Campus Activewear Pre-IPO - Synergistic Business Model, but in a Fragmented Industry
Campus Activewear Ltd (1535013D IN) is looking to raise about US$200m in its India IPO, via a 100% secondary selldown. Campus Activewear is a...
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Belle Fashion Pre-IPO - The Negatives - You'll Stumble in My Footsteps
Belle Fashion aims to raise around US$1bn in its HK listing, which would mark its return to the stock market after five years. In this note, we...
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Belle Fashion Pre-IPO - The Positives - Try Walking in My Shoes
Belle Fashion (BF) aims to raise around US$1bn in its Hong Kong listing, which would mark its return to the stock market after five years.
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ASICS (7936): Time for a Bounce
We had been bearish since mid-Dec on potential supply disruptions. With the share price down 30% from its 52-week high and production/shipping...
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Asics (7936) | Running Out of Steam
We see near term headwinds to the outlook from supply chain disruptions. Q4 earnings and guidance for 2022 may disappoint a market that had started...
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