Citi Sees Upside in ANTA SPORTS' (02020) Potential Puma Acquisition, Sets HK$107 Target

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Yesterday

Following the announcement of ANTA SPORTS' (02020) acquisition of Puma, investor inquiries have primarily focused on whether the deal will boost or hinder ANTA's domestic operations. Citi has reaffirmed its Buy rating on ANTA SPORTS with a target price of HK$107. Based on ANTA's history of various acquisition models and discussions with Chinese retailers, the bank anticipates potential consolidation of Puma's retail and distribution network in China by ANTA. This move is expected to unlock surprising upside potential, even though ANTA will hold only a 29% stake in Puma. Beyond the likely rapid growth in brand revenue from restructuring Puma's China business, the consolidation could yield significant benefits. Given ANTA's strong retail expertise in China, a swift expansion of Puma's distribution and retail operations in the region is projected. Citi believes investors may be underestimating the positive impact the Puma China business could have on ANTA after the transaction is finalized.

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