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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Trade Ideas: China Showing Signs of Recovering While the Rest of the World Slows Down
There are now various media reports and company filings indicating that the on-the-ground situation in China is starting to improve. To add to that...
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Topsports Lock-Up - Hasn't Corrected as Much, Watch Out for the Debt at Parent Level
Topsports International (TOP HK) (TIH) raised US$1.0bn in its Hong Kong listing and started trading on 10th Oct 2019. Its IPO lock-up will expire...
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