《ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis》
Anta基本面稳健（增长、股息、回购），但缺乏安全入场所需的估值折价（P比率为10）；目前“有趣”但不够“便宜”。
未明确方向
安踏体育（Antasports），中国香港上市，亚洲生产，稳步增长，有股息和回购，占净利润的良好比例，正在收购 FILA。他们刚刚买入了 UMA 的股份。
Antasports Chinese Hong Kong Asian production growing steadily dividends buybacks good percentage of net income buying FILA. They just bought a stake in UMA.
要获得这类股票的安全边际，你需要市盈率为 10 倍。当我看到中国的滑雪装备、鞋子时，我看到了竞争。还有迪卡侬。你可以在那里买到所有东西，还有其他品牌。安踏很便宜。它在亚洲有地位。它很有趣，但还不够便宜。
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.