Prada (1913 HK). Dividend at Risk. Sell. 41% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Excessive dividend pay-out...
449 Views
Tod's: Not Likely a Standalone Business For Much Longer; LVMH Is a Logical Buyer
Tod's SpA (TOD IM) is a well known Italian luxury shoes and leather bags producer Tod's market cap is just under 1.8B EUR and Della Valle family...
604 Views
Coach December Results: Negative Implications for Asian Luxury Retail & Chinese Tourist Spending
Luxury goods retailer Coach Inc (COH US) reported December quarter results on the morning of January 31st in New York. Revenue was bang in-line...
518 Views
Trump-China Tension = 2012 'Senkaku' Boycotts Redux? Avoid US Consumer Plays Exposed To China
Overview: probably more US-China tension aheadThroughout his campaign and in the weeks since the US election, President-elect Trump has shown he's...
376 Views
'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
573 Views