Transaction log

  • Jan 22, 2024 - Bought 300 @ HK$ 64.85 (1.60% wtg, coffee can)

  • Aug 12, 2024 - Bought 200 @ HK$ 68.30 (500 shares, 2.52% wtg)

ANTA Sports

Location: Jinjiang, China

 

Estimated fair value history

  • Dec-24 - HK$145 (4.0% MFCF yield)

  • Jun-25 - HK$159

Profile

Industry: Leisure

Sector: Consumer discretionary

Theme: Emerging markets consumer

5-Year shareholder growth: +20.5%/year

Estimated fair value: HK$159

Valuation assumption: 4.0% MFCF yield

Insider ownership: 51.1%

Investments: Amer Sports (AS)