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Kering (KER FP)
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Analysis
Consumer Discretionary
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France
Kering SA designs, manufactures and markets luxury and sport & lifestyle goods. The Company's brands include Gucci, Bottega Veneta, Alexander McQueen, Puma and Volcom. Kering operates globally and is headquartered in Paris, France.
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bullish
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Oriental Watch
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02 Jul 2020 07:19
Oriental Watch: Bet on Rolex Demand in China/HK and Collect 12% Dividends While Waiting
Oriental Watch is a play on Rolex demand in China and HK. As recently highlighted by fellow insight provider Sameer Taneja the revenue contribution...
Nicolas Van Broekhoven
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604 Views
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bullish
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Lvmh Moet Hennessy Louis Vuitton
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11 May 2020 09:16
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...
Rickin Thakrar
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652 Views
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bullish
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Lvmh Moet Hennessy Louis Vuitton
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31 Mar 2020 08:47
LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US) is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
Rickin Thakrar
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477 Views
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bearish
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Thematic (Sector/Industry)
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07 Feb 2020 23:14
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
JL Warren Capital
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415 Views
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bullish
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Oriental Watch
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21 Nov 2019 10:32
Oriental Watch (398 HK): Resilient 1H20 Despite HK Unrest; Cash Is 100% of Mkt Cap; 15% Div Yield
Oriental Watch (398 HK) reported 1H20 results which showed the company performed remarkably well given six months of political unrest in its key...
Nicolas Van Broekhoven
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540 Views
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