AGM Oriental Watch (398 HK): Good Performance from April to July, Cash Remains 84% of Market Cap
We attended the AGM of Oriental Watch (398 HK) in Hong Kong. We were positively surprised to learn that Same Store Sales (SSS) growth was highly...
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Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)
Monthly surveys include the following store buyers and merchants: Sunshine DFS, Galeries Lafayette Beijing, Lane Crawford HK, Vivienne Westwood,...
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Oriental Watch (398 HK): 15% Annual Dividend Yield; But Net Cash Still Remains 81% of Mkt Cap
Oriental Watch (398 HK) reported FY19 results which showed: 1) further decline in inventory to just 824M HKD, 2) stable retail (94%) vs wholesale...
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GOOS China: Upcoming New DTC Stores to Fuel Growth Momentum
Canada Goose Holdings (GOOS US) China is getting busy with its direct-to-consumer expansion, with the fall-winter high season only months away. ...
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GOOS: Golden Goose Opportunity Presented by Share Pullback - Bargain Valuation on Resilient Demand
Canada Goose (NYSE: GOOS) reported FYQ4 earnings on May 29th. Over the course of the last three days share prices have plummeted from $49 to...
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