Li Ning (2331): Still Preferred over Anta in Difficult Period
This is part three after Li Ning or Anta: Which One? ,and Anta (2020): Big Growth But... which has so far produced +15% dollar neutral and +20.55%...
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Notes from the Silk Road: XTep Intl Holdings (1368 HK):Athletic Wear Not on the China Consumer List
Xtep’s 2019 annual results and their update on the Corona Virus (Covid-19) pandemic has provided a useful insight into the consumer sector. We...
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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...
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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...
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Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Should We Continue to Step Away?
We have moved to review our stance and numbers around Xtep. Certainly, half-year numbers could provide evidence of a more positive stance to be...
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