【Company Research】Anta Sports (2020 HK) – An inline but resilient 4Q23; Amer filed for IPO |
【Sector Research】China Auto Sector: 2023 ended with rising NEV leading indicators |
【Sector Research】China Auto Sector: 2023 ended with more than half brands’ discounts reaching all-time highs |
【Fixed Income Research】Asia Credit outlook 2024 - Value hunting in a shrinking space |
【Company Research】Samsonite (1910 HK) – 4Q preview: sales/adj. EBITDA +18%/+36% |
【Company Research】Tongda (698 HK) – Positive on earnings recovery in FY24-25E after disposal of Apple business |
【Company Research】Luxshare (002475 CH) – Acquisition of Pegatron’s Kunshan plant to further boost iPhone assembly share gain |
【Company Research】Xiaomi (1810 HK) – Key takeaways from Xiaomi SU7 launch: Positive on EV tech breakthroughs and 1H24E mass production |
【Company Research】Xtep (1368 HK) – Acquisition of 50% of the Saucony & Merrell China JV and 40% of the Saucony IP Company |
【Company Research】J&T Express (1519 HK) – Largest express delivery operator in SEA to expand globally |