Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Time to Run (Away) For Now
Xtep International (1368 HK) has announced a placing and top-up subscription of new shares event, creating a capital base which is 9% larger. XTEP...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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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,...
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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...
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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...
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