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...
502 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...
365 Views
Oriental Watch: Remains Cheap at 0.6x P/B; 2.9x Ex-Cash P/E; 9.3% Div Yield & Cash Is 71% of Mkt Cap
Oriental Watch Holdings (398 HK) released results on 21/6 and held an analyst briefing on 22/6. While the shares opened up sharply higher (2.75...
253 Views
Sector Capsule: Apparel Accessories in China
Apparel accessories records current value growth of 7% in 2017, to reach CNY180 billion Trendy design and customisation are increasing to satisfy...
132 Views
Sector Capsule: Fine Wines/Champagne and Spirits in France
Fine wines/champagne and spirits posts current value growth of 5% to reach EUR2.2 billion in 2017 Category benefits from the “drink less but...
121 Views