ENTITY
China Dongxiang

China Dongxiang (3818 HK)

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Analysis
Consumer DiscretionaryChina
China Dongxiang Group Co Ltd retails sportswear apparel products.
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bullishChina Dongxiang
23 Feb 2024 10:13

China Dongxiang (3818 HK): Turned Around on Sports Business

Along with the encouraging 3Q FY24 (Oct-Dec 2023) sportswear sales - Kappa brand sales up mid 40%–50% YoY, China Dongxiang has benefited from the...

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bullishChina Dongxiang
22 Jun 2023 08:00

China Dongxiang (3818 HK): Demonstrating the Capability to Come Back

CNDX has a good FY22/23 result, supported by sharp recovery in investment portfolio contribution. It trades on 0.2x P/B with most of its book being...

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31 Mar 2022 21:08
Smartkarma Originals

China Consumer Discretionary: Beneficiaries of The Nationalistic Trend

We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China's consumer discretionary sector...

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19 Jul 2021 08:39

CTG Duty Free (601888 CH) H-Share Pre-IPO: Fundamentally Speaking

In relation to CTG Duty Free's H-share IPO, key positives are: 1.) absolute leadership in China's duty free market, 2.) encouraging growth outlook,...

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bearishAmer Sports
10 Jan 2024 18:17

Amer Sports IPO: The Bear Case

The bear case rests on ball and racquet sports’ deteriorating performance, EBIT margin not materially improving under the consortium’s ownership,...

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