Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
526 Views
Big Apparel in Trouble: Sanyo Shokai Slashes Stores and Fights off Shareholder Pressure
As reported in an earlier insight (Big Apparel in Trouble: Onward to Close 1,400 stores), Japan's big apparel firms were already fighting for...
479 Views
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...
759 Views
LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US)Â is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
584 Views
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...
458 Views