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
Estee Lauder China Q3 2019 Survey: Accelerating Momentum Aided by Unauthorized ReSeller Transactions
FQ1 2020 Estimates:Based on our offline store checks in mainland China, we see continued sales growth momentum for Estee Lauder Companies Cl A (EL...
555 Views
CTK Cosmetics (Part 2) Valuation Analysis -Â Biggest Korean Cosmetics IPO in 2017
CTK Cosmetics is the biggest IPO in the Korean cosmetics sector in 2017. Bookbuilding starts on November 20th and it should be in strong demand...
608 Views
CTK Cosmetics IPO Preview (Part 1)
CTK Cosmetics is applying for an IPO in the Korean stock market. The lead banker for this deal is Mirae Asset Daewoo Securities. CTK Cosmetics IPO...
820 Views
Christian Dior - Privatization by Groupe Arnault; Simplifying Structures
Groupe Arnault, Christian Dior SE (CDI FP) and LVMH Moet Hennessy Louis Vuitton (MC FP) have announced a two-fold strategic project with the...
717 Views