Anta/Li Ning/Xtep: China Sportswear 1Q24 Update
Anta Sports (2020 HK), Li Ning (2331 HK), and Xtep International (1368 HK) have announced 1Q24 operational updates, with additional color given in...
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Anta Sports (2020 HK): Sustains Strengths into FY24
Anta's 1Q24 sales were lower than the full-year target, with ANTA brand up mid-single digit, FILA brand up high-single digit, and other brands up...
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HK Short Interest Weekly: Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental
We analyzed the latest HK SFC report for aggregate short position as of Jul 12th and highlight short interest changes in Tencent, Nongfu Spring,...
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Anta Sports (2020 HK): 2024 High Conviction Update - Earnings Beat In 2H23
Outlook intact post results briefing. Anta is a clean growth story that is attractively valued - should benefit from improved sentiment on China...
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ECM Weekly (4th Feb 2024) - Ola Electric, Mixue, Citicore, Amer, Thai Credit, Indus Tower, MTAL
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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