SHENZHOU INTL Rises Approximately 5% in Early Trading Following Nike's Strong 1FQ Results
Nike's Fiscal Performance: Nike exceeded expectations in its first fiscal quarter, reporting revenue of USD 11.72 billion, a 1% year-over-year increase, and earnings per share of USD 0.49, surpassing market forecasts.
Market Reaction: Following the announcement, shares of major OEM Shenzhou International rose nearly 1.9%, reaching a peak of HKD 64.95, the highest in over nine months, with significant trading volume.
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Daiwa Reveals Preferred Stocks in Hong Kong Market (Table)
Stock Performance: TENCENT saw a notable increase of 2.306%, while SHENZHOU INTL and BABA-W also experienced gains of 1.536% and 1.530%, respectively.
Short Selling Data: TENCENT had a short selling amount of $529.35M with a ratio of 8.541%, while SHENZHOU INTL had a significantly higher short selling ratio of 35.574% at $62.89M.
Declines in Other Stocks: WEICHAI POWER, MIDEA GP, and HENGRUI PHARMA experienced slight declines, with MIDEA GP dropping by 0.775%.
Market Overview: The report includes delayed quotes for HK stocks and mentions that the short selling data is as of January 28, 2026, indicating a focus on real-time market analysis.
Daiwa Research: Early Arrival of Spring Rally; A-shares Market Expected to Transition into 'Slow Bull' Phase
Market Outlook: Investors may take profits ahead of the Lunar New Year and the Two Meetings in China, with Daiwa predicting a slow bull market supported by liquidity and stimulus policies.
Investment Strategy: Daiwa recommends a balanced investment approach in both mainland China and Hong Kong stock markets, focusing on sectors like technology hardware and high-dividend stocks.
Top Stock Picks: Notable stock recommendations include Tencent, Shenzhou International, Weichai Power, and Alibaba, all rated as "Buy" by Daiwa.
Market Data: The report includes short selling data and stock performance metrics, indicating market activity and investor sentiment as of January 15, 2026.
Nomura and Daiwa's Preferred Hong Kong Stocks (Table)
Nomura's Asia-Pacific Strategy Report: Nomura released a report recommending various stocks in the Asia-Pacific region, highlighting notable companies like Tencent, Baidu, and AIA, along with their short selling data and ratios.
Daiwa's Top Picks: Daiwa also published a report featuring its top stock picks in the H- and A-share markets, including Tencent, Alibaba, and Midea Group, with accompanying short selling statistics.
Market Performance: The reports indicate mixed performance among the recommended stocks, with some experiencing declines and varying levels of short selling activity.
Citi's E-commerce Outlook: Citi anticipates that a new trade-in policy will positively impact Chinese e-commerce platforms, helping to mitigate the effects of a high base in the first half of 2026.
M Stanley: Positive Indicators from Nike's Results for SHENZHOU INTL (02313.HK) Are Being Ignored by the Market; Maintains Overweight Rating
Nike's 2FQ26 Results Impact: Nike's recent financial results negatively affected SHENZHOU INTL's performance, leading to a decline in its share price.
Morgan Stanley's Analysis: Despite the negative impact, Morgan Stanley suggests that the market may have overlooked positive signals for SHENZHOU INTL, which derives over 75% of its sales from markets outside China.
Citi's Sales Growth Prediction: Citi forecasts that SHENZHOU INTL will achieve high single-digit sales growth in the coming year, indicating potential for recovery.
Investment Recommendation: Following the decline in SHENZHOU INTL's share price, Morgan Stanley has rated the stock as Overweight with a target price of $72, suggesting it may be a good time to invest.
Citi Forecasts SHENZHOU INTL to Achieve High Single-Digit Sales Growth in the Coming Year
Nike's Sales Outlook: Citi's report indicates that Nike's management anticipates a low single-digit decline in 3FQ sales, which could negatively impact its ODM suppliers like Shenzhou International.
Shenzhou International's Market Potential: Despite Nike's cautious outlook, Citi is optimistic about Shenzhou International's potential to grow its market share in new product areas such as running, golf, and basketball jerseys.
Future Sales Projections: Citi forecasts that Shenzhou International's sales orders from Nike will remain flat in 2026, with potential for high single-digit sales growth due to strong visibility from top customers.
Investment Opportunity: If Shenzhou International's stock price declines due to Nike's outlook, it may present a buying opportunity, with Citi rating the stock as a Buy and setting a target price of HKD94.
Midday Update: HSI Ends at 25,663, Gaining 165 Points; HSTI Reaches 5,480, Up 61 Points; WUXI BIO Surges Over 6%; HSBC HOLDINGS, TANWAN, NCI, and HYSAN DEV Achieve New Highs
Market Performance: The Hang Seng Index (HSI) rose by 165 points (0.6%) to 25,663, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains of 61 points (1.1%) and 44 points (0.5%) respectively.
Active Heavyweights: Notable stocks included Meituan (+2.3%), Tencent (+1.2%), Alibaba (+0.8%), and Ping An (+0.2%), with significant short selling activity reported across these companies.
Top Gainers and Losers: Wuxi Bio and XPeng were among the top gainers, rising 6.5% and 5.7% respectively, while Shenzhou International saw a decline of 3.9%.
New Highs: Several stocks, including HSBC Holdings and Tanwan, reached new highs, indicating positive market sentiment and investor interest in these companies.
Daiwa Reveals Preferred Stocks in Hong Kong Market (Table)
Stock Performance: TENCENT saw a notable increase of 2.306%, while SHENZHOU INTL and BABA-W also experienced gains of 1.536% and 1.530%, respectively.
Short Selling Data: TENCENT had a short selling amount of $529.35M with a ratio of 8.541%, while SHENZHOU INTL had a significantly higher short selling ratio of 35.574% at $62.89M.
Declines in Other Stocks: WEICHAI POWER, MIDEA GP, and HENGRUI PHARMA experienced slight declines, with MIDEA GP dropping by 0.775%.
Market Overview: The report includes delayed quotes for HK stocks and mentions that the short selling data is as of January 28, 2026, indicating a focus on real-time market analysis.
Daiwa Research: Early Arrival of Spring Rally; A-shares Market Expected to Transition into 'Slow Bull' Phase
Market Outlook: Investors may take profits ahead of the Lunar New Year and the Two Meetings in China, with Daiwa predicting a slow bull market supported by liquidity and stimulus policies.
Investment Strategy: Daiwa recommends a balanced investment approach in both mainland China and Hong Kong stock markets, focusing on sectors like technology hardware and high-dividend stocks.
Top Stock Picks: Notable stock recommendations include Tencent, Shenzhou International, Weichai Power, and Alibaba, all rated as "Buy" by Daiwa.
Market Data: The report includes short selling data and stock performance metrics, indicating market activity and investor sentiment as of January 15, 2026.
Nomura and Daiwa's Preferred Hong Kong Stocks (Table)
Nomura's Asia-Pacific Strategy Report: Nomura released a report recommending various stocks in the Asia-Pacific region, highlighting notable companies like Tencent, Baidu, and AIA, along with their short selling data and ratios.
Daiwa's Top Picks: Daiwa also published a report featuring its top stock picks in the H- and A-share markets, including Tencent, Alibaba, and Midea Group, with accompanying short selling statistics.
Market Performance: The reports indicate mixed performance among the recommended stocks, with some experiencing declines and varying levels of short selling activity.
Citi's E-commerce Outlook: Citi anticipates that a new trade-in policy will positively impact Chinese e-commerce platforms, helping to mitigate the effects of a high base in the first half of 2026.
M Stanley: Positive Indicators from Nike's Results for SHENZHOU INTL (02313.HK) Are Being Ignored by the Market; Maintains Overweight Rating
Nike's 2FQ26 Results Impact: Nike's recent financial results negatively affected SHENZHOU INTL's performance, leading to a decline in its share price.
Morgan Stanley's Analysis: Despite the negative impact, Morgan Stanley suggests that the market may have overlooked positive signals for SHENZHOU INTL, which derives over 75% of its sales from markets outside China.
Citi's Sales Growth Prediction: Citi forecasts that SHENZHOU INTL will achieve high single-digit sales growth in the coming year, indicating potential for recovery.
Investment Recommendation: Following the decline in SHENZHOU INTL's share price, Morgan Stanley has rated the stock as Overweight with a target price of $72, suggesting it may be a good time to invest.
Citi Forecasts SHENZHOU INTL to Achieve High Single-Digit Sales Growth in the Coming Year
Nike's Sales Outlook: Citi's report indicates that Nike's management anticipates a low single-digit decline in 3FQ sales, which could negatively impact its ODM suppliers like Shenzhou International.
Shenzhou International's Market Potential: Despite Nike's cautious outlook, Citi is optimistic about Shenzhou International's potential to grow its market share in new product areas such as running, golf, and basketball jerseys.
Future Sales Projections: Citi forecasts that Shenzhou International's sales orders from Nike will remain flat in 2026, with potential for high single-digit sales growth due to strong visibility from top customers.
Investment Opportunity: If Shenzhou International's stock price declines due to Nike's outlook, it may present a buying opportunity, with Citi rating the stock as a Buy and setting a target price of HKD94.
Midday Update: HSI Ends at 25,663, Gaining 165 Points; HSTI Reaches 5,480, Up 61 Points; WUXI BIO Surges Over 6%; HSBC HOLDINGS, TANWAN, NCI, and HYSAN DEV Achieve New Highs
Market Performance: The Hang Seng Index (HSI) rose by 165 points (0.6%) to 25,663, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains of 61 points (1.1%) and 44 points (0.5%) respectively.
Active Heavyweights: Notable stocks included Meituan (+2.3%), Tencent (+1.2%), Alibaba (+0.8%), and Ping An (+0.2%), with significant short selling activity reported across these companies.
Top Gainers and Losers: Wuxi Bio and XPeng were among the top gainers, rising 6.5% and 5.7% respectively, while Shenzhou International saw a decline of 3.9%.
New Highs: Several stocks, including HSBC Holdings and Tanwan, reached new highs, indicating positive market sentiment and investor interest in these companies.
