Citi Upgrades ANTA Sports Products to Buy From Neutral; Price Target Is HK$110.30
ANTA Sports Products (ANPDF) Receives a Buy From DBS
The Apparel Manufacturing Sector is generally rising, with LI NING (02331) increasing by 3.36%. Institutions expect that apparel manufacturing and export-related companies may encounter opportunities.
Jinwu Financial News | The Apparel Manufacturing Sector has broadly risen, with LI NING (02331) up 3.36%, ANTA SPORTS (02020) up 2.58%, POU SHENG INT'L (03813) up 1.72%, Shenzhou International Group Holdings Limited Unsponsored ADR (02313) up 1.57%, XTEP INT'L (01368) up 1.36%, and TOPSPORTS (06110) up 0.93%. Ping An Securities mentioned that based on the logic of consumer recovery, the firm believes that Apparel Manufacturing and export-related enterprises may welcome opportunities, and that apparel and home goods companies venturing abroad may continue to benefit. Meanwhile, apparel brand companies may welcome a new round of valuation adjustment.
Express News | Amer Sports CFO, on Tariffs, Says Sourcing to U.S. From China, Vietnam, Canada, and Mexico Together Accounted for 20% of Sourcing
ANTA Sports Announces Amer Sports' Q4 2024 Financial Results
ANTA SPORTS rose by over 4% in the morning, purchasing standalone properties on Nanjing Road in Shanghai for 0.299 billion yuan.
ANTA SPORTS (02020) rose more than 4% during the trading session. As of the time of this report, the stock price increased by 3.96%, currently at 86.70 Hong Kong dollars, with a transaction volume of 0.899 billion Hong Kong dollars.
Hong Kong stocks movement | ANTA SPORTS (02020) rose more than 4% during the session, acquiring standalone properties on Nanjing Road in Shanghai for 0.299 billion yuan. In recent years, there has been frequent investment in heavy Assets.
ANTA SPORTS (02020) rose over 4% during trading, as of the time of this report, up 4.62%, at HKD 87.25, with a transaction volume of 0.745 billion HKD.
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
[Brokerage Focus] CITIC SEC: The "reciprocal tariff" plan may have expectation differences. The Industry of textile and apparel is concerned about the diversification of production capacity distribution.
Jingwu Financial News | CITIC SEC states that the textile and apparel industry, as one of the sectors focused on trade friction, has already engaged in Trade under different scenarios of the increased tariffs since the second half of last year. However, the bank determines that Trump's latest "reciprocal tariff" proposal contains expectations differences: because it will take into account various countries' tariff rates, market access, trade barriers, and other factors, there may be some differences in the USA's tariff policy towards Southeast Asian and South Asian countries. The bank indicates that from the manufacturing side, leading enterprises are continuously adjusting their production capacities to cope with tariff disturbances, but the differences in tariffs from different origins brought about by the implementation of the proposal may lead to a differentiation in the performance of orders from subcontractors, while if this time is handled by subcontractors.
Who Are China's AI Winners Post-DeepSeek? Goldman Sachs Picks 30 Firms
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.