Primer: China Dongxiang (3818 HK) - Apr 2026
China Dongxiang is the owner of the Kappa and Phenix brands in China, operating in the highly competitive and growing Chinese sportswear...
100 Views
China Dongxiang (3818 HK): Another Play on the Market Rally
China Dongxiang trades at an 82.1% discount to NAV despite the recent HK and China rally, with potential for a positive bottom-line swing in FY25...
867 Views
A8 New Media (800 HK): A Scheme with a 162% Takeover Premium
The high takeover premium, no shareholder holding a blocking stake, and low AGM minority participation rate point to a done deal. However, this is...
568 Views
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...
1.1k Views
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...
627 Views