Stella International Holdings Limited (31S) AI Stock Analysis
Stella International Holdings Limited
(Frankfurt:31S)
No summary available
Stella International Holdings Limited (31S) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 1.25B
- Dividend Yield
- 9.98%
- Average Volume (3M)
- 810
- Price to Earnings (P/E)
- 11.3
- Beta (1Y)
- 0.57
- Revenue Growth
- -4.87%
- EPS Growth
- -27.67%
- Country
- Germany
- Employees
- 44,700
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Apparel - Footwear & Accessories
Stella International Holdings Limited Business Overview & Revenue Model
Company Description
Stella International Holdings Limited is a globally active company primarily engaged in the conceptualization, development, production, and sale of footwear and leather accessories. Its market reach spans North America, the People's Republic of China...
Stella International Holdings Limited Earnings Call Summary
The earnings call highlighted solid performance in the fourth quarter, with increased revenue and shipment volumes. The company is focusing on operational efficiency and has a strong order book for 2024. However, there are challenges such as a decline in annual revenue, issues in the retail segment, and a weaker luxury market. Overall, the highlights and expectations for efficiency improvements and full order books for 2024 create a balanced sentiment.
Q4-2023 Updates
Positive Updates
Negative Updates
Company Guidance
During the earnings call for Stella International Holdings Limited, the company provided detailed guidance for the fourth quarter and the full year of 2023. The group's unaudited consolidated revenue for the fourth quarter increased by 13.5% to $389.5 million, while the full year revenue decreased by 8.5% to $1,492.7 million. The manufacturing business experienced a similar pattern, with a 13.5% revenue increase in the fourth quarter to $380.3 million and an 8.9% decrease for the full year to $1,044.3 million. Shipment volumes rose by 10.9% year-on-year in the fourth quarter but fell by 12.5% for the year. The average selling price (ASP) saw an increase of 2.1% in the fourth quarter and 4.2% for the year, attributed to changes in the customer and product mix. The company remains optimistic about its medium-term goals, aiming for a 10% operating margin and a low teens annualized growth rate in profit after tax over its three-year plan. For 2024, the company anticipates volume growth to be flat to mid-single digits, with ASP likely remaining flat, supported by gross margin improvements, better production efficiency, and cost controls.
Stella International Holdings Limited Peers Comparison
Overall Rating
HK:055171.75Outperform
HK:136168Neutral
HK:021067Neutral
HK:117042Neutral
HK:102339Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| HK:0551 | 72Outperform | HKD 21.96B | 7.23 | 6.60% | 9.54% | -3.17% | -24.14% |
| HK:1361 | 68Neutral | HKD 10.13B | 6.05 | 12.73% | 7.12% | 13.07% | 17.56% |
| HK:0210 | 67Neutral | HKD 573.68M | 4.95 | 11.96% | 6.90% | 1.49% | -9.08% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| HK:1170 | 42Neutral | HKD 269.68M | -3.75 | -6.97% | 12.61% | -2.99% | -111.29% |
| HK:1023 | 39Underperform | HKD 351.39M | -2.91 | -8.17% | 16.44% | -6.14% | 31.24% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:31S | Stella International Holdings | 1.47 | -0.17 | -10.53% | |
| HK:0210 | Daphne International Holdings | 0.29 | -0.10 | -25.26% | |
| HK:1170 | Kingmaker Footwear Holdings | 0.40 | -0.06 | -12.47% | |
| HK:1361 | 361 Degrees International | 4.70 | -0.75 | -13.73% | |
| HK:0551 | Yue Yuen Industrial (Holdings) | 13.63 | 0.47 | 3.55% | |
| HK:1023 | Sitoy Group Holdings Limited | 0.36 | -0.10 | -21.17% |
Disclaimer
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