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...
202 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...
359 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...
286 Views
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...
425 Views