Natural Gas_ Front-loaded production to back-load $4 Henry Hub
ray dalio·2024-10-07 16:08
26 September 2024 | 11:25PM HKT _ Anta Sports Products (2020.HK): Consumer Discretionary Tour Takeaways: Super Anta store tour with management; Buy (on CL) Post our China Conference 2024, as part of our on-site Consumer Discretionary Tour on Sep 23-26, we visited a Super Anta store in Longgang Universiade Center in the suburb of Shenzhen, and met Mr. Tsui Yeung (CEO of the Performance Sports Group which mainly incl Anta core brand), Mrs. Suki Wong (Senior ESG and IR Director) and the IR team. Key takeaways: ...