Hong Kong Short Reporting - Insights from 28 June Data
We analyse the latest SFC data released today on short position reporting in Hong Kong for the week ended 28 June.Total short notional in Hong Kong...
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Topsports International Pre-IPO - History Has a Lot to Tell About Growth and Margins
Topsports International (TOP HK) (TIH) plans to raise around US$1bn in its Hong Kong listing, as per media reports. TIH is the largest sportswear...
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361 Degrees: Running on Fumes
RecommendationWe initiate on 361 degrees international (1361 HK) and its subsidiaries (“361°” or the “Group”) with an UNDERWEIGHT recommendation on...
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Notes from the Silk Road: Xtep Int’l Holdings (1368 HK) - Confirming a Step Up
■ Two positive announcements in quick succession: Xtep International (Xtep) have confirmed our outlook that their turnaround strategy is on track,...
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ANTA/Amer: Good Deal for Amer and FountainVest, a Poor Deal for ANTA
A consortium led by Anta Sports Products (2020 HK) launched a recommended public cash tender offer for Amer Sports Oyj (AMEAS FH) last Friday. The...
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