In today’s briefing:
- TSE Policy Seems to Be that Disclosure in English Is Left to the Companies’ Own Initiative
- Marriott Vacations Worldwide: Initiation of Coverage – Global Expansion Explosion! The Secret Behind Their 40% Surge in International Sales! – Major Drivers
- LVMH & Richemont Said Chinese Demand for Luxury Goods Is Strong; POSITIVE for China Tourism Group
- Casey’s General Stores: Initiation of Coverage – Exploding Across New Territories – How Their Bold Expansion is Winning the Market! – Major Drivers
- American Eagle Outfitters: Initiation of Coverage – Inside the Store Remodels Driving Unprecedented Sales Surges! – Major Drivers
- Hilton Grand Vacations Inc: Initiation of Coverage – Bluegreen Bonanza: Unlocking Hilton’s Explosive Growth with This Game-Changing Acquisition! – Major Drivers
- Inter Parfums: Initiation of Coverage – Inside the Strategy Behind Their Newest
- Bausch + Lomb Corporation: Initiation of Coverage – The Multi-Million Dollar Growth Secret Behind LUMIFY and More! – Major Drivers
- Nexstar Media Group: Initiation of Coverage – What Is Its Bold Digital and Advertising Strategies Set to Dominate the Market! – Major Drivers
- Toll Brothers: Initiation of Coverage – How Their Innovative Community Expansion Is Set to Dominate the Market in 2024! – Major Drivers
TSE Policy Seems to Be that Disclosure in English Is Left to the Companies’ Own Initiative
- It will be useful for investors if timely disclosure information, which has large market impact but is still disclosed in English by half of companies, is disclosed in English simultaneously.
- By limiting the TSE policy to documents that are already disclosed in English by many companies, there is concern that other high-demand documents may not be disclosed in English.
- An analysis of English disclosure status and value creation indicators shows that many companies, even those with high profitability and high stock valuation, are not ready for disclosure in English.
Marriott Vacations Worldwide: Initiation of Coverage – Global Expansion Explosion! The Secret Behind Their 40% Surge in International Sales! – Major Drivers
- This is our first report on Marriott Vacations Worldwide.
- On the positive side, contract sales across Europe and Asia Pacific increased by a notable 42% year-over-year proving the company’s strong international growth.
- Another positive aspect is the successful launch of the Hyatt Vacation Club brand and the new BEYOND program, which increased the number of travel offerings for Hyatt Vacation Club owners.
LVMH & Richemont Said Chinese Demand for Luxury Goods Is Strong; POSITIVE for China Tourism Group
- European luxury goods maker enjoyed its best week in the past 52 weeks, spurred by better-than-expected results by LVMH, the industry leader and widely viewed as the bellwether
- China’s market was cited as resilient and very strong in certain categories, defying the general market perception that Chinese demand is soft
- The key European luxury goods share price has risen by an average of 8.2% YTD, China Tourism Group share price performance has lagged. Good buying opportunity
Casey’s General Stores: Initiation of Coverage – Exploding Across New Territories – How Their Bold Expansion is Winning the Market! – Major Drivers
- This is our first report on Casey’s General Stores.
- The company’s performance in the previous quarter remains solid as it delivered strong second-quarter results.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
American Eagle Outfitters: Initiation of Coverage – Inside the Store Remodels Driving Unprecedented Sales Surges! – Major Drivers
- This is our first report on apparel major, American Eagle Outfitters.
- In the third quarter of 2023, American Eagle Outfitters achieved record revenue of $1.3 billion, buoyed by both strong in-store performance and a 10% growth in its digital channel.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Hilton Grand Vacations Inc: Initiation of Coverage – Bluegreen Bonanza: Unlocking Hilton’s Explosive Growth with This Game-Changing Acquisition! – Major Drivers
- This is our first report on Hilton Grand Vacations Inc (HGV).
- This acquisition is part of Hilton Grand Vacations’ strategy to enhance business resilience and long-term value, suggesting new growth avenues.
- However, the company faced challenges in the third quarter, primarily due to the impact of wildfires on its Maui business.
Inter Parfums: Initiation of Coverage – Inside the Strategy Behind Their Newest
- This is our first report on fragrance and fragrance related product provider, Inter Parfums Inc.
- The company’s Q3 2023 results painted a picture of a company capitalising on the strength of the global fragrance market.
- The total sales growth the company recorded was an impressive 27% year to date.
Bausch + Lomb Corporation: Initiation of Coverage – The Multi-Million Dollar Growth Secret Behind LUMIFY and More! – Major Drivers
- This is our first report on eye health major, Bausch + Lomb Corporation.
- The company’s Q3 2023 Earnings Call reported an 8% increase in revenue, growth attributed to strengths across its well established and emerging brands that cover the whole spectrum of eye health.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Nexstar Media Group: Initiation of Coverage – What Is Its Bold Digital and Advertising Strategies Set to Dominate the Market! – Major Drivers
- This is our first report on television broadcasting and digital media major, Nexstar Media Group.
- The company maintained strengths in crucial areas despite year-over-year declines in cyclical political advertising and net distribution revenue impacts resulting from negotiations with DirecTV.
- Due to the favorable terms of these agreements and upcoming renewals, the company anticipates high-margin distribution revenue growth in future periods.
Toll Brothers: Initiation of Coverage – How Their Innovative Community Expansion Is Set to Dominate the Market in 2024! – Major Drivers
- This is our first report on Toll Brothers.
- The company recorded a strong performance for the fourth quarter of Fiscal Year 2023, despite challenges such as high mortgage rates, global unrest, and fears of a recession, delivering 2,755 homes and yielding $2.95 billion in home sales revenues.
- Similarly, for the full year, the company delivered 9,597 homes at an average price of around $1.03 million, bringing the total homebuilding revenues to a record $9.9 billion.
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