Individual Investors Own 27% of ANTA Sports Products Limited (HKG:2020) Shares but Private Companies Control 53% of the Company
The shares of sporting goods companies rose broadly, with LI NING (02331) increasing by 4.29%. Institutions are bullish on the expansion and development of the domestic sportswear market.
Jingwu Financial News | Sporting Goods stocks rose broadly, with LI NING (02331) up 4.29%, ANTA SPORTS (02020) up 3.87%, XTEP INT'L (01368) up 2.23%, YUE YUEN IND (00551) up 2.13%, and CHINA DONGXIANG (03818) up 1.32%. In terms of news, Huaxin Securities stated that policies promote the construction of high-quality outdoor sports destinations, which is expected to create new growth in demand for sports apparel and equipment. The National Development and Reform Commission and the General Administration of Sport released the "Guiding Opinions on Building High-Quality Outdoor Sports Destinations," which clearly states that by 2030, nationwide construction...
ANTA SPORTS canceled 16.0104 million shares that had been repurchased on February 12.
ANTA SPORTS (02020) announced that the company will cancel 16.0104 million repurchased shares on February 12, 2025.
ANTA SPORTS (02020.HK) canceled 16.01 million shares on February 12.
Gelonghui, February 12th丨ANTA SPORTS (02020.HK) announced that on February 12, 2025, the company will cancel 16.01 million shares repurchased.
[Brokerage Focus] CCB International expects that the Consumer data for February is likely to show a pullback.
Jinwu Financial News | Zhangyin International states that in the next three months, the Consumer Sector will maintain alignment with the market. Looking at the consumption data for December, apart from the Home Appliance Industry, Other sectors were generally quite bleak. However, entering January 2025, most industries recorded month-on-month improvement, which the bank believes is attributed to: 1) The early Spring Festival resulted in advanced consumption, 2) Certain industries received national subsidies, along with more holidays during the Spring Festival, creating a better consumption atmosphere, 3) Although the weather was warmer than last year, it turned cold right before the festival, 4) Major brands began and intensified promotions in advance. By industry, the Sporting Goods and Home Appliance sectors performed better than expected, while the Outfits and Travel-Hotel sectors...
Hong Kong stocks movement | ANTA SPORTS (02020) surged over 3% during trading as the company's retail sales returned to growth, focusing on expanding its main brand format by 2025.
ANTA SPORTS (02020) rose more than 3% during the trading session, and as of this report, it has increased by 3.46%, trading at 86.75 Hong Kong dollars, with a transaction value of 0.593 billion Hong Kong dollars.
Chinese Lunar New Year Retail Data Not Enough to Support Positive Outlook -- Market Talk
Guosen: Changes in competitive trends of sports brands for 2024 and outlook for 2025.
Against the backdrop of a continued increase in domestic residents' participation in sports, the advantages of functional product growth are expected to continue, with brands that have product word-of-mouth effects and Technology upgrades benefiting from growth dividends.
China's Duty-Free Businesses Face Highest Earnings Risk in Consumer Space -- Market Talk
[Brokerage Focus] Jefferies points out that MINISO (09896) and most CSI China Mainland Consumer Index stocks can absorb the 10% tariffs imposed by the US on China.
King Wu Financial News | Credit Suisse's research report evaluates the USA's announcement on February 1st to impose a further 10% tariff on imports from China and to update the company list. The report also reiterates its view that tariffs on commodities from China will impact brands, retailers, and consumers in the short term, but over time, companies should be able to absorb the effects, with some companies performing better. However, at this stage, Credit Suisse emphasizes that it is still uncertain whether this marks the beginning of a trade war or whether an agreement will be reached. The firm believes that based on the demand situation and the gross margin of the companies covered, they should be able to handle the 10% tariff well.
Guoyuan International: Maintains a "Buy" rating on ANTA SPORTS (02020) with a Target Price of 104.50 HKD.
Looking ahead to 2025, it is expected that the company will still have the potential to maintain a growth trend under the driving force of new business models and the outdoor sector, suggesting to continue paying attention.
Earnings Not Telling The Story For ANTA Sports Products Limited (HKG:2020)
These Stocks May Get a Lift From a Bustling Chinese New Year Holiday Period
Ping An Securities: Optional Consumer recovery is favorable, the Ice and Snow Sports Industry may迎来 new development opportunities.
It is recommended to focus on ice and snow sports brand companies with marginal improvements, as well as leading enterprises with stable Dividends.
【Brokerage Focus】Changjiang Securities maintains a "Buy" rating for ANTA SPORTS (02020), pointing out the synergistic efforts of the brand across multiple channel store types.
Jinwu Financial News | Changjiang Securities released a research report indicating that ANTA SPORTS (02020) has announced its sales figures for Q4 2024 and the entire year. In Q4, the retail sales of ANTA/FILA brands grew by high single digits year-on-year, while other brands saw a retail sales increase of 50%-55% year-on-year. For the entire year, the sales growth for ANTA/FILA/Other brands was high single digits/medium single digits/40%-45% respectively. The firm stated that in the short term, sales performance is recovering, offline performance is returning to normal, and online events like Singles' Day Sales and Double Twelve have shown good performance. ANTA brand inventory discount control is relatively favorable, leading to championship performance.
FILA changes leadership in China.
The successor faces growth pressure.
Ping An Securities: Clothing brands may usher in a new round of market trends before the festival. Focus on two investment themes.
Based on the optional Consumer repair logic, Apparel Manufacturing and export-related companies may迎来 opportunities.
While Shareholders of ANTA Sports Products (HKG:2020) Are in the Red Over the Last Three Years, Underlying Earnings Have Actually Grown
[Hong Kong Stock Connect] Anta (02020) responds that it will no longer serve as the official partner of the China Olympic Committee from 2025 to 2028.
Jinguo Financial News | According to Jiemian News, regarding the decision not to serve as an official partner of the China Olympic Committee from 2025 to 2028, the Anta brand responded to the media by stating, "We will invest more in a wider range to support the construction of a strong sports nation, continue to provide first-class sports equipment for 25 Chinese national teams, and fully promote the lifetime security public welfare project for outstanding athletes." The Anta brand also stated that it will encourage and support more Chinese athletes at the 2026 Milan Winter Olympics and the 2028 Los Angeles Olympics.
Zhito's exclusive supply | Xiaohongshu's A-share Concept stocks have surged, and are the Hong Kong Stocks symbols being brewed?
A large number of "TikTok refugees" are flocking to Xiaohongshu, leading to a significant increase in A-shares related to Xiaohongshu Concept, where stocks such as Hangzhou Onechance Tech Corp. and Foshan Yowant Technology have continuously hit the daily limit up. In contrast, related stocks in the Hong Kong market are performing relatively flat due to a lack of Volume.