Topsports Placement - Previous Deal Didn't Do Well, More to Come
CDH aims to raise around US$236m via selling a 2.3% stake in Topsports International (6110 HK). This will be the second selldown in the company in...
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Smartkarma Originals
D2C Brands in Asia: Disruption Potential in Consumer Space
Insights for investors based on comparative study of Asia D2C landscape across India, SE Asia & China.Analysis of relative segment attractiveness....
2.3k Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
190 Views
Quick Picks that Are Hopeful of Keeping Delighting Chinese Consumers
The consumer sector in China has been a complex and dynamic one in recent years, with two totally opposing trends (of both consumption upgrade and...
350 Views
Anta (2020): Higher Margin on the Way
Despite outperforming Li Ning Co Ltd (2331 HK) in the 10 year period, Anta Sports Products (2020 HK) share price this year has underperformed Li...
276 Views