Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
374 Views
Big Apparel in Trouble: Sanyo Shokai Slashes Stores and Fights off Shareholder Pressure
As reported in an earlier insight (Big Apparel in Trouble: Onward to Close 1,400 stores), Japan's big apparel firms were already fighting for...
272 Views
LVMH/Tiffany: Victoria’s Secret Doesn't Challenge Deal Collapse: An Increased Risk of Deal-Breaks?
In a surprising twist, Victoria’s Secret parent owner L Brands Inc (LB US) decided to drop its countersuit against private equity firm Sycamore...
496 Views
LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US) is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
378 Views
SELL Prada: There Is Little Value in This Brand. Fair Value HK$7.90
Prada is talking about re-building the brand. They have stopped discounting and they are re-organising. However, it appears to us that management...
370 Views