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2023-10-21 02:07:57 ET Summary Global sportswear leaders are compounders with ROICs and I believe Anta can follow in their footsteps in the China market. The China sportswear industry is attractive to due to its huge growth runway, nationalism drive and supportive government polic...
2023-10-08 08:13:58 ET Summary ANTA Sports Products' stock has declined by 10.7% since April, but there are good reasons to believe it will rise over time. China's economy is showing signs of improvement, with retail sales and industrial production on the rise. The company has see...
2023-08-19 08:15:00 ET Summary Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. During the second quarter of 2023, the Polen Global Emerging Markets Growth Composite Portfolio (th...
2023-08-12 07:30:00 ET Summary Rondure Global Advisors is a women-owned investment adviser focused on high-quality equity investing for the long-term. We are deeply client-focused and actively cost-conscious, as we are heavily invested alongside our clients for the long haul. Both...
2023-07-23 00:52:28 ET Summary Puma, a globally recognized German sportswear brand, revenue has grown at an impressive CAGR of 10%, supported by industry tailwinds and successful product development. Margins have been highly volatile, although look to be normalizing higher once in...
2023-05-17 23:07:00 ET Summary Chinese equities have recently been driven by idiosyncratic risks: China’s self-inflicted tech regulations, U.S.-China trade tensions, overbuilding and problems with real estate developers, and COVID-19 lockdowns and questions over the pandemic...
2023-04-29 00:39:54 ET Summary Nike's Q3 earnings report reveals robust performance. The company's innovative products, direct-to-consumer strategy, and commitment to purpose-driven actions contribute to its strong position. However, Nike faces significant challenges from comp...
2023-04-27 05:31:12 ET Summary China's leading sportswear company ANTA Sports Products is seeing a weak price trend in YTD, in contrast with its exceptional performance over the past decade. With the return of demand in China, the company's continued growth, industry-beating margi...
Summary Hong Kong IPOs fell sharply last year, but the fundraising is expected to rebound this year as global inflation moderates and China reopens. The fading threat of forced de-listings for Chinese companies in New York could have a negative impact on Hong Kong IPOs this year. Wh...
Hong Kong Investor Relations Association (HKIRA) Announces Winners of the 8th IR Awards 2022 HONG KONG, Sept 16, 2022 - (ACN Newswire) - Hong Kong Investor Relations Association (HKIRA) today announced the winners of the 8th Investor Relations Awards 2022. In its eighth co...
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