智通财经APP讯，思捷环球(00330)发布公告，于2025年8月25日因资本重组削减25.48亿股股份。 ...

思捷环球(00330)发布公告，于2025年8月25日因资本重组削减25.48亿股股份。 ...

公司名稱： 思捷環球控股有限公司 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 呈交日期： 2025年8月25日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | FF305 | | --- | | | | | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00330 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | 事件 | | 已 ...

Company Overview - Esprit Holdings Limited, established in 1968, is an international fashion brand that embodies a casual and sunny Californian lifestyle. The brand offers unique styles in women's, men's, and children's clothing, emphasizing high-quality design and craftsmanship [2]. Financial Performance - As of December 31, 2024, Esprit reported total revenue of HKD 38.89 million, a decrease of 16% year-on-year. The net profit attributable to shareholders was -HKD 1.136 billion, an increase of 47.54% year-on-year. The gross margin stood at 97.62%, and the debt-to-asset ratio was 57.45% [1]. - In the past month, Esprit's stock has seen a cumulative decline of 1.85%, and a year-to-date decline of 19.7%, underperforming the Hang Seng Index, which has increased by 25.15% [1]. Market Valuation - The current price-to-earnings (P/E) ratio for Esprit is -0.24, ranking 119th in the textile and apparel industry, which has an average P/E ratio of -11.08 and a median of 3.48 [1]. - Other companies in the industry include FAST RETAIL-DRS (P/E 0.35), Zhejiang Yong'an (P/E 1.34), and Shanshan Brand (P/E 3.46) [1]. Upcoming Events - Esprit is scheduled to disclose its mid-year report for the fiscal year 2025 on August 27, 2025. The company anticipates a significant increase in profit attributable to shareholders, estimated at approximately HKD 1 million, representing a year-on-year growth of 101.79% [3].

Group 1: Hong Kong Stocks Performance - Miniso (09896) surged over 20% after reporting a 10% year-on-year increase in adjusted net profit for Q2, with TOP TOY revenue skyrocketing by 87.0% [1] - Li Ning (02331) rose over 6% as it announced a 3.3% year-on-year increase in revenue and declared an interim dividend of HKD 0.3359 per share [1] - Innovent Biologics (02096) increased by over 6% following a 26% year-on-year growth in innovative drug revenue, expanding its commercialized innovative drug portfolio to ten products [1] - Tuhu-W (09690) gained over 10% after reporting a 14.6% year-on-year increase in adjusted net profit while continuing to optimize supply-side costs [1] - Kuaishou-W (01024) rose over 4% with impressive Q2 results and accelerated commercialization [1] - UBTECH (09880) increased over 3% as it led the establishment of two national technical standards for humanoid robots [1] - InnoCare Pharma (02577) saw a rise of over 5% after announcing a partnership with NVIDIA [1] Group 2: Other Notable Performances - China Communications Services (00552) fell over 2% despite a slight 0.18% year-on-year increase in net profit attributable to shareholders, with stable development among its three major clients [2] - Parkson Group (03368) surged nearly 25% after reporting a turnaround to profitability in the first half of the year and proposing an interim dividend of HKD 0.02 per share [2] - Esprit Holdings (00330) jumped over 37% after issuing a profit warning, expecting a net profit of approximately HKD 1 million for the six months ending June 30, 2025 [2] - XPeng Motors (09868) rose over 10% as CEO He Xiaopeng increased his stake by purchasing 3.1 million Class A ordinary shares at an average price of HKD 80.49 per share [2] Group 3: US Market Highlights - Coty (COTY.US) plummeted 21.60% due to weak performance in the US market, retailer destocking, and consumers seeking value, impacting Q4 results [3] - NIO (NIO.US) increased by 9.27% ahead of the launch of its new ES8 product and the start of pre-sales [3] - Huazhu Group (HTHT.US) continued to rise by 2.19% with a 41.3% year-on-year increase in revenue and net profit, benefiting from management franchise and licensing business [3] - Boss Zhipin (BZ.US) rose 6.61% after reporting an over 85% year-on-year increase in net profit for the mid-year and extending its share buyback plan [3] - Youlan Group (YOUL.US) surged 17.13% after announcing plans to acquire four companies to expand its online recruitment and regional market share [3] - Hesai Technology (HSAI.US) increased by 11.00% amid market speculation about a potential IPO in Hong Kong to raise approximately USD 300 million [3] Group 4: Additional US Stock Movements - Miniso (MNSO.US) rose 6.38% after reporting a revenue of CNY 9.39 billion for the first half of the year, a year-on-year increase of 21.1%, with adjusted net profit of CNY 1.28 billion [4] - Walmart (WMT.US) fell 4.49% as Q2 adjusted earnings per share fell short of expectations due to increased insurance claims, legal fees, and restructuring costs [4] - Gilead Sciences (GILD.US) dropped 2.18% after CVS Health decided not to include Gilead's new HIV prevention drug Yeztugo in its business plans [4] - XPeng Motors (XPEV.US) rose 11.68% following the CEO's purchase of 3.1 million Class A ordinary shares [5] - Aegon (AEG.US) increased by 7.64% after reporting a turnaround to profitability in the first half of 2025, primarily driven by growth in its US business [5]

Core Viewpoint - The company, Esprit Holdings (00330), has experienced a significant stock price increase of over 30% following the announcement of a positive earnings forecast, indicating a turnaround in its financial performance [1]. Financial Performance - Esprit Holdings anticipates an unaudited net profit attributable to shareholders of approximately HKD 1 million for the six months ending June 30, 2025, compared to an unaudited net loss of approximately HKD 56 million in the same period last year [1]. - The upcoming first half of 2025 marks a critical phase in the company's transformation journey, following extensive restructuring efforts implemented in 2024 [1]. Business Model Shift - The company has decisively shifted from a high-cost, capital-intensive direct retail business model to a light-asset, license-driven brand management model [1].

Core Viewpoint - The company, Esprit Holdings (00330), has experienced a significant stock price increase of over 30% following the announcement of a positive earnings forecast, indicating a turnaround in financial performance [1] Financial Performance - Esprit Holdings anticipates an unaudited net profit attributable to shareholders of approximately HKD 1 million for the six months ending June 30, 2025, compared to an unaudited net loss of approximately HKD 56 million in the same period last year [1] Strategic Shift - The first half of 2025 marks a critical phase in the company's transformation journey, following extensive restructuring measures implemented in 2024 [1] - The company has decisively shifted from a high-cost, capital-intensive direct retail business model to a light-asset, license-driven brand management model [1]

本文源自：金融界 作者：行情君 截至2024年年报，思捷环球营业总收入3889.37万元、净利润-11.36亿元。 8月27日，思捷环球将披露2025财年中报。 8月22日，思捷环球(00330)盘中上涨15.09%，截至09:56，报0.122元/股，成交105.24万元。 思捷环球控股有限公司是一家国际时装品牌，主营业务为设计和销售Esprit和edc品牌的女装、男装和童 装。公司的产品在全球40多个国家销售，拥有900多间自主经营的零售店铺和逾8,500个批发销售点。 ...

Core Viewpoint - The company is expected to report a net profit of approximately HKD 1 million for the six months ending June 30, 2025, a significant improvement compared to a net loss of approximately HKD 56 million in the same period of 2024 [1] Group 1: Financial Performance - The company's revenue from continuing operations is approximately HKD 7 million, compared to approximately HKD 26 million in the same period of 2024 [1] - The stock price of the company increased by 9.43%, reaching HKD 0.116 at the time of reporting [1] Group 2: Strategic Transition - The first half of 2025 marks a critical phase in the company's transformation journey, following extensive restructuring measures implemented in 2024 [1] - The company has decisively shifted from a high-cost, capital-intensive direct retail business model to a light-asset, license-driven brand management model [1]

Core Viewpoint - The company has successfully transformed from a high-cost, capital-intensive direct retail model to a light-asset, license-driven brand management model, resulting in improved cost efficiency and initial revenue from new licensing agreements [1] Financial Performance - Revenue from continuing operations decreased from HKD 26 million in the same period last year to approximately HKD 7 million, while net loss significantly narrowed from HKD 119 million to HKD 21 million [1] - Operating expenses were reduced by 83%, totaling approximately HKD 26 million, due to the closure of unprofitable subsidiaries, scaling down backend operations, and eliminating fixed indirect costs [1] Future Outlook - The company expects to achieve a net profit attributable to shareholders of approximately HKD 100 million for the mid-term of the 2025 fiscal year, compared to a net loss of HKD 56 million in the same period last year [2]