Anta Sports (2020 HK): 1Q25 Stable, yet the Margin Remains Our Concern
Anta Sports has a healthy 1Q25, but uncertainty looms due to the US-China trade war and Amer Sports' exposure. The Jack Wolfskin acquisition will...
485 Views
Anta Sports (2020 HK): Need to Exercise Caution
Anta's strong FY24 result was overshadowed by one-offs and Amer's impact, with earnings declining by 5.4% in 2H24. ANTA and FILA brands facing...
508 Views
Last Week in Event SPACE: Seven & I, Yangzijiang Shipbuilding, Pentamaster Int'l, T'Way Holdings
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
494 Views
HK CEO & Director Dealings (28th Feb 2025): Mobvista, Xtep, Onewo, Bonny International
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
602 Views
China Dongxiang (3818 HK): More than Just BABA
CNDX's share price has not reflected BABA's, and the price ratio is at a historical low. The change in market cap has not kept pace with SOTP. Its...
453 Views