Asics (7936) | Running Out of Steam
We see near term headwinds to the outlook from supply chain disruptions. Q4 earnings and guidance for 2022 may disappoint a market that had started...
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Adidas Go Full Crypto
I used to tell brands that the best case study to research is Twitter. Now, I think it’s Adidas. Especially in a Sports context.
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Li Ning Placement - Momentum Remains Strong. Past Deals Have Done Well.
Li Ning aims to raise around US$1bn via a top-up placement in Hong Kong. The company has been doing well over the past year and most of the past...
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Chinese Sportswear: Macro Headwinds Pose Significant Downside Risks
The Chinese sportswear market is highly influenced by the GDP growth as it declined at an annual average rate of 2% during 2011-13 when the GDP...
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Sino-US/ Tech/ Covid-19/ Exercise/ Babies
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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