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Yue Yuen Industrial Holdings (0551 HK) 8月製造表現靚麗 August operating data: manufacturing arm did well amid gradual recovery of the global footwear industry BUY (maintain) 投資要點/Investment Thesis 投资要点/Investment Thesis 公司公告8月數據 公司24年8月收入7.1億美元，同增12%；24年1-8月收入54億，同增0.3%；其中製造業務營收單月同比+21%，累計同比+7%；寶勝營收單月同比-6%，累計同比-9%。 同業8月表現分化，豐泰企業8月收入同減8%，儒鴻8月收入同增+37%。 Update: total revenue up 12% yoy in Aug, with manufacturing clocking 21% yoy Yue Yuen Industrial (YY) released a revenue update for August 2024 on 10 Sept 2024. YY generated revenue of USD710m (up 12% yoy) in August, bringing the first eight months’ revenue to USD5.4bn (up 0.3% yoy). By segment, the manufacturing arm achieved revenue growth of 21% yoy for August and 7% yoy for 24M8, while revenue from Pou Sheng declined 6% yoy for August a
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