AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
581 Views
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,...
450 Views
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...
626 Views
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. ...
474 Views
The RealReal IPO Preview: The Devil Wears Prada, Chanel, Louis Vuitton, Gucci, & Secondhand Too!
The RealReal (REAL US), the largest online marketplace for authenticated, consigned luxury goods in the world, is getting ready for an IPO in the...
610 Views