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Anta Sports Products (2020 HK)
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446
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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bullish
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Alibaba Group Holding
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16 May 2023 08:45
Alibaba Potential IPOs - Part 1 - Six Mini-Alibabas - Some Are More Ready than Others to List
Alibaba recently announced that it would adopt a new organizational structure, splitting into six major business groups and other investments. In...
Sumeet Singh
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539 Views
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bearish
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Giant Biogene
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02 May 2023 09:57
Giant Biogene IPO Lock-Up - US$1.7bn Lockup Release Will Increase Free Float by 14x
Giant Biogene raised around US$70m in its Hong Kong IPO, after having downsized the deal and priced it at the low-end. Its six-month lockup will...
Sumeet Singh
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369 Views
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bullish
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China Mobile
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23 Apr 2023 22:32
Another Reason To Like China Mobile (941 HK)
China Mobile remains cheap as it likely has more dividend payout ratio upside as per the plans when the A-shares were listed. Now we are on track...
Travis Lundy
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737 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2023 08:00
China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
Osbert Tang, CFA
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293 Views
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bearish
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China Tourism Group Duty Free
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25 Aug 2022 08:15
CTG Duty Free (1880 HK): Our Earnings Forecasts and Views on H-Share Fair Value
CDFC's H-share lPO is priced too high relative to fair value based on our earnings forecasts. There are potentially better entry levels when the...
Osbert Tang, CFA
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319 Views
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