603908 COMEFLY OUTDOOR
- 33.25
- -0.25-0.75%
COMEFLY OUTDOOR News
Peak season starts, Mugaodi camping product line grows month-on-month, independent brands decline year-on-year in the first quarter|Direct impact on performance
① The second quarter is the peak season for camping. Since March, the company's camping product line has shown a significant month-on-month growth trend ② In the first quarter of this year, Mu Gaodi's own brand business fell 8.58% year on year, and online sales of the main business fell 20.81% year on year ③ The company's OEM/ODM business will be deeply involved in the North American market
Mu Gaodi (603908.SH): Plans to launch an incentive plan for 631,800 stock options
Ge Longhui, May 15, 丨 Mu Gaodi (603908.SH) announced the 2024 stock option incentive plan. The number of stock options to be granted to incentive recipients under the company's capital incentive plan was 631,800, accounting for about 0.95% of the company's total share capital of 66.69 million shares when the draft incentive plan was announced. Of these, 583,000 shares were granted for the first time, accounting for about 0.87% of the company's total share capital of 66.69 million shares when the draft incentive plan was announced, accounting for 92.28% of the total number of stock options granted; 48,800 shares were reserved, accounting for about 6,66 of the company's total share capital when the draft incentive plan was announced
Mu Gaodi (603908): The 24Q1 foundry business gradually picked up, and its own brand maintained steady development
Revenue in '23 increased 1.40% year over year, and net profit to mother changed -24.05%. The company achieved revenue of 1,456 billion yuan in 2023, +1.40% year-on-year. Net profit to mother was 107 million yuan, year-on-year -2
Mu Gaodi (603908): OEM business orders are picking up, and our own brand continues to gain strength
Matters: The company released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved revenue/net profit attributable to mother/net profit without return to mother of 14.6/1.1/100 million yuan, YoY +1.4% /-24.
Mu Gaodi (603908): Brand business led growth in 2023, OEM business picked up in the first quarter of 2024
Revenue increased slightly by 1.4% in 2023, and net interest rates declined due to increased expense ratios. The company's main business includes two major segments: the independent brand business for outdoor products and the OEM/ODM business. Revenue rose 1.4% to 1 in 2023
Mu Gaodi (603908): 1Q24 export business recovery looks forward to brand business growth
The 2023 results were lower than our expectations, and the 1Q24 results were higher than our expectations. The company announced 2023 and 1Q24 results: 2023 revenue of 1,456 billion yuan, +1.4% year-on-year; net profit of 1.07 billion yuan
Mu Gaodi (603908): The OEM business rebounded steadily in 24Q1 and maintained a high dividend ratio
Investment highlights: The company released its 2023 annual report and 2024 quarterly report. The 23-year results were slightly lower than expected, and the 24Q1 results were in line with expectations. 1) Revenue growth in 23 years, pressure on the OEM business, and increased cost ratios led to lower profits
Maki Takashi (603908): The Q1 foundry business is picking up, and annual performance recovery can be expected
Guide to this report: In 2023, independent brands grew rapidly, and the OEM business was under pressure to drag down performance; with the smooth downstreaming of the 2024Q1 foundry business, it is expected that the OEM business will continue to improve in the future. At the same time, independent brands will continue to gain strength and improve their performance throughout the year
The clothing and home textile sector fluctuated and intensified. Mercury Home Textiles rose and stopped. Ruyi Group rose more than 5%, while shares of Agor, Mugaudi, Semma Apparel, Meibang Apparel, and Langzi rose.
The clothing and home textile sector fluctuated and intensified. Mercury Home Textiles rose and stopped. Ruyi Group rose more than 5%, while shares of Agor, Mugaudi, Semma Apparel, Meibang Apparel, and Langzi rose.
Mu Gaodi (603908): OEM business orders improve the healthy development of private brands month-on-month
2023 Revenue +1% YoY /Net Profit to Mother -24% YoY. 1) In 2023, the company's revenue was 1.46 billion yuan, +1% year on year, net profit to mother was 110 million yuan, -24% year over year, net profit not attributable to mother
Mu Gaodi (603908.SH) announced first-quarter results, net profit of 31.5581 million yuan, a year-on-year increase of 9.28%
Mu Gaodi (603908.SH) disclosed its report for the first quarter of 2024. The company achieved operating revenue of 356 million yuan during the reporting period, an increase of 3.75% over the previous year. Net profit attributable to shareholders of listed companies was RMB 31.5581 million, an increase of 9.28% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 299.55,800 yuan, an increase of 16.87% over the previous year. Basic earnings per share were 0.47 yuan/share.
The net profit of Mu Gaodi (603908.SH) in 2023 was 107 million yuan, down 24.05% year on year
Gelonghui, April 29丨Mu Gaodi (603908.SH) announced that in 2023, the company achieved operating income of 1,456 billion yuan, an increase of 1.40% over the previous year, and realized net profit of 107 million yuan, a year-on-year decrease of 24.05%. Among them, the independent brand business achieved revenue of 926 million yuan, a year-on-year increase of 31.25%; the OEM/ODM business achieved revenue of 529 million yuan, a year-on-year decrease of 26.15%. It is proposed to distribute a cash dividend of 12 yuan (tax included) to all shareholders for every 10 shares, and the remaining undistributed profit will be carried over to the next year. The company plans to transfer the share capital to all shareholders with a capital reserve fund
Maki Gaodi (603908): Q1 export sales ushered in an inflection point, pressure on the Omoku Line
Incident Overview The company's 2023 revenue/net profit attributable to mother/ net profit deducted from non-mother and operating cash flow were RMB 14.56/1.07/1.04/279 billion, respectively, up 1.40%/-24.05% /-2
Mu Gaodi (603908): The rapid growth of private brands awaits the inflection point of export orders
Investment advice: Considering that export order pressure is dragging down the company's performance, the 2023-2025 EPS forecast was lowered to 2.01/2.48/2.95 yuan (2.28/2.70/3.23 yuan before adjustment)
Camping economy concept stocks boosted Sanfu's outdoor rise and fall
Gelonghui April 8 | Sanfu outdoor rose and stopped, Mu Gaodi rose more than 5%, followed by Pathfinder, Zhejiang Nature, Hals, and Yangzhou Jinquan. According to the news, data from online sales platforms shows that since March, the turnover of camping tents has increased 240% month-on-month, the turnover of shower tents has increased 150% month-on-month, and the turnover of three-in-one one-day automatic tents has increased 700% month-on-month.
Express News | The Qingming holiday camping economy continues to be booming, and listed companies have fallen into a performance bottleneck
Insiders With Their Considerable Ownership Were the Key Benefactors as Comefly Outdoor Co., Ltd. (SHSE:603908) Touches CN¥2.4b Market Cap
Key Insights Comefly Outdoor's significant insider ownership suggests inherent interests in company's expansion 51% of the company is held by a single shareholder (Tun Lu) 14% of Comefly Outdoor
A-share changes丨Outdoor camping concept rises and falls, Sanfu outdoor rises and falls
Gelonghui, March 14 | In the A-share market, the concept of outdoor camping rose in the afternoon. Sanfu outdoor rose and stopped, while Mughoudi, Pathfinder, Zhejiang Nature, and Zhejiang Zhengte rapidly followed suit. According to the news, recently, the popularity of flower viewing tours has soared across the country. On a travel platform, searches for “flower viewing” have increased 330% over the past week; the average number of daily ticket reservations for flower viewing attractions has increased by nearly 50% over the same period last year. Among them, Nanjing and Wuxi in Jiangsu, Wuhan in Hubei, and Anshun in Guizhou have become the most popular flower viewing destinations. As outdoor activities increase, sporting goods, skincare products, clothing, etc. are also included in shopping lists, ushering in a peak sales season.
Investors Don't See Light At End Of Comefly Outdoor Co., Ltd.'s (SHSE:603908) Tunnel And Push Stock Down 26%
To the annoyance of some shareholders, Comefly Outdoor Co., Ltd. (SHSE:603908) shares are down a considerable 26% in the last month, which continues a horrid run for the company. The recent drop co
Returns On Capital Are A Standout For Comefly Outdoor (SHSE:603908)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an eye out for. Ideally, a business will show two trends; firstly a growing retur
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