瑞士钟表

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国泰海通:关注后续估值有望修复标的中报发布 行业短期关注安踏体育等
Zhi Tong Cai Jing· 2025-08-25 08:46
Group 1 - The textile and apparel sector in Hong Kong has shown strong stock performance following the release of interim reports, with a recommendation to focus on quality stocks with cautious or clear interim expectations and stable full-year performance, such as Shenzhou International, Jiangnan Buyi, and Anta Sports [1] - Notable stock price increases post-interim report include: Yue Yuen (+10.25%), Samsonite (+0.18%), Crystal International (+13.49%), Xtep International (+16.75%), and Li Ning (+8.78%), attributed to results meeting or slightly exceeding market expectations and stable full-year performance forecasts for 2025 [2] - The low valuation and dividend attributes of these companies are highlighted, with projected P/E ratios and dividend yields for 2025/26 as follows: Yue Yuen (7.3X/6.5X, 10%/11%), Samsonite (11X/10X, 4%/5%), Crystal International (10X/9X, 5.8%/6.4%), Xtep International (12X/11X, 4.0%/4.4%), and Li Ning (18.6X/17.8X, 2.7%/2.8%) [2] Group 2 - In July, Swiss watch exports (excluding the US) improved on a month-on-month basis, with Singapore and Hong Kong leading the growth, while overall global exports showed a year-on-year increase of 6.9% [3] - The export figures for July indicate a significant increase in the US due to tariff disruptions, with global exports (excluding the US) showing a year-on-year decline of 0.9% but an improvement from June's -3.2% [3] - Cumulative export data from January to July shows a year-on-year increase of 1.0% for global exports, while specific regions like China and Hong Kong experienced declines [3]
在美上市瑞士钟表股下跌,特朗普对瑞士进口产品征收39%关税
news flash· 2025-08-01 15:26
Watches of Switzerland Group PLC 美国总统特朗普宣布对瑞士进口产品征收39%的新关税,导致美国上市瑞士钟表公司的股价应声下跌。 个股中,瑞士历峰集团ADR跌3.08%,使得本周迄今累计跌幅达到8.80%;瑞士钟表集团(Watches of Switzerland Group Plc.)ADR跌7.73%,斯沃琪集团 (Swatches of Switzerland) 的ADR下跌8.7%。 け峰集材 OTCMKTS: CFRUY : 市场概况 > 历峰集团 15.76 USD + 关注 -1.52 (-8.80%) + 过去 5 天 8月1日 GMT-4 上午10:59 · 免责声明 1 天 1 个月 YTD 5天 最大 17.5 17.0 16.5 16.0 15.5 7月30日 7月31日 7月29日 8月1日 开盘 15.74 市值 14.72万亿 ZAR 52 周高点 21.04 最高 15.89 52 周低点 13.06 市盈率 15.58 股息收益率 最低 季度分红金额 Watches of Switzerland Group PLC OTCMKTS: WOSGF ...