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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Notes from the Silk Road: Xtep Int'l Holdings (1368 HK)
Regaining race pace, after a stumbleXtep International Holdings (1368 HK) has exposure to three themes. The first is the emergence of domestic...
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Anta: How to Benefit from the Fit Wannabe Craze in China
Anta Sports Products Ltd (2020 HK) has delivered record-breaking revenue with a consistent margin over the years and that is higher than its...
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Sector Capsule: Sportswear in China
Sportswear increases by 12% in current value terms in 2017, to reach CNY212 billion Upgrading of consumption and supportive government policies...
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