Shenzhou International's Share Price Weakness May Be an Overreaction -- Market Talk

Dow Jones01-08

0443 GMT - Shenzhou International's share price weakness may be an overreaction, according to Morningstar's Ivan Su in a research note. The supplier for global brands, including Nike, saw its share price decline more than 10% following Nike's weak results in China, the analyst notes. The reaction is "excessive," Su says. "While Nike China underperformed, it's important to note that only about 25% of Shenzhou's revenue is derived from China, with an even smaller portion tied specifically to Nike China," he says. Morningstar maintains its fair value estimate of HK$110.00. Shares were last 1.3% lower at HK$62.25.(tracy.qu@wsj.com)

(END) Dow Jones Newswires

January 07, 2026 23:43 ET (04:43 GMT)

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The reaction is \"excessive,\" Su says. \"While Nike China underperformed, it's important to note that only about 25% of Shenzhou's revenue is derived from China, with an even smaller portion tied specifically to Nike China,\" he says. Morningstar maintains its fair value estimate of HK$110.00. 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The supplier for global brands, including Nike, saw its share price decline more than 10% following Nike's weak results in China, the analyst notes. The reaction is \"excessive,\" Su says. \"While Nike China underperformed, it's important to note that only about 25% of Shenzhou's revenue is derived from China, with an even smaller portion tied specifically to Nike China,\" he says. Morningstar maintains its fair value estimate of HK$110.00. Shares were last 1.3% lower at HK$62.25.(tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 23:43 ET (04:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1267930573.SGD","symbol_name":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601332993","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601332993","pubTimestamp":1767847380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0443 GMT - Shenzhou International's share price weakness may be an overreaction, according to Morningstar's Ivan Su in a research note. 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The supplier for global brands, including Nike, saw its share price decline more than 10% following Nike's weak results in China, the analyst notes. The reaction is \"excessive,\" Su says. \"While Nike China underperformed, it's important to note that only about 25% of Shenzhou's revenue is derived from China, with an even smaller portion tied specifically to Nike China,\" he says. Morningstar maintains its fair value estimate of HK$110.00. 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