波司登_研究战术思路

March 10, 2025 12:35 AM GMT Bosideng International Holdings Limited | Asia Pacific Research Tactical Idea We believe the share price will rise in absolute terms over the next 60 days. We recently named Bosideng our Top Pick, and see further upside from the current attractive 11x NTM P/E. We think its previewed 10% sales growth for Mar-end F25 (+6% in 2H) and faster NP growth are better than feared, which speaks to its business quality and competitive edge despite a warm winter and tough comp. We expect re-r ...