These consumer sector stocks are really laid back: Nongfu Spring, Mengniu, and Anta are as stable as a rock, with gains relying solely on a snail's pace, and occasional news stimulation barely makes a...
The following are the minutes of Anta's FY25 H1 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to "Anta Sports: Controlling Discounts, Clearin...
On the afternoon of August 27th, Beijing time, Anta (2020.HK) released its performance for the first half of 2025. Since the company had previously provided the sales data, there was not much deviatio...
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0804 | Dolphin Research Focus: 🐬 Stock 1, $Tesla(TSLA.US) Miami federal jury has ruled on a 2019 Florida Autopilot fatality case, requiring Tesla to pay a total of approximately $243 million to the v...
The following is the minutes of Anta's FY24H2 earnings call. For the financial report interpretation, please refer to "Anta Sports: Revenue through 'Running Shoes', Profit stepping on 'Laces'?"
On the afternoon of March 19, Beijing time, Anta (2020.HK) released its full-year performance for 2024. Since Anta had already announced its operational performance for Q3 and Q4 of 2024 in January th...
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$ANTA SPORTS(02020.HK) 24H2 Quick Interpretation: Overall, Dolphin Research believes that Anta's performance this time is mediocre. Although revenue and gross profit slightly exceeded expectations, du...
The return of Trump has left China with no policy options but one path—reflation, which includes asset reflation and price reflation.
For China's economic growth, there are only two real drivers: lever...