ENTITY
Xtep International

Xtep International (1368 HK)

120
Analysis
Consumer DiscretionaryChina
Xtep International Holdings Ltd. designs, manufactures, and markets sportwear. The Company produces footwear, apparel, and accessories.
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17 Jan 2023 22:53Broker

Xtep (1368 HK) – Speedy recovery in CNY and robust guidance

We are impressed by the quick recovery of retail sales growth during CNY, even with high base last year. Moreover, we do find FY23E guidance...

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bullishChina Dongxiang
12 Jan 2023 08:10

China Dongxiang (3818 HK): Extremely Deep Discount to Cash and Investments

Market rallies may have raised CNDX's cash and investment portfolio value by HK$2bn since end-Sep, but its market cap has only increased HK$500m,...

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19 Dec 2022 08:00

China COVID Policy: Near-Term Pains for Consumer Discretionary

Near-term negative impact of China's U-turn in COVID policy on consumer discretionary has been underestimated by the market. It is prudent to take...

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13 Dec 2022 19:42

Long-Term Growth Intact: Xtep

Xtep's sales growth will recover in 1Q23. Long-term growth is intact with continued upgrades of brands, products and channels. Valuation is still...

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08 Dec 2022 08:15

Anta Sports (2020 HK): Assessing the Impact of a Potential Amer Sports IPO

A potential IPO of Anta Sports' 52.7%-owned Amer Sports may generate ~HK$6n of deemed disposal gain, based on P/S of 1.8x and 25% capital...

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