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In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
379 Views
Li Ning (2331): Marching On
Li Ning's valuation and share price may sound expensive but the appeal of an online focus business with higher profitability and leaner capital...
336 Views
The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
366 Views
Anta Sports Placement - Has Been Doing Well but the Chairman Selling Will Be -Ve for Sentiment
Anta Sports Products (2020 HK)'s Chairman aims to raise around US$1.5bn via selling a 3.3% stake in the company. In this note, we will run the deal...
511 Views
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...
521 Views