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  • Retail: Sportswear Quarterly May 19, 2011

    Pacific Epoch's report on China's highly competitive sportswear sector tracks the same-store sales growth and other performance indicators of six of the largest chains, Anta (2020.HK),…

  • Department Stores Monthly: Feb 2010 April 20, 2011

    Pacific Epoch’s monthly department store update analyzes the sales performance and strategy of China’s leading department store chains. The report includes results from surveys…

  • The China Report: Agricultural Commodities Update - March April 14, 2011

    Each month, Pacific Epoch analyzes the agricultural commodity markets in China, including grains such as wheat, rice and corn; oils such as soybean, rapeseed and palm; as well…

  • Golden Eagle (3308.HK) FY10 Post-Earnings Recap March 29, 2011

    Total revenues grew slower than GSP at 32.4% y-o-y to RMB 2.45 billion, below our estimates and Street consensus. This report details why we remain positive on the company's long-term…

  • Peak (1698): Neutral on Long-Term Prospects Despite Consensus-Beating Results March 15, 2011

    Our take on Peak's FY 2010 results and our expectations for its 2011 performance, following the company's earnings announcement.

  • Special Report: Interest Rate Hikes and Inflation in H1 2011 March 02, 2011

    High inflation has prompted China to adopt a new motto for 2011 monetary policy: “wenjian,” meaning “stable,” “steady” or “prudent,” adjectives that run contrary…

  • Quick Take: Sina (SINA) and China Dongxiang (3818.HK) Invest in Mecox Lane (MCOX) March 02, 2011

    Domestic internet portal operator Sina and a subsidiary of sportswear retailer China Dongxiang, the China distributor of the Kappa brand, have entered into separate agreements…

  • Retail - Department Stores Monthly: Jan 2010 February 25, 2011

    Pacific Epoch’s monthly department store update analyzes the sales performance and strategy of China’s leading department store chains. The report includes results from surveys…

  • New World Department Store (0825): Growing Expenditures Support Our Cautious View February 23, 2011

    A recap of the company's performance in the six months ended December 31, its fiscal first half-year, following the release of its earnings report, as well as our expectations…

  • 361 Degrees (1361) Post-Earnings Update: Neutral on Fundamentals Despite Strong Growth February 22, 2011

    A recap of sportswear retailer 361 Degrees' performance in fiscal H1 2011, following the release of its earnings report, as well as our expectations for future performance.

  • Page 1 of 6 pages  1 2 3 >  Last ›
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  • Retail: Sportswear Quarterly

    May 19, 2011: Pacific Epoch's report on China's highly competitive sportswear sector tracks the same-store sales growth and other performance indicators of six of the largest chains, Anta (2020.HK), Xtep (1368.HK), Li Ning (2331.HK), China Dongxiang (3818.HK), Peak (1968.HK) and 361 Degrees (1361.HK). In this edition we discuss our top and bottom picks for the sector, based on both Q1 2011 performance and long-term growth prospects, as well as analyzing the industry-wide trends shaping sportswear companies' competitive standing.

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