Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Should We Continue to Step Away?
We have moved to review our stance and numbers around Xtep. Certainly, half-year numbers could provide evidence of a more positive stance to be...
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Yeti, Inc IPO: How Much Should Investors Pay to Be Cool?
YETI Holdings Inc (YETI US), a US-based company specializing in premium outdoor equipment, has filed to sell its shares on the New York Stock...
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Samsonite Viable Short Set Up
Samsonite was already showing signs of strain in the choppy rising wedge accompanied by maturing bear divergence. Sluggish overlapping choppy rises...
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Samsonite's Rebuttal Clears Up Accounting Concerns but CEO Tainwala Steps Down
We maintain our fair value estimate of HKD 40.50 on Samsonite following its detailed rebuttal to short seller Blue Orca's accusations of accounting...
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Risk from Samsonite’s Skeletons Priced In, but Cloud of Suspicion May Linger
Samsonite’s share price fell 10% today before the stock was suspended from trading, following a report from short seller Blue Orca that the company...
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