Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
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Amer Sports Pre-IPO - The Positives - Great Brands, Strong Growth
Amer Sports (AS US) plans to raise more than US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta Sports Products (2020 HK) led...
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Bosideng (3998 HK): Never Fail to Deliver
Bosideng achieved 25.1% profit growth despite tough consumption market. Healthy revenue growth, stable margins, and improved store efficiency are...
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Moncler (MONC IM): Not Just A Fashion Down Jacket Brand
Moncler SpA (MONC IM) is a leading luxury outerwear brand with a strong market position and increasing brand value, deserving of a higher valuation.
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Bosideng (3998 HK): Outlook Stays Promising
The release of pent-up demand, recovery in gross margin, further improvement in channel efficiency and operating leverage from cost control will...
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