Citigroup released a research report stating that SHENZHOU INTL (02313) reported a net profit of RMB 5.825 billion for last year, a decrease of 6.7% year-on-year. Core profit, however, increased by 4.9% year-on-year to RMB 6.08 billion. These figures fell short of both market expectations and the bank's own forecasts by 4% and 6%, respectively. The report indicated that due to a weak demand outlook for sportswear, order growth is expected to slow to mid-single digits this year. Consequently, Citigroup has lowered its profit forecasts for the company for 2026 and 2027 by 11% to 13% and reduced its target price from HK$94 to HK$75. Nevertheless, considering that the current valuation is at a decade low and the forecasted dividend yield for this year is an attractive 5.6% in the long term, the bank advises buying the stock on price dips and reiterates its "Buy" rating.
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