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3 Ways to Play Amer Sports’ $35 Unusually Active Call Option
Yahoo Finance· 2025-09-25 17:30
There were 1,394 unusually active options in Wednesday’s options trading. Of these, 894 (64%) were calls, while 500 (36%) were puts. That’s a bullish indicator for stocks. The fourth-highest Vol/OI (volume-to-open-interest) ratio yesterday was the Oct. 17 $35 call for Amer Sports (AS), the fast-growing sporting goods conglomerate, whose brands include Salomon, Wilson, Arc’teryx, and Louisville Slugger. More News from Barchart The call option’s volume was 24,835, 109.89 times higher than the open intere ...
ANTA SPORTS(2020.HK):THE UPS AND DOWNS FROM ARC’TERYX
Ge Long Hui· 2025-09-24 19:22
Core Viewpoint - The recent controversy surrounding Arc'teryx's marketing campaign in Tibet has raised concerns about Anta's group-wide sales, although the impact is expected to be limited compared to past incidents involving foreign brands [1][2]. Group Sales Impact - The fireworks display by Arc'teryx on September 19, 2025, led to public backlash and an investigation, resulting in share price declines of 2.2% for Anta and 5.8% for Amer Sports on September 22, 2025 [1]. - While there may be weaker sales for Anta brands in 4Q25, particularly during the Golden Week and Double-11 campaigns, the overall impact is anticipated to be manageable and significantly less severe than the 15-20% year-over-year declines experienced by Nike and Adidas in 2021 due to the Xinjiang cotton controversy [2]. Earnings and Revenue Projections - The direct impact on Anta's earnings is expected to be limited, with the backlash primarily affecting Arc'teryx, which contributed 41% of Amer Sports' revenue in 2Q25, with Greater China accounting for 33% of Amer's total revenue [2]. - Amer Sports raised its 3Q25 revenue guidance from a year-over-year growth of 20% to the high-20% range, driven by strong performance across all brands globally [2]. Sector-Wide Concerns - The more pressing issue for Anta is the overall weak consumer sentiment in the sector, as indicated by national retail sales figures from July to August 2025 [3]. - Increased marketing costs are expected post-incident, but these are considered manageable [3]. Competitive Landscape - The market in 4Q25 is projected to remain competitive, potentially affecting sales and margins for sportswear brands. However, Anta is expected to outperform competitors due to its multi-brand strategy, with brands like Fila recovering and Descente and Kolon attracting affluent customers [4]. Valuation Adjustments - Anta's FY25-26E EPS has been lowered by 1% due to anticipated sales weakening, but the impact is deemed manageable [4]. - The target price has been adjusted to HK$113.5, based on a 20x 2026E P/E, which corresponds to a 22.7x 2025E P/E. This presents a potential accumulation opportunity for investors, with expectations of future buybacks funded by Anta's cash reserves [5].
始祖鸟的“烟花秀”,人们在担忧什么?青藏高原生态环境专家解读危害
Mei Ri Jing Ji Xin Wen· 2025-09-21 13:21
9月19日,户外品牌始祖鸟联手艺术家蔡国强在喜马拉雅山放烟火,引发争议。 9月21日,西藏日喀则市网信办官方账号"云端珠峰"就此事发布情况通报称,已成立调查组第一时间赶 赴现场核查,后续将根据调查结果依法依规处理。 通报发布后,蔡国强工作室与始祖鸟品牌相继发声致歉,表示将主动配合第三方机构及相关部门,针对 此次烟花秀对当地自然生态造成的影响进行多方面评估,尽全力采取补救恢复措施。 同日,始祖鸟在海外社交媒体平台也发了英文致歉信,不过内容与国内版本有差异。相关话题登上热 搜。 据了解,始祖鸟为亚玛芬体育旗下品牌,而安踏集团于2019年收购了亚玛芬体育。 9月21日,《每日经济新闻》记者向亚玛芬体育官方微信公众号发出采访问题。 记者发出的问题包括:始祖鸟在极高海拔地区赞助该活动的原因,在烟花秀中始祖鸟的角色,是否在事 前进行了生态学评估,是否科学论证过在高海拔、低温环境下烟花材料的降解性不会对生态造成破坏 等。 但截至记者发稿,未获得对方回应。安踏体育方面回应记者称,有关事宜要以始祖鸟的发布为准。 始祖鸟道歉信, 海内外"双标"? 海外版称,对青藏高原烟花表演深感遗憾,此行为与品牌环保价值观及期望不符,郑重致歉。 ...
Upgrade Points To Revenue Surprise And World Cup Gains For Nike
Investors· 2025-09-18 13:15
Group 1 - Nike stock advanced early Thursday due to an upgrade and price target hike from RBC Capital, which upgraded the stock to outperform from sector perform [1] - RBC Capital anticipates a "steeper revenue recovery" for Nike compared to most Wall Street estimates, attributing this to new product contributions and sales [1] - The sporting goods company also owns slower-growing brands such as Wilson and Louisville Slugger [2]
HSBC Lifts Amer Sports (AS) Price Target, Citing Portfolio Growth Potential
Yahoo Finance· 2025-09-12 05:01
Core Insights - Amer Sports, Inc. (NYSE:AS) is recognized as one of the best-performing European stocks, with HSBC raising its price target from $38 to $50 and upgrading the stock from Hold to Buy, acknowledging previous underestimations of the company's growth potential [1][2]. Company Overview - Amer Sports, Inc. is a multinational athletic goods corporation based in Helsinki, Finland, owning a diverse portfolio of brands including Atomic, Arc'teryx, Armada, Enve Composites, Peak Performance, Salomon, and Wilson [3]. Market Performance - The Arc'teryx brand and the Greater China market were previously the main growth drivers for Amer Sports, but HSBC notes that the company's success is now expanding into other portfolio areas and Asian markets [2]. - Salomon's soft products have demonstrated strong sequential growth over the past three years, achieving a low-double-digit sales compound annual growth rate (CAGR) in the Outdoor Performance category [2].
亚玛芬体育上涨5.47%,报39.235美元/股,总市值217.59亿美元
Jin Rong Jie· 2025-08-22 14:33
Core Insights - Amer Sports' stock price increased by 5.47% on August 22, reaching $39.235 per share, with a trading volume of $24.299 million and a total market capitalization of $21.759 billion [1] Financial Performance - As of June 30, 2025, Amer Sports reported total revenue of $2.709 billion, representing a year-over-year growth of 23.46% [1] - The company achieved a net profit attributable to shareholders of $153 million, showing a remarkable year-over-year increase of 10,814.29% [1] Analyst Ratings - On August 20, Amer Sports received a target price upgrade from UBS to $52, with the latest rating being "Buy" [1] Company Overview - Amer Sports operates as a global platform for sports and outdoor brands, including Arc'teryx, Salomon, Wilson, Atomic, and Peak Performance [1] - The company manufactures, sells, and distributes sports equipment, apparel, and footwear through wholesale and direct-to-consumer channels across 34 countries, with North America, Europe, Asia, and China being the primary market regions [1]
亚玛芬体育上涨2.53%,报38.14美元/股,总市值211.51亿美元
Jin Rong Jie· 2025-08-22 13:52
Group 1 - The core viewpoint of the news is that Amer Sports has shown significant financial growth, with a notable increase in revenue and net profit [1][2] - As of August 22, Amer Sports' stock price rose by 2.53% to $38.14 per share, with a total market capitalization of $21.15 billion [1] - Financial data indicates that by June 30, 2025, Amer Sports is projected to achieve total revenue of $2.709 billion, representing a year-on-year growth of 23.46% [1] Group 2 - Amer Sports has received a target price upgrade from UBS to $52, with a current rating of Buy [2] - The company operates as a global platform for sports and outdoor brands, including Arc'teryx, Salomon, Wilson, Atomic, and Peak Performance [2] - Amer Sports manufactures and sells sports equipment, apparel, and footwear through wholesale and direct-to-consumer channels across 34 countries, with North America, Europe, Asia, and China being the primary market regions [2]
亚玛芬体育上涨2.41%,报36.6美元/股,总市值202.97亿美元
Jin Rong Jie· 2025-08-20 13:50
Group 1 - Amer Sports' stock price increased by 2.41% to $36.6 per share, with a total market capitalization of $20.297 billion as of August 20 [1] - For the fiscal year ending March 31, 2025, Amer Sports reported total revenue of $1.472 billion, representing a year-over-year growth of 23.48% [1] - The company's net profit attributable to shareholders reached $135 million, showing a significant year-over-year increase of 2539.22% [1] Group 2 - Amer Sports is a global platform for sports and outdoor brands, including Arc'teryx, Salomon, Wilson, Atomic, and Peak Performance [2] - The company operates through wholesale and direct-to-consumer channels, selling sports equipment, apparel, and footwear across 34 countries, with North America, Europe, Asia, and China as key markets [2] - The mid-year financial report for fiscal year 2025 is expected to be disclosed on August 19, 2023, prior to the market opening [2]
大中华区增长42%,但始祖鸟增速放缓,“运奢”赛道是否面临天花板?
Guan Cha Zhe Wang· 2025-08-20 07:25
Core Viewpoint - Amer Sports reported strong revenue growth in Q2 2025, with a 23% year-on-year increase, driven primarily by significant growth in the Greater China and Asia-Pacific regions, despite facing macroeconomic pressures and a cooling luxury market [1][2]. Group 1: Financial Performance - In Q2 2025, Amer Sports achieved revenue of $1.236 billion, a 23% increase year-on-year, with Greater China revenue growing by 42% to $410 million and Asia-Pacific revenue increasing by 45% [1]. - For the first half of 2025, total revenue reached $2.709 billion, up 23.46% year-on-year, with net profit of $153 million compared to a slight profit of $1 million in the same period last year [1]. - The company adjusted its 2025 revenue guidance to a growth range of 15-17%, up from the previous estimate of 13-15% [2]. Group 2: Segment Performance - In Q2 2025, the technical functional apparel segment (Arc'teryx) grew by 23% to $509 million, while the outdoor performance segment (Salomon) also saw a 23% increase to $414 million, and the ball sports segment (Wilson) grew by 11% to $314 million [2]. - Compared to Q1 2025, growth rates for all segments slowed down, with Arc'teryx's growth decreasing by 5 percentage points [2]. Group 3: Market Dynamics - Industry experts noted that high-end brands are facing growth bottlenecks due to macroeconomic pressures and consumer downgrading, prompting Arc'teryx to expand its market reach beyond core sports to attract a broader audience [3]. - The brand is shifting its focus from niche outdoor enthusiasts to a larger non-outdoor consumer base in China [3]. Group 4: Shareholder Actions and Market Sentiment - Amer Sports is experiencing shareholder withdrawal, with major shareholder FountainVest seeking to sell 35 million shares at a price range of $37.20-$37.73 per share, potentially raising about $1.3 billion [6]. - Despite positive mid-year financial results, the stock price fell by 4.69% to $35.74 per share after the earnings report, indicating market skepticism about the luxury segment's sustainability [8].
亚玛芬体育上涨2.06%,报38.7美元/股,总市值214.62亿美元
Jin Rong Jie· 2025-08-15 17:12
Group 1 - The core viewpoint of the news highlights the strong financial performance of Amer Sports, with significant revenue and profit growth reported for the fiscal year ending March 31, 2025 [1][2] - Amer Sports' total revenue reached $1.472 billion, reflecting a year-over-year increase of 23.48% [1] - The company's net profit attributable to shareholders surged to $135 million, marking an extraordinary year-over-year growth of 2539.22% [1] Group 2 - A major event reminder indicates that Amer Sports is scheduled to release its fiscal year 2025 mid-term report on August 19, prior to market opening [2] - Amer Sports operates as a global platform for sports and outdoor brands, including well-known names such as Arc'teryx, Salomon, Wilson, Atomic, and Peak Performance [2] - The company manufactures and sells sports equipment, apparel, and footwear through wholesale and direct-to-consumer channels, with a sales network spanning 34 countries, primarily in North America, Europe, Asia, and China [2]