Li-Ning (2331.HK) is a strong buy with a potential 50% upside based on analyst targets, driven by Steph Curry's endorsement and competitive advantages over rivals.
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The creator discusses the implications of Steph Curry's $400 million deal with Li-Ning, highlighting the stock's strong buy rating, analyst price targets, and Li-Ning's competitive advantages over Nike and Under Armour in the Chinese market. The creator also notes Li-Ning's revenue growth and improved profit margins, suggesting it's a generational opportunity for market share expansion.
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Under Armour has lost its biggest brand ambassador, contributing to its struggles and making it a potential short play.
Nike is facing six straight quarters of decline in the Chinese sneaker market, indicating potential weakness compared to Li-Ning.
Li-Ning (2331.HK) is a strong buy with a potential 50% upside based on analyst targets, driven by Steph Curry's endorsement and competitive advantages over rivals.
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