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Anta Sports Products (2020 HK)
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440
Analysis
Consumer Discretionary
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China
ANTA Sports Products Limited designs, develops, manufactures, and markets sportswear, including sports footwear and apparel for professionals and the general public.
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bearish
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Quantitative Analysis
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26 Mar 2023 10:05
HK Short Interest Weekly: Meituan, Gcl Tech, Link Reit, Sensetime, Trip.Com, Hsbc, Baba, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Mar 17th and highlight short interest changes in Meituan, Gcl Tech, Link...
Ke Yan, CFA, FRM
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297 Views
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bullish
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Anta Sports Products
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23 Mar 2023 02:06
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Broker
Anta Sports (2020 HK) – Fair guidance but decent inventory and margin
The sharp drop in inventory level for 2023 YTD is certainly a decent surprise, and we do think this is just the beginning of the turnaround.
CMB International
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241 Views
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bullish
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Thematic (Sector/Industry)
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20 Mar 2023 08:41
[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
Blue Lotus Research Institute
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247 Views
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bullish
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Thematic (Sector/Industry)
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17 Mar 2023 09:22
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Broker
China Sportswear Sector – We expect prudent guidance but decent margins
While we expect a more conservative FY23E guidance by the brands, we do see decent upside surprises from GP margin improvements, helped by better...
CMB International
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412 Views
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bearish
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Quantitative Analysis
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05 Mar 2023 10:25
HK Short Interest Weekly: Greatwall Motor, Yum China, Meitu, Techtronic
We analyzed the latest HK SFC report for aggregate short position as of Feb 24th and highlight short interest changes in Greatwall Motor, Yum...
Ke Yan, CFA, FRM
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325 Views
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