Topsports International Pre-IPO - History Has a Lot to Tell About Growth and Margins
Topsports International (TOP HK)Â (TIH) plans to raise around US$1bn in its Hong Kong listing, as per media reports. TIH is the largest sportswear...
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361 Degrees: Running on Fumes
RecommendationWe initiate on 361 degrees international (1361 HK) and its subsidiaries (“361°” or the “Group”) with an UNDERWEIGHT recommendation on...
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Notes from the Silk Road: Xtep Int’l Holdings (1368 HK) - Confirming a Step Up
â– Two positive announcements in quick succession: Xtep International (Xtep) have confirmed our outlook that their turnaround strategy is on track,...
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ANTA/Amer: Good Deal for Amer and FountainVest, a Poor Deal for ANTA
A consortium led by Anta Sports Products (2020 HK) launched a recommended public cash tender offer for Amer Sports Oyj (AMEAS FH)Â last Friday. The...
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Notes from the Silk Road: Xtep Int'l Holdings (1368 HK)
Regaining race pace, after a stumbleXtep International Holdings (1368 HK) has exposure to three themes. The first is the emergence of domestic...
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