheduled. Recent Delicta Tullius Part Outlook ad plenam annum solvit ad quartam et mentis ad plenam annum, transmarinis superpositione inflatio in background of notitia foro in Sinis, ut inveniam, quod professio in currit, ut currit, ut in Medium Series, Luxury, Auxilium Columbi Series Tantum est, ut Currit Sheetball, Coluttorum Series, ut Currit Sinis, ut Columbi Series, ut currit est, ut Columbi Series, ut Currit Series, Series Series, Collader Formula est, ut currit, ut Columbi Series Tantum, ut Currit Series, Auxilium Columbi Series est, ut currit est, ut currit Septem, Basketball Shoes et aliis professionalem agros domesticis brands li nit, xtep perficientur adhuc cash. In alia manu, quaedam brands fuisse sub pressura a lucri finem debitum ad drag copia catena. Hoc circum copia torquem shortage conducit ad concentration notam ordines ad vestibulum principes cum praestantes partus vires firmum copia catenam. Per notam:
I) Lululemonq2 Adhuc Achieves XXIX% Year-on-anno augmentum (XXX% in Chinese foro) sub incremento et pandemic, et discount usque ad levi incremento nuper;
II) Asics venditionesque auctus per 7.4% in primo dimidium anni, in quibus eget currit calceamenta auctus per 13,5% efficaciter agitantem altiore incrementum.
TMALL DATA Tracking:
In August, in perficientur cuiusque segmentis differentietur, et velit incrementum erat clara.
I) Sports Brand: et Sales volumine in disant sub anta coetus aucta a XXXVII%, et mediocris pretium pervenit MXVI Yuan (+ XX%), significant supra notam potentia industria; Secundo, Xtep scriptor principalis notam Sales / Sales auctus a 21.5% / XIX% respectively, cum volumine incrementum contumaciam ad principalis driving vim; Li Ning est scriptor Sales Surrexerunt leviter in tergo a bonus mediocris pretium incremento de 7.5%.
II) notam indumentis: Biyinlelefen tenentur plumbum cum incrementum rate of 17,5%, sequitur a levi augmentum in filios vestes habebat a taifing avis, dum alia brands omnes declinavit ad varianos.
III) Outdoor / Travel: in aestate peregrinatione Season, Samsonite scriptor Sales / Average Price auctus a 20,6% / 14.2% respectively, cum auctus per 126,5% / 80,6 augmentum.
Investment Consultum
On the clothing side of the brand, it is suggested to pay attention to Li Ning, which has the leading brand potential energy, is expected to take the lead in recovery after the epidemic, and the current valuation is at a historic low. In textile vestibulum finis, id est suggesserant ad operam ad Huali coetus, quae habet significant Customer commoda et patet sequitur-sursum facultatem expansion consilium et Jiansheng et exceditur ad expectata perficientur. Praeterea, in contextu ad convaluisset de consummatio et peregrinatione post pandemic, commendatur ad stipendium operam ad Samsonite, a officium-liberum dux in Sina, cuius perficientur est melius quartam et in signanter profuit ab inquisitionem ad quartam et habet significantly beneficium a recuperatio ex parte et habet significantly beneficium a recuperatio ex parte et in signanter profuit ab inquisitio, et a significantly beneficium ex parte est in recuperatione et in secundo.
Notitia et denuntiatio tracking
Market Review: Ultima Week (September V, MMXXII - Septembris IX, MMXXII) Quod Shanghai Composite Index, Shenzhen component index et CSI CCC Rose 2.37%, 1.50 et 1.74% respective. Et textile et vestimentum sector 0.71%, in quibus textile sector cecidit 0.55% et vestimentum Sector Rose 1.57%.
Rudis Material Price: CCCXXVIII Grade Cottonus macula (XV) DCCLXIX Yuan / ton (-0.18%, weekly ortum aut cadere); Cottonus Cotlooka122.4 cents / LB (0.66%); Pretium internum internum et externum bombacio est -4946 Yuan / ton (-4.10%).
News Industry:
I) Willd est scriptor group putredine ad lucrum in primo dimidium fiscal MMXXII, cum Sales Sursum 17.4% anno-in-anno, verberans exspectationes;
II) Ferragamo scriptor primus-dimidium venditionesque resurrexit 20.3% yoy, verberans exspectationes, sed Sinis slowed;
III) Li Ning erit aperire a Flagship copia in Hong Kong cum annua scissum de HK $ 24m; IV) Lululemon annuntiat fiscal MMXXII Q2 Report: Sinis Sursum XXX%.
Post tempus: Sep, 23-2022