Apparel, Accessories and Luxury Goods

BOSIDENG

CICC Maintains Bosideng's FY26/27 EPS Forecast and Sees Robust Performance

Huatai Securities Maintains Buy Rating for Bosideng, Target Price at HKD 5.41

HSBC 下调 Bosideng2026 财年业绩预测

JPMorgan Raises PT on Bosideng to HKD 6.30

Morgan Stanley Publishes Report Analyzing Bosideng's Performance Outlook and Future Growth Strategies

Morgan Stanley Sees Upside for Bosideng's Stock in the Next 30 Days

Bosideng Announces Mid-Year Performance Report for 2025/2026 Fiscal Year

Min Yin International Gives Buy Rating to Bosideng

CGS-CIMB Maintains Buy Rating on Bosideng

Guoyuan Securities (Hong Kong) Maintains Buy Rating on Bosideng International Holdings

Pork Chop Down Jacket Becomes a Winter Trend in 2025

CITIC CLSA Upgrades Bosideng Target Price and Profit Forecast

BOCOM Int 上调波司登目标价至 5.4 港元

Citi Raises Target Price on Bosideng

UBS Raises Target Price for Bosideng to HKD 6.2 and Maintains Buy Rating

Bosideng's 2025/26 Half-Yearly Financial Report Shows Revenue and Profit Growth, Dual Focus Strategy Proves Effective

Bosideng Partners with JD and Tmall for Instant Retail

Bosideng Enriches Product Line Through Technological Innovation

BOSIDENG released FY2026 Q1 earnings on November 27, 2025 (BJT), with actual revenue of HKD 4.886 B and EPS of HKD 0.0562

Bosideng Announces Mid-Year Profit Growth and Dividend Distribution

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LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

BOSIDENG International Holdings Limited (3998.HK) 2024/25 Annual Performance Press Conference

BOSIDENG International Holdings Limited (3998.HK) 2024/25 Mid-term Performance Release Conference

03998

Bosideng International Holdings is integrating corporate sustainability into its down jacket production as part of its ESG strategy. The company aims for net-zero emissions by 2038 and has established a comprehensive ESG management system for its supply chain. Bosideng's founder, Gao Dekang, emphasizes the importance of sustainable leadership and collaboration in achieving these goals. The firm has received an AAA ESG rating from MSCI, making it a leader in the Asian textile and apparel industry. Bosideng is committed to creating a low-carbon, circular industrial ecosystem through innovative practices and supplier engagement.

Yicai

[ESG+20 Sustainability Leaders] Bosideng Integrates Corporate Sustainability in Down Jacket Production

Huatai Securities has maintained a Buy rating for Bosideng International Holdings (BSDGF) with a price target of HK$5.41, while the shares closed at HK$4.03. The analyst consensus suggests a Strong Buy rating with an average price target of HK$5.63, indicating a potential upside of 39.78%. Additionally, TipRanks – DeepSeek also reiterated a Buy rating with a price target of HK$5.00.

Tip Ranks

Huatai Securities Sticks to Their Buy Rating for Bosideng International Holdings (BSDGF)

Bank of America Securities lowered the target price for BOSIDENG to 4.6 yuan, a decrease of 15%, and reduced the earnings forecasts for the fiscal years 2025 and 2026 by 5% and 9%, respectively. Reasons include OEM revenue forecasts, a slowdown in offline expansion, a warm winter, and intense competition. Nevertheless, the firm reiterated its "Buy" rating, expecting BOSIDENG's revenue to grow by 4% in the fiscal year 2026, with a slight improvement in gross margin due to changes in the business mix, and a year-on-year increase in net profit of 8%

AASTOCKS

Bank of America Securities lowers the target price for BOSIDENG to 4.6 yuan and reduces earnings forecast, reiterating "Buy"

HSBC Research has lowered the revenue forecast for BOSIDENG for the fiscal year 2026, expecting a growth of 4%, down from the previous 10%. The revenue for the BOSIDENG brand is expected to grow by 6%, down from 14%. At the same time, the forecast for net profit has been reduced by 9%, expecting a growth of 6% based on a revenue growth of 4%. The target price has been lowered from HKD 6.1 to HKD 5.7, maintaining a "Buy" rating

HSBC Research: BOSIDENG lowers revenue forecast due to warm winter, target price reduced to 5.7 yuan

CICC released a research report, pointing out that BOSIDENG's performance is under pressure but its operational quality is stable, with a target price lowered by 4% to HKD 5.65. It is expected that in the fiscal year 2026, the brand's down jacket business will grow in the mid to high single digits, the main brand will see single-digit growth, and online business performance will be impressive. Despite a decline in OEM business, inventory is expected to remain at a healthy level. Earnings per share forecasts have been lowered by 6% and 9% to RMB 0.32 and RMB 0.34, respectively, maintaining an "outperform industry" rating, with the current stock price having a 21% upside potential

In "Major Banks," China International Capital Corporation lowered the target price for BOSIDENG to 5.65 yuan. Performance is under pressure, but operational quality remains stable

JP Morgan raised the target price for BOSIDENG to RMB 6.3 and maintained an "Overweight" rating. Despite facing adverse weather challenges, BOSIDENG expects sales to grow by 4% to 5% in the fiscal year 2023, and the net profit margin is also expected to expand, although still below the market expectation of 10%. It is anticipated that BOSIDENG will restore growth by the fiscal year 2027 through new products and new store models. Earnings forecasts have been revised down by 3% to 6%

JP Morgan raised the target price of BOSIDENG to 6.3 yuan with a rating of "Overweight."

Chinese manufacturers are intensifying competition against Western luxury brands as consumer skepticism about traditional high-end products rises. Bloomberg posted on X, highlighting how companies like Bosideng, a major player in the outerwear market, are gaining traction with global consumers. This shift reflects a broader trend where Chinese brands are increasingly appealing to international markets, challenging the dominance of established Western luxury names.

CoinLive

Chinese Manufacturers Challenge Western Luxury Brands

Morgan Stanley predicts that BOSIDENG's stock price has a 70% to 80% chance of rising within the next 30 days, giving it an "Overweight" rating with a target price of 5.8 yuan. The analysis points out that the stock price's decline of about 15% is due to the warm winter impact in December last year, and it is expected that the weather will significantly turn cold starting from January 20, aligning with the peak shopping season for the Lunar New Year. Morgan Stanley is optimistic about BOSIDENG's exploration of new brands and fields and its profit growth potential

Morgan Stanley expects BOSIDENG's stock price to rise in the next 30 days and has given it an "Overweight" rating

Bosideng International Holdings (HKG:3998) has seen a 6.1% drop in share price recently, but its long-term financial prospects appear strong, highlighted by a 22% Return on Equity (ROE). This ROE is significantly above the industry average of 11%, contributing to an 18% earnings growth over the past five years. Despite a high payout ratio of 80%, the company has maintained growth and is expected to continue paying dividends. Analysts predict a future ROE of 24%, although earnings growth may slow down according to current estimates.

Simplywall

Could The Market Be Wrong About Bosideng International Holdings Limited (HKG:3998) Given Its Attractive Financial Prospects?

Bosideng International Holdings (HKG:3998) has CN¥8.00b in net cash, indicating a strong balance sheet. The company reduced its debt from CN¥2.71b to CN¥977.7m and holds CN¥8.98b in cash. With liabilities of CN¥11.4b due within 12 months, Bosideng has CN¥2.22b more liquid assets than total liabilities. It converted 77% of EBIT to free cash flow, suggesting it can manage debt safely. Despite debt, Bosideng's financial position appears stable, with growth in EBIT and strong cash flow conversion.

Bosideng International Holdings (HKG:3998) Could Easily Take On More Debt

BOSIDENG(03998.HK)