“ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis”
Anta has solid fundamentals (growth, dividends, buybacks) but lacks the required valuation discount (P ratio of 10) for a safe entry; currently 'interesting' but not 'cheap enough'.
Antasports Chinese Hong Kong Asian production growing steadily dividends buybacks good percentage of net income buying FILA. They just bought a stake in UMA.
To get the margin of safety of knee stocks, you need a P ratio of 10. When I see Chinese ski equipment, shoes, then I see of competition. There is also Decathlon. You can buy everything there also other brands.
Ant cheap. It has a Asian position. It is interesting, but not yet cheap enough.