Added to YB: 2026-10-09
Pitch date: 2026-10-05
2020.HK [bullish]
ANTA Sports Products Limited
+1.48%
current return
Author Info
No bio for this author
Company Info
ANTA Sports Products Limited engages in the research, design, development, manufacture, market, and sale of professional sports footwear, apparel, and accessories in China and internationally.
Market Cap
HKD 170.6B
Pitch Price
HKD 74.35
Price Target
N/A
Dividend
3.43%
EV/EBITDA
5.75
P/E
10.77
EV/Sales
1.94
Sector
Textiles, Apparel and Luxury Goods
Category
growth
2 Attractive Ideas Again - ANTA Sports Products Limited
2020.HK: ANTA Sports is being tarred by Nike’s company-specific 26% China revenue decline despite gaining share, growing 2025 revenue 13% and maintaining low-teens growth in recent quarters. At 12x NTM earnings, overseas expansion adds upside, supported by product quality that appears comparable to Western brands at lower prices; stores increased from 224 in June 2025 to more than 500 in June 2026, with 1,000 targeted by 2028. Weak Chinese demand and the timing and sustainability of recovery remain risks.
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