How Rare Earth Elements Helped China's Textile Companies
President Trump will lower tariffs on ASEAN countries in exchange for future supply commitments of Rare Earth Elements (REEs) to counter China's...
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Consumer Discretionary - Sequential Improvement May Support Re-Rating
Upgrade our rating to OUTPERFORM on the consumer discretionary sector. The foot traffic of the 2024 10-1 National Day holidays was strong
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Consumer Discretionary - Cautiously Optimistic After a Mixed Golden Week
The 5-1 golden week holidays remain mixed, sales growth is resilient but the underlying are weak (traffic, ASP, discounts and margins), hence we...
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Screening the Silk Road:Â Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
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HK-Listed Apparel & Footwear Screener March 2026: Stella FY25 Result Update
We go into detail on Stella International's 1836 HK results for FY25 and our thoughts on the sustainability of the ~10.1% divident yield.
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