Moncler Spa (MONC.MI) - Monday, Sep 16, 2024
Moncler offers a strong investment opportunity in the luxury outerwear market. The company has a well-established brand identity, impressive...
235 Views
Bosideng (3998 HK): Decent Result Distorted by Impairment Losses
Bosideng actually has a decent 1H FY23 result and gross margin should expand for full-year FY23. Its efforts on store optimisation, new product...
355 Views
Bosideng (3998 HK): Good Results, yet There Are Concerns
Bosideng reports strong 1H FY25 results with net profit up 23% and DPS rising 20%, but faces challenges with declining margins and rising...
303 Views
Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
554 Views
Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
604 Views