瑞信(Credit Suisse):中国消费行业-台湾地区非必需消费品市场分析报告-克服周期性逆风(英文版)(27页)
TaiwanConsumerDiscretionaryNavigatingthroughcyclicalheadwindsConsumerDiscretionary|SectorReviewFigure1:WeestimateTaiwanApparelandFootwear’ssalesgrowthtoaccelerateto32%in2H22,partlyoffalowbaseforsports-centrictextilesOEMsSource:Companydata,CreditSuisseestimatesPricedforsubstantialearningsdownside.Yea...
2023-10-29
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