We came back from Bosideng's 1HFY26 result briefing with a slightly more constructive view. Company reiterated the outlook of 10% topline growth coupled with NPM expansion in view of QTD encouraging run-rate: Oct-to-Nov offline-channel delivered DD% yoy growth boost by new products, and management view Double-11 performance as satisfactory, likely consistent with market expectations as evidenced by recent share price rally. Additionally, we are also encouraged to hear of the company's solid results from col ...