China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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Baozun - Best Chinese E-Commerce Long; Buy After Correction
Baozun Inc. (BZUN US) is down 10% over the past few trading days on pre-earnings concern of rising spending. BZUN is to report Q1 earnings on May...
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U.S. Consumer Discretionary Sector: Complete Technical Analysis
Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector. Charts highlighted: AMZN, NFLX, COLM, PVH,...
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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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Sector Capsule: Footwear in Singapore
Footwear grew by 2% in current value terms to reach SGD855 million in 2017 Athleisure trend continues to influence sales Men’s footwear is the...
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