Topsports Placement - Previous Deal Didn't Do Well, More to Come
CDH aims to raise around US$236m via selling a 2.3% stake in Topsports International (6110 HK). This will be the second selldown in the company in...
559 Views
Anta (2020): Higher Margin on the Way
Despite outperforming Li Ning Co Ltd (2331 HK) in the 10 year period, Anta Sports Products (2020 HK) share price this year has underperformed Li...
435 Views
ASICS: Near 20-Year Forward EV/​OP Peak
Japanese sporting goods company ASICS Corp (7936 JP)’s share price and consensus FY+2 EV/OP has declined by 2.8% and 8.4% respectively, since our...
473 Views
Topsports Placement - Parent Selling but Discount Is Enticing at the Low-End
Belle International Holdings (1880 HK) the parent of Topsports International (6110 HK) aims to raise around US$310m via selling 3.57% of the...
700 Views
Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Q1 Update Highlights the Struggle Ahead
Chinese sportswear is not a primary item in the consumer's discretionary spend, but it is still attractive once confidence in economic circumstance...
423 Views