Paris Miki (7455 JP) - Corrected Vision - Is This A Setup For an MBO?
Paris Miki Holdings has a great profile of a small cap having figured out what it was doing wrong for over a decade. It has cash. Growth plans. A...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Eyewear 2018 Edition: A Global Snapshot
Eyewear sales are set to increase by 4% in 2017, posting global value sales of US$ 127 Bn. Daily disposable lenses keep outpacing growth, as...
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The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
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Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping
Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on...
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