FY22 largely in-line; Auto／VR to accelerate growth
FY22E preview： page not yet turned
Fair valuation despite FY22 high earnings quality
FY22 results below; GPM recovery on better product mix
Hopson： weaker but much better than peers FY22
思摩尔国际(06969)FY22 业绩会纪要-港股-调研纪要
轻工制造及纺织服装行业周报：Lululemon FY22收入快速增长，存货暂处高位
FY22收入8.84亿人民币，调后净利0.98亿派息率50%
Yanlord：Resilient FY22 results and business model; maintain Buy
维珍妮：FY22交流纪要-调后净利润5亿人民币+232%超预期，运营拐点全面开花-20220629
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