Li Ning (2331): SWF Exclusion
Not much positivity can come out of being excluded because of poor labor practice especially when it comes from a large and influential sovereign...
328 Views
Anta (2020 HK) Inventory Analysis - Structural Tailwinds from the Olympics
Anta benefits from strong tailwinds of the Olympics and the Chinese government's support for sports engagement. We analyse its inventory position...
279 Views
Japan’s Boycott of Winter Olympics Could Be the Tipping Point
The relationship between the two countries was already reaching nervy levels, before Tokyo’s decision to snub the 2022 Winter Olympics. With the...
322 Views
“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
659 Views
NKE China FQ2 2022 Review: Double-Digit Decline in Retail & Wholesale: Excess Inventory, Weak Demand
NKE is likely to report Double-Digit YoY Decline in China Retail & Wholesale due to Excess Inventory, Weak Demand as a result of COVID, Slow...
430 Views