Baoxin: CGAS Partial Offer Promises Interesting Future - And Arb Grids
Three months ago, on September 15th, China's largest publicly-traded automobile dealer China Grand Automotive Services Co Ltd (hereafter "China...
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China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
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The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
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People Dream of Owning a Ferrari
Ferrari: Initiating Coverage with a Wide Economic Moat Rating and a $50 Fair Value.Like the rich heritage of the Ferrari brand, we think...
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Distracted by the Distractions: Focus on Fiat Chrysler's attractive stock valuation
No-moat, 4-star-rated Fiat Chrysler's stock has 55% upside to our EUR 20 fair value estimate from its current trading level.Since the markets began...
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