Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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LVMH/Tiffany: Victoria’s Secret Doesn't Challenge Deal Collapse: An Increased Risk of Deal-Breaks?
In a surprising twist, Victoria’s Secret parent owner L Brands Inc (LB US) decided to drop its countersuit against private equity firm Sycamore...
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LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US) is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
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SELL Prada: There Is Little Value in This Brand. Fair Value HK$7.90
Prada is talking about re-building the brand. They have stopped discounting and they are re-organising. However, it appears to us that management...
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Ferreti Group IPO: Good Business but Sailing in Stormy Economic Seas
The Italian luxury yacht maker, Ferretti SpA (FER IM) has filed for an initial public offering on the Milan Stock Exchange to raise net proceeds...
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