Notes from the Silk Road: Xtep Int’l Holdings (1368 HK) - Confirming a Step Up
■ Two positive announcements in quick succession: Xtep International (Xtep) have confirmed our outlook that their turnaround strategy is on track,...
377 Views
ANTA/Amer: Good Deal for Amer and FountainVest, a Poor Deal for ANTA
A consortium led by Anta Sports Products (2020 HK) launched a recommended public cash tender offer for Amer Sports Oyj (AMEAS FH) last Friday. The...
578 Views
Notes from the Silk Road: Xtep Int’l Holdings (1368 HK) - Ahead of the Expected Pace
Turnaround in progress ■ 2018 is performing ahead of expectations. In April 2018, we flagged Xtep Holdings as a key turnaround story. Having had...
316 Views
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...
194 Views
3Q17 China Online Sportswear– Top US Brands Well Performed but Sports Apparel Showed Downside Risk
China Sportswear sales accelerated in 2017Q3, showing 34% Y/Y growth. Top US companies won the race among all other sportswear companies,...
234 Views