Capri Holdings Ltd - Investment Thesis
This is our first report on luxury behemoth, Capri Holdings which operates through its three main brands – Michael Kors, Versace, and Jimmy...
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Simone IPO - Peer Comparison and an Uncompelling Valuation
Simone Accessories Collection (381920 KS)Â is looking to raise up to US$341m in its upcoming South Korea IPO by selling a mix of primary and...
418 Views
U.S. Equity Strategy: Downgrading Consumer Staples To Underweight; Watching 10-Year Yield Closely
Market dynamics remain largely bullish and we continue to see signs of improving risk appetites. As a result, we are on the verge of shifting to an...
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Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
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Aston Martin: A Closer Look at the New Consortium of Investors Coming In
Aston Martin (AML LN) has been a trainwreck since its IPO in 2018. The Italian and Middle-Eastern private-equity owners cashed out some of their...
535 Views