Transaction log
Jan 22, 2024 - Bought 300 @ HKD 64.85 (1.60% wtg, coffee can)
Aug 12, 2024 - Bought 200 @ HKD 68.30 (500 shares, 2.52% wtg)
ANTA Sports
Location: Jinjiang, China
Estimated fair value history
Dec-24 - HKD 145 (4.0% MFCF yield)
Jun-25 - HKD 159
Dec-25 - HKD 173
Profile
Industry: Leisure
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year shareholder growth: +20.8%/year
Estimated fair value: HKD 173
Valuation assumption: 4.0% MFCF yield
Operating income/gross profit: 32.4%
Insider ownership: 51.1%
Investments: Amer Sports (AS)
History
