3Q17 China Online Sportswear– Top US Brands Well Performed but Sports Apparel Showed Downside Risk
China Sportswear sales accelerated in 2017Q3, showing 34% Y/Y growth. Top US companies won the race among all other sportswear companies,...
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HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC,...
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Xtep (1368 HK) - FY25E Guidance Unchanged After 1H25 Beat
Going into 2H25E, even though the macro backdrop is still quite worrying, Xtep should still be able to achieve its rather prudent FY25E guidance,...
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Xtep (1368 HK) - 2Q25 Was Weak but Guidance Remained Intact
However, because Xtep’s FY25E guidance has been conservative and its inventory level has been low and healthy, we tend to believe its sales growth
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China Dongxiang (3818 HK): Better than It Appears
​China Dongxiang Group shows promising operating and financial improvements despite unexciting 2H FY25 results. The stock remains highly...
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