高盛：亚太地区纺织、服装和鞋类_月度追踪_2024 年 9 月_OEM 继续稳健增长；PS 复苏停滞不前
高盛证券·2024-10-10 13:39
10 October 2024 | 7:38AM HKT _ Asia Pacific Textile, Apparel & Footwear: Monthly Tracker: Sep 2024: Solid OEM growth continues; stagnant PS recovery Our key takeaways from our Sep monthly tracker along with brands'/OEMs' recent comments include: 1) In Sep, solid growth continued for OEMs. Most players saw MoM growth acceleration which should be supported by healthy order trends; Feng Tay, however, remains an underperformer due to high exposure to Nike's basketball/lifestyle products, in line with that brand ...