Privatization a Good Way Out of Belle Which Has Little Earnings Growth Prospects
We suggest shareholders vote in favor of the privatization of no-moat Belle. The consideration price of the privatization is HKD 6.3 per share, 20%...
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Belle International - Privatization Offer at HKD 6.30 from Management and PE Backers
Before the opening bell on Tuesday, 18 April 2017, Belle International Holdings Limited (1880 HK), requested a trading halt pending the release of...
603 Views
Anta Sports - Raising for Hopefully a Good Acquisition, Great Track Record Helps
Anta Sports plans to raise around US$500m in order to fund acquisition of yet to be announced international brand to aid its expansion plans.The...
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Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong
We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn...
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Belle's Footwear Same-Store Sales Decline Improved
Following the release of Belle’s second-quarter operating data, we have changed our 2017 footwear same-store sales decline assumption from 16.6% to...
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