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...
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Christian Dior/LVMH: Discount Is Attractive but Liquidity & Pre 2017 Discount Make It a Risky Trade
Smartkarma recently added a new company/holdco to its list of holdcos under the incredibly useful Holdco Monitor tool. The latest addition to the...
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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...
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Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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