Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
365 Views
Cole Haan IPO - A Failing Attempt to Disrupt the Footwear Market
Cole Haan Inc (CLHN US) was formerly a part of Nike Inc Cl B (NKE US) and was then acquired by a private equity firm- Apax Partners in 2013 with...
299 Views
Notes from the Silk Road: XTep Int’l Holdings (1368 HK): Negative Earnings Watch in Place
XTep has followed Anta Sports Products (2020 HK) lead of 17th February and finally updated investors on the situation they are facing relating to...
327 Views
Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Q4 2019 Update - Is There Pricing Risk?
We review the Q4 2019 sales update and how it relates to forecasts for the 2019 year. Our stock rank system highlights some interesting facets for...
318 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
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