bearish
Global Consumer (Midweek Update): Consumer Woes Persist, Especially in China.
Neil has highlighted this Insight as a Top Pick
276 Views11 Sep 2024 10:43
Topsports miss signals inventory fire sale in China, impacting Nike, Anta Sports Products, and the sector as a whole. Chinese consumers shun movies, German cars and Import data weak for consumption
What is covered in the Full Insight:
- Introduction
- Topsports International Holdings Profit Warning
- BMW Guidance Cut
- China's Weak Imports
- Boot Barn Holdings Preliminary Results
SUMMARY
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Full Insight
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Top Quartile
Neil Campling
Global TMT Analyst, Ex-PM, 30 years experience
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