Core Viewpoint - Shenzhou International (02313) experienced a decline of over 3%, currently trading at HKD 61.05, with a transaction volume of HKD 123 million. This drop is linked to Nike's disappointing Q2 FY2026 earnings report, which led to a more than 10% drop in Nike's stock price [1] Group 1: Financial Performance - Nike's Q2 FY2026 report showed that despite revenue and profit exceeding market expectations, net profit fell by 32% year-on-year, dropping from USD 1.16 billion to USD 792 million [1] - Revenue in Greater China for Nike decreased by 17% year-on-year to USD 1.7 billion, with EBITDA declining significantly by 49% [1] Group 2: Analyst Insights - Citigroup recently revised its earnings forecast for Shenzhou International for 2025 to 2027 down by 2%, lowering the target price from HKD 95 to HKD 94 while maintaining a "Buy" rating [1] - The decline in Shenzhou International's stock price may reflect management's conservative outlook on sales, which could present a buying opportunity, as the expected dividend yield for FY2026 is 4.8% and the projected annual compound growth rate for earnings per share over the next three years is 12% [1]
申洲国际跌超3% 主要客户耐克第二财季净利同比下降32%