Aston Martin: A Closer Look at the New Consortium of Investors Coming In
Aston Martin (AML LN) has been a trainwreck since its IPO in 2018. The Italian and Middle-Eastern private-equity owners cashed out some of their...
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Tod's: After Sale of Versace to M. Kors One of Few Luxury Companies Remaining; LVMH Is Likely Buyer
Almost one year ago I highlighted the attractiveness of Italian luxury shoemaker Tod's in following insight Tod's: Not Likely a Standalone Business...
503 Views
Prada (1913 HK). Dividend at Risk. Sell. 41% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Excessive dividend pay-out...
366 Views
Tencent: Feedback from Meeting with Senior Management
We attended a roundtable discussion last week led by senior representatives from Tencent Holdings Ltd (700 HK) to hear details about WeChat, its...
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Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan
Headlines Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion Demand from the...
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