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Carson Block · research-note

ANTA Sports Products Limited (2020.HK)

17 pages · 3 arc beats · 2 loops

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ANTA Sports Products Limited (2020.HK)

Carson Block · 2019-07
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 6 slides 100% 6/6 slides 100% 6/6 slides · 28 hits
— 0/6 slides
33.3% 2/6 slides 16.7% 1/6 slides 100% 6/6 slides 100% 6/6 slides · 12 hits Solution 9 slides 100% 9/9 slides 100% 9/9 slides · 35 hits
— 0/9 slides
22.2% 2/9 slides
— 0/9 slides
100% 9/9 slides 100% 9/9 slides

Slide inventory

17
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer for an investment research firm.other
Open slide detail
02
This is a research note exposing potential fraud/misrepresentation by ANTA regarding its Fila retail operations.expose_contradiction
Open slide detailBeat · ProblemLoop · The Reveal
03
The slide uses field investigation photos to corroborate SAIC registration data.analyze_data
Open slide detailBeat · AgitateLoop · The Reveal
04
The slide serves as verification documentation for specific retail entities.appendix
Open slide detailBeat · AgitateLoop · The Reveal
05
Contains photos of business licenses and FILA store interiors for Wangfujing and Heshenghui locations.other
Open slide detailBeat · AgitateLoop · The Reveal
06
The slide uses a direct quote from the CFO to frame the company's business model as a deliberate deception, supported by customer service recordings and investiexpose_contradiction
Open slide detailBeat · AgitateLoop · The Reveal
07
The slide uses a screenshot of a Chinese corporate registry (Qichacha or similar) to expose a contradiction in ANTA's public disclosures.expose_contradiction
Open slide detailBeat · AgitateLoop · The Reveal
08
Includes English annotations for key fields like Legal Rep, GM, and Supervisor.appendix
Open slide detailBeat · AgitateLoop · The Reveal
09
The slide shows a table of branch entities and a photo of a business license (营业执照) for the Agean Shopping Mall location.analyze_data
Open slide detailBeat · SolutionLoop · The Reveal
10
Page 10 of 17other
Open slide detailBeat · SolutionLoop · The Reveal
11
The slide contains a photo of a Chinese business license and a photo of a Fila retail store interior.other
Open slide detailBeat · SolutionLoop · The Reveal
12
Contains screenshots of Chinese corporate registry data (SAIC) with English annotations added.appendix
Open slide detailBeat · SolutionLoop · The Reveal
13
The slide displays three paginated tables listing branch names and managers.other
Open slide detailBeat · SolutionLoop · The Reveal
14
The slide displays two sets of business licenses paired with photos of Fila retail storefronts, likely to verify the existence and operational status of the entillustrate_case
Open slide detailBeat · SolutionLoop · The Reveal
15
Contains images of Chinese business licenses (Yingye Zhizhao) and corresponding retail storefronts.appendix
Open slide detailBeat · SolutionLoop · The Reveal
16
The slide serves as physical proof of business existence for two specific retail locations.other
Open slide detailBeat · SolutionLoop · The Reveal
17
Contains images of business licenses and store facades for Jiyuan Ding Dong locations in Guorui and Chaoyangtianjie.other
Open slide detailBeat · SolutionLoop · The Reveal