Pargesa/GBL’s Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
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Li Ning (2331): Still Preferred over Anta in Difficult Period
This is part three after Li Ning or Anta: Which One? ,and Anta (2020): Big Growth But... which has so far produced +15% dollar neutral and +20.55%...
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Notes from the Silk Road: XTep Intl Holdings (1368 HK):Athletic Wear Not on the China Consumer List
Xtep’s 2019 annual results and their update on the Corona Virus (Covid-19) pandemic has provided a useful insight into the consumer sector. We...
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Topsports - Nike Results Are Encouraging for the Short-Term but Not so for the Long Term
Nike Inc Cl B (NKE US) reported its results yesterday for the quarter ending Feb 20. In its results briefing it provided an update on its China...
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The Month the World Stood Still - A Novice Small Business Guide to Avoiding a Long Recession
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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