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China Dongxiang (3818 HK)
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37
Analysis
Consumer Discretionary
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China
China Dongxiang Group Co Ltd retails sportswear apparel products.
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bearish
•
Amer Sports
•
10 Jan 2024 18:17
Amer Sports IPO: The Bear Case
The bear case rests on ball and racquet sports’ deteriorating performance, EBIT margin not materially improving under the consortium’s ownership,...
Arun George
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517 Views
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bullish
•
Amer Sports
•
09 Jan 2024 17:01
Amer Sports IPO: The Bull Case
The bull case rests on the rapid growth and gross margin improvement under the consortium's ownership, along with technical apparel and outdoor...
Arun George
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634 Views
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bullish
•
Anta Sports Products
•
08 Jan 2024 08:00
Anta Sports (2020 HK): An Updated Look at Implications of Amer Sports' IPO
Amer Sports, 52.7% owned by Anta Sports, files for US IPO. Despite increased losses for 9M23, Amer's margins have improved. Anta Sports could gain...
Osbert Tang, CFA
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539 Views
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bullish
•
Anta Sports Products
•
18 Oct 2023 08:00
Anta Sports (2020 HK): Bucking the Challenging Trend
Anta Sports had a solid 3Q23, with major brand sales outperforming. 4Q23 sales are expected to be even better. Acquisition of MAIA ACTIVE and...
Osbert Tang, CFA
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447 Views
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bullish
•
Thematic (Sector/Industry)
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08 May 2023 10:52
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Broker
China Sportswear Sector – 5-1 sales beat but competition intensified
While fundamentals (sales, discounts and inventory) are trending good into 2H23E and setting up for a decent FY24E, we should still keep our eyes...
CMB International
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229 Views
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