2024 High Conviction: Anta Sports (2020 HK)
Anta Sports (2020 HK) is the second largest sportswear company in China. Its above-industry earnings growth, low market expectations, and multi...
Steve Zhou, CFA
369 Views
China Vanke (2202 HK): Short Term Trading Opportunity Post Conference Call
According to public news, China is drafting a white list of 50 developers, which includes Vanke. The list will be given to financial institutions...
Steve Zhou, CFA
637 Views
Nippon Paint (4612 JP): Results Beat On Resilient China 2C Business
Nippon Paint Holdings reported strong 3Q23 results, mainly driven by its resilient China decorative paint business. The company also raised its...
Steve Zhou, CFA
328 Views
China Feihe (6186 HK): Year-Of-The-Dragon Trade
China Feihe (6186 HK) has experienced a significant decline in valuation and earnings, but the investment opportunity lies in the anticipated...
Steve Zhou, CFA
297 Views
Eclat Textile (1476 TT): Start Of Upcycle
Eclat Textile Company (1476 TT) is a vertically integrated textile company. Growth is expected to return in 4Q23, and the current valuation is...
Steve Zhou, CFA
445 Views