Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
375 Views
3Q17 China Online Sportswear– Top US Brands Well Performed but Sports Apparel Showed Downside Risk
China Sportswear sales accelerated in 2017Q3, showing 34% Y/Y growth. Top US companies won the race among all other sportswear companies,...
241 Views
Anta's Rise to No.3 Sportswear Brand in Tmall Demonstrates Its Moat; FVE Raised to HKD 30 Per Share
We have upgraded narrow-moat Anta’s fair value estimate to HKD 30.00 per share from HKD 21.00 per share as higher margin e-commerce businesses...
214 Views
Field Trip to Anta's Headquarters Indicates Anta Is on the Right Track; Raising FVE by 5%
With sound positioning and pricing strategies, improved store image and products, more effort to respond to current trends, and proprietary...
199 Views
It's Gotta Be the Shoes: Anta's 2017 Fourth-Quarter Order Book Heats Up
Reduced trade-fair orders as a percentage of total orders, a relatively high comparison base, and less favorable seasonality did not cap Anta's...
179 Views