Amer Sports: Solid Performance That Dismissed My Bearish Concerns (Rating Upgrade)

Core Viewpoint - The previous investment stance on Amer Sports was a hold rating due to concerns over risks related to the Tibet backlash in China, insider selling trends, and a focus on long-term investments while also considering short-term opportunities for alpha generation [1] Group 1: Investment Strategy - The investment approach is centered on bottom-up analysis, focusing on the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]