Primer: On Holding AG (ONON US) - Oct 2025
On Holding AG is a high-growth premium sportswear brand that has rapidly gained market share through innovative products, particularly its...
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A Defensive Portfolio Prepared For The Wealth Effect’s Reversal
The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...
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Amer Sports (AS US): An Engine for Anta Sports (2020 HK)
​Amer Sports' contribution to Anta's earnings is set to rise significantly in FY24-26, with positive growth outlook in Greater China and Asia...
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On Holding Ag (ONON) - Tuesday, Dec 19, 2023
With most sales coming from wholesale and heavy reliance on North American market, any changes in trends or consumer preferences could negatively...
315 Views
Asics (7936) | Pumping the Brakes
​On's disappointing quarterly results lead to a 10% stock drop, while ASICS' share price is up 43% YTD. ASICS shareholders should consider profit...
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