China Dongxiang (3818 HK): It's Not a Sportswear Company....It's a Cheap Investment Fund
China Dongxiang is a deeply undervalued asset play, instead of a second-tier sportswear company in China. We believe focusing on the sportswear...
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Anta (2020): Higher Margin on the Way
Despite outperforming Li Ning Co Ltd (2331 HK) in the 10 year period, Anta Sports Products (2020 HK) share price this year has underperformed Li...
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Hengan (1044) Vs Vinda (3331): Which One?
In the past 3 months, Vinda International Holdings (3331 HK) share price has outrun the Hang Seng China Enterprises Index (HSCEI INDEX) index by...
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Li Ning (2331): Still Preferred over Anta in Difficult Period
This is part three after Li Ning or Anta: Which One? ,and Anta (2020): Big Growth But... which has so far produced +15% dollar neutral and +20.55%...
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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