Anta Sports (2020 HK): 1H26, Strategy Shift Beneath Steady Financials, 50% Upside
We have to admit that brand acquisitions are a sustainable path forward. Domestically, the ANTA brand is placing increasing emphasis on online...
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2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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Anta (2020 HK) 1H26 Preview: Southeast Asia Expansion to Underpin Long-Term Value
The Southeast Asia expansion plan and the robust performance of "other brands" will sustain double-digit growth. Strong operating cash flow will...
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Primer: ANTA Sports (2020 HK) - Aug 2026
Dominant Multi-Brand Strategy in a High-Growth Market: ANTA Sports has solidified its leadership in the Chinese sportswear market, surpassing...
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Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
$769 has lagged other rare earth plays but it is now up 100% in two days. We would look to sell half and keep the rest as a free ride. Hard...
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