Core Viewpoint - The sales performance of Giant Bio (02367) has been negatively impacted during the Double Eleven shopping festival, leading to a decline in stock price and revenue forecasts for the upcoming years [1] Group 1: Sales Performance - Giant Bio's Comfy brand experienced a year-on-year sales decline of 20% on Tmall and 50% on Douyin during the Double Eleven period [1] - The company's sales pressure is attributed to underperformance in the DaBo sales channel [1] Group 2: Revenue Forecasts - CMB International has revised its revenue growth forecast for Giant Bio for the years 2025/26 down to -3.5% and 13.6% respectively [1] - CITIC Securities has also adjusted its revenue and profit forecasts for 2025, citing industry conditions and corporate operational decisions as influencing factors [1] Group 3: Future Outlook - Despite current challenges, Giant Bio has solid brand assets and structural operational highlights [1] - The company has a clear short, medium, and long-term strategy, with Comfy setting a revenue target of 10 billion and a clear plan for products, operations, and channels [1] - The company is also working on brand rejuvenation for its Keli brand while aiming to create a second OTC blockbuster brand [1]
港股异动 | 巨子生物(02367)再跌超3% 可复美短期承压 多家机构下调公司业绩预测