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Belle International Holdings (2129452D HK)
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91
Analysis
Consumer Discretionary
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China
Belle International Holdings Limited retails woman's footwear. The Company operates retail stores in the Peoples Republic of China, Hong Kong, Macau, and the United States.
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bullish
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Thematic (Sector/Industry)
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16 Jan 2017 10:19
Upgrading 2017 Macau Gaming Revenue Growth to 6%; Policy Risks Prevent Robust Recovery
We have revised our near-term Macau gross gaming revenue growth forecast, based on our industry checks that point to improvement in both VIP and...
Morningstar, Inc.
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408 Views
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bearish
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Thematic (Sector/Industry)
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15 Jan 2017 00:18
China Auto 2017 - Hangover Time
China's Passenger Vehicle sales is very likely to have an annual decline for the first time in 2017. The 15% y/y growth in 2016 (which saw Chinese...
Victoria Li
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337 Views
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bearish
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Thematic (Sector/Industry)
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06 Jan 2017 10:09
Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
Euromonitor International Ltd.
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308 Views
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
261 Views
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bullish
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Thematic (Sector/Industry)
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15 Dec 2016 10:56
How Incomes & Demographics Will Drive Traditional Toys/Games Spending Shifts in Key Emerging Markets
Emerging markets, following a slowdown in traditional toy sales due to macroeconomic volatility, are expected to recover through 2020 and once...
Euromonitor International Ltd.
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399 Views
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