Shenzhou Set to Gain From Rosier Nike Outlook -- Market Talk

Dow Jones

2025/06/27

0300 GMT - Nike's improved fiscal 1Q guidance bodes well for supplier Shenzhou International, Citi analysts say in a research note. Shenzhou counts Nike as its second-largest customer. Nike's better-than-expected 1Q outlook should underpin Shenzhou's share-price performance, they say. Citi expects Nike's orders to Shenzhou to be flat this year despite the U.S. company's revenue decline, thanks to Shenzhou's focus on new product development. Meanwhile, Shenzhou has stepped up diversification of its customer portfolio, the bank notes. Order momentum from other core clients including Uniqlo, Adidas and Lululemon remains robust and could more than offset Nike volume fluctuations. Citi maintains a buy call on Shenzhou with the target price unchanged at HK$100.00. Shares are last at HK$55.85. (sherry.qin@wsj.com)

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June 26, 2025 23:00 ET (03:00 GMT)

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Shenzhou counts Nike as its second-largest customer. Nike's better-than-expected 1Q outlook should underpin Shenzhou's share-price performance, they say. Citi expects Nike's orders to Shenzhou to be flat this year despite the U.S. company's revenue decline, thanks to Shenzhou's focus on new product development. Meanwhile, Shenzhou has stepped up diversification of its customer portfolio, the bank notes. Order momentum from other core clients including Uniqlo, Adidas and Lululemon remains robust and could more than offset Nike volume fluctuations. Citi maintains a buy call on Shenzhou with the target price unchanged at HK$100.00. Shares are last at HK$55.85. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 26, 2025 23:00 ET (03:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shenzhou Set to Gain From Rosier Nike Outlook -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShenzhou Set to Gain From Rosier Nike Outlook -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-27 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0300 GMT - Nike's improved fiscal 1Q guidance bodes well for supplier Shenzhou International, Citi analysts say in a research note. Shenzhou counts Nike as its second-largest customer. Nike's better-than-expected 1Q outlook should underpin Shenzhou's share-price performance, they say. Citi expects Nike's orders to Shenzhou to be flat this year despite the U.S. company's revenue decline, thanks to Shenzhou's focus on new product development. Meanwhile, Shenzhou has stepped up diversification of its customer portfolio, the bank notes. Order momentum from other core clients including Uniqlo, Adidas and Lululemon remains robust and could more than offset Nike volume fluctuations. Citi maintains a buy call on Shenzhou with the target price unchanged at HK$100.00. Shares are last at HK$55.85. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 26, 2025 23:00 ET (03:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BGHQDM52.EUR","symbol_name":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546764756","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546764756","pubTimestamp":1750993200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0300 GMT - Nike's improved fiscal 1Q guidance bodes well for supplier Shenzhou International, Citi analysts say in a research note. Shenzhou counts Nike as its second-largest customer. Nike's better-than-expected 1Q outlook should underpin Shenzhou's share-price performance, they say. Citi expects Nike's orders to Shenzhou to be flat this year despite the U.S. company's revenue decline, thanks to Shenzhou's focus on new product development. Meanwhile, Shenzhou has stepped up diversification of its customer portfolio, the bank notes. Order momentum from other core clients including Uniqlo, Adidas and Lululemon remains robust and could more than offset Nike volume fluctuations. Citi maintains a buy call on Shenzhou with the target price unchanged at HK$100.00. Shares are last at HK$55.85. 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Shenzhou counts Nike as its second-largest customer. Nike's better-than-expected 1Q outlook should underpin Shenzhou's share-price performance, they say. Citi expects Nike's orders to Shenzhou to be flat this year despite the U.S. company's revenue decline, thanks to Shenzhou's focus on new product development. Meanwhile, Shenzhou has stepped up diversification of its customer portfolio, the bank notes. Order momentum from other core clients including Uniqlo, Adidas and Lululemon remains robust and could more than offset Nike volume fluctuations. Citi maintains a buy call on Shenzhou with the target price unchanged at HK$100.00. Shares are last at HK$55.85. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 26, 2025 23:00 ET (03:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}