Anta Sports Products (2020 HK) sees positive sales momentum in 3Q22 and will benefit from further distribution network optimisation. Potentially, Amer Sports will start positive contribution as well.
Rollout of "light down apparel" concept, introduction of Eileen Gu as spokesperson and opening of Shanghai flagship store will contribute to Bosideng International Holdings (3998 HK)'s peak season.
Haier Smart Home Co Ltd (6690 HK) will benefit from Casarte's good growth pace and the catch-up in "Three-Winged Bird" stores. More emerging market expansions will drive overseas business.
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