China Dongxiang (3818 HK): What Can We Expect from the Final Result?
We see CNDX to post good FY21 result next Weds, with things to watch include good recovery at sportswear business, solid performance from...
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Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Profit Warning Comes as No Surprise
In April 2020, we highlighted that the head winds for XTEP in H1 2020 were likely to be strong; our reasoning was that Chinese sportswear is not a...
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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...
378 Views
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%...
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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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