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
Babytree IPO Preview: In Desperate Need of Alibaba to Unleash Its Potential
Babytree Inc (BABYTRE HK) is a leading Chinese online parenting firm which can be described as a combination of a maternity focused online forum...
881 Views
Fosun Tourism IPO Analysis: Quid Pro Quo for the Better of Fosun Group?
A close look at Fosun Tourism (1638664D HK) reveals that Club Med resorts chain is a mature, low growth global tourism asset. The growth driver...
389 Views
Fosun Tourism IPO, Part 1: Back to the Beach With Club Med! | But Is This a 'China' Play?
Earlier in September Fosun Tourism (1638664D HK) filed a prospectus in preparation for listing in Hong Kong. Terms of the offering have not yet...
625 Views
Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
450 Views