花旗:申洲國際將因耐克前景更好而獲益 維持買入評級
Citi's research report states that Nike's upward revision of its first-quarter performance expectations is beneficial for its supplier Shenzhou International. Nike is Shenzhou International's second-largest customer. Nike's better-than-expected first-quarter outlook is expected to support Shenzhou International's stock performance. Citi expects that despite the decline in revenue for this American company, thanks to Shenzhou International's focus on new product development, Nike's orders to Shenzhou International will remain flat this year. Citi maintains a buy rating on Shenzhou International, with a target price unchanged at HKD 100.00