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...
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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...
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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...
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ASICS: Near 20-Year Forward EV/OP Peak
Japanese sporting goods company ASICS Corp (7936 JP)’s share price and consensus FY+2 EV/OP has declined by 2.8% and 8.4% respectively, since our...
360 Views
Topsports Placement - Parent Selling but Discount Is Enticing at the Low-End
Belle International Holdings (1880 HK) the parent of Topsports International (6110 HK) aims to raise around US$310m via selling 3.57% of the...
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