Zhi Tong Cai Jing·2025-10-21 06:24Core Viewpoint - Bosideng (03998) has seen a significant increase in stock price, rising by 10.67% to HKD 4.98, with a trading volume of HKD 499 million, driven by favorable weather conditions and positive market analysis [1] Group 1: Weather Impact - The upcoming typhoon "Fengshen" and its associated weather patterns are expected to bring strong winds and rain to South China and the northern South China Sea, which will likely boost demand for winter clothing [1] - Cold air moving south will create a core cooling area in Jiangnan and South China, enhancing the sales environment for winter apparel [1] Group 2: Market Analysis - Shenwan Hongyuan has recommended Bosideng, highlighting that the onset of colder weather will directly benefit the company's winter clothing sales [1] - The Chinese New Year in 2026 falls on February 17, which is 19 days later than in 2025, extending the effective sales window for the peak season and potentially increasing sales volume [1] - The low base from the warm winter of 2024 is expected to facilitate the achievement of sales targets for Bosideng [1] - The market is currently favoring high-dividend assets, and Bosideng has maintained a dividend payout ratio of over 80%, indicating strong future performance and valuation growth [1]