It Is Time to Up the Anta
Anta's multibrand portfolio benefits from strong demand for sportswear.Hong Kong-listed Anta Sports Products Ltd (2020 HK) is China’s largest...
287 Views
Channel Check Suggests Heightened Brand Awareness, Anta's FVE Lift to HKD 55
We are raising our fair value estimate for narrow-moat Anta to HKD 55 per share from HKD 43 as we believe very strong first-quarter numbers were...
212 Views
Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
430 Views
Notes from the Silk Road: Xtep Int'l Holdings (1368 HK)
Regaining race pace, after a stumbleXtep International Holdings (1368 HK) has exposure to three themes. The first is the emergence of domestic...
310 Views
Anta: How to Benefit from the Fit Wannabe Craze in China
Anta Sports Products Ltd (2020 HK) has delivered record-breaking revenue with a consistent margin over the years and that is higher than its...
303 Views