Group 1 - The core point of the article is that Shenzhou International (02313) experienced a decline of over 3% in its stock price, attributed to the poor financial performance of its major client, Nike, which reported a 32% year-on-year drop in net profit for Q2 of fiscal year 2026 [1][1][1] - Nike's net profit fell from $1.16 billion in the same period last year to $792 million, despite revenue and earnings exceeding market expectations [1][1][1] - Revenue in Greater China for Nike decreased by 17% to $1.7 billion, with EBITDA dropping significantly by 49% [1][1][1] Group 2 - Citigroup recently downgraded its earnings forecast for Shenzhou International for 2025 to 2027 by 2%, lowering the target price from HKD 95 to HKD 94 while maintaining a "buy" rating [1][1][1] - The decline in Shenzhou's stock price may reflect management's conservative outlook on sales, which could present a buying opportunity, as the expected dividend yield for fiscal year 2026 is 4.8% and the projected compound annual growth rate for earnings per share over the next three years is 12% [1][1][1]
港股异动 | 申洲国际(02313)跌超3% 主要客户耐克第二财季净利同比下降32%