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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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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Oriental Watch (398 HK): 1H19 Results Solid but Dividend Disappoints as Cash Remains 90% of Mkt Cap
Oriental Watch (398 HK) reported 1H19 results which showed: 1) further decline in inventory to just 875M HKD, 2) greater retail (91%) vs wholesale...
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Farfetch IPO: Tough Enough in Luxury E-Commerce to Fend Off Encroachment by E-Commerce Giants?
On August 20th, London-based luxury e-commerce platform Farfetch (FTCH US) filed an F-1 statement, indicating its plan to list shares in the US. On...
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HK Watch Retailers: The Good, The Bad & The Ugly
Over the past few days we attended the AGM of Oriental Watch (398 HK) and the analyst briefing of Emperor Watch & Jewellery (887 HK) in Hong...
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