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Posted by
Two Blokes Apr 29 -
Filed in
Stock
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ANTA Sports' strong performance is driven by its flagship Anta brand and the turnaround of Fila, showing resilience in China's consumption downgrade environment. The $290mn acquisition of Jack Wolfskin enhances ANTA's ex-China exposure and offers potential upselling opportunities in lower-tier Chinese cities. ANTA's value-for-money positioning and global expansion strategy, particularly into ASEAN and GCC, are key to its long-term growth amid a weak macro backdrop.
