Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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Notes from the Silk Road: Xtep Int'l Holdings (1368 HK)
Regaining race pace, after a stumbleXtep International Holdings (1368 HK) has exposure to three themes. The first is the emergence of domestic...
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Anta: How to Benefit from the Fit Wannabe Craze in China
Anta Sports Products Ltd (2020 HK) has delivered record-breaking revenue with a consistent margin over the years and that is higher than its...
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Another Strong Result for Anta; FVE Increased to HKD 43
Narrow-moat Anta Sports Products Ltd (2020 HK)'s full-year 2017 result showed strong revenue growth in the second half but reduced operating...
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Sector Capsule: Sportswear in China
Sportswear increases by 12% in current value terms in 2017, to reach CNY212 billion Upgrading of consumption and supportive government policies...
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