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Carson C. Block · research-note

ANTA Sports Products Limited (2020.HK)

20 pages · 3 arc beats · 2 loops

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ANTA Sports Products Limited (2020.HK)

Carson C. 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.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 27 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 9 slides 100% 9/9 slides 100% 9/9 slides · 56 hits
— 0/9 slides
— 0/9 slides
33.3% 3/9 slides 100% 9/9 slides · 17 hits 100% 9/9 slides Appendix Data 17 slides 100% 17/17 slides 100% 17/17 slides · 86 hits
— 0/17 slides
— 0/17 slides
17.6% 3/17 slides 100% 17/17 slides · 25 hits 100% 17/17 slides Thesis Headline 1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides · 3 hits 100% 1/1 slides

Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
This is a standard legal disclaimer page for an investment research firm.front_matter
Open slide detail
02
The slide uses investigative research to link a supplier (Henan Ruili) to an ANTA employee (Peng Qingqi) to suggest financial manipulation.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
03
The slide uses a diagram to illustrate corporate structure and text to argue that Henan Ruili is not an independent supplier.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
04
The slide highlights discrepancies in margins for Henan Ruili compared to other entities and reconciles 2018 revenue figures.analyze_data
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
05
This is a short-seller research note slide alleging accounting manipulation.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
06
The slide uses investigative research to challenge corporate transparency regarding e-commerce operations.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
07
The slide uses screenshots of Tmall store pages and references SAIC annual inspection reports to prove the discrepancy in store ownership.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
08
The slide uses screenshots of corporate registry data and a Tmall store page to highlight a discrepancy in business ownership and management claims.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
09
The slide uses a government report and a screenshot of a Tmall store page to verify the store's existence and longevity.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
10
The slide uses a screenshot of a Fila store on Tmall to illustrate a broader point about corporate governance and financial transparency.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Pattern Hunter
11
Includes screenshots of Chinese corporate registry (Qichacha) and trademark office (CTMO) data.appendix
Open slide detailBeat · Appendix DataLoop · Iceberg
12
Includes screenshot of Chinese corporate registry (Qichacha) and a brief company description.appendix
Open slide detailBeat · Appendix DataLoop · Iceberg
13
This is a screenshot of a Zhaopin.com company profile page.other
Open slide detailBeat · Appendix DataLoop · Iceberg
14
The map shows a red dashed boundary outlining the factory complex, with labels for surrounding roads (Liangyuan Rd., Xinxing Rd.) and the specific entity.establish_context
Open slide detailBeat · Appendix DataLoop · Iceberg
15
This is a direct capture of a corporate registry database entry.appendix
Open slide detailBeat · Appendix DataLoop · Iceberg
16
The slide highlights potential corporate structure obfuscation through similar naming conventions.appendix
Open slide detailBeat · Appendix DataLoop · Iceberg
17
The document serves as evidence for the corporate structure and ownership of the 'Reedo' trademark.analyze_data
Open slide detailBeat · Appendix DataLoop · Iceberg
18
The slide displays three separate tables containing registration data for REEDO Sports Products Limited, REEDO International Limited, and REEDO (HONG KONG) LIMIanalyze_data
Open slide detailBeat · Appendix DataLoop · Iceberg
19
The slide highlights complex corporate relationships and historical entity naming conventions.other
Open slide detailBeat · Appendix DataLoop · Iceberg
20
The slide uses public records (Provident Fund) and corporate registry data to establish control relationships.appendix
Open slide detailBeat · Appendix DataLoop · Iceberg