Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Q1 Update Highlights the Struggle Ahead
Chinese sportswear is not a primary item in the consumer's discretionary spend, but it is still attractive once confidence in economic circumstance...
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Li Ning (2331): Still Preferred over Anta in Difficult Period
This is part three after Li Ning or Anta: Which One? ,and Anta (2020): Big Growth But... which has so far produced +15% dollar neutral and +20.55%...
443 Views
Notes from the Silk Road: XTep Intl Holdings (1368 HK):Athletic Wear Not on the China Consumer List
Xtep’s 2019 annual results and their update on the Corona Virus (Covid-19) pandemic has provided a useful insight into the consumer sector. We...
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Notes from the Silk Road: XTep Int’l Holdings (1368 HK): Negative Earnings Watch in Place
XTep has followed Anta Sports Products (2020 HK) lead of 17th February and finally updated investors on the situation they are facing relating to...
420 Views
Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Q4 2019 Update - Is There Pricing Risk?
We review the Q4 2019 sales update and how it relates to forecasts for the 2019 year. Our stock rank system highlights some interesting facets for...
435 Views