The Zozo Revival: A New Private Brand of Many Names, Category Expansion, Merchants Return
ZOZO (3092 JP)'s new plan to create a direct-to-consumer (DtoC) e-commerce platform this October, and fund the brands sold on it, is much more than...
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LVMH/Tiffany: LVMH CFO Confirms It Will Respect Contract – 50% Annualized Upside
Tiffany & Co (TIF US) shares rallied 3% yesterday after the Lvmh (MC FP) CFO, in an interview with Le Figaro, noted that LVMH will ‘respect...
531 Views
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...
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Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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LVMH/Tiffany: Rumours of Deal-Collapse – Reassessing the Mounting Challenges in the US?
It was reported yesterday by US trade publication Women’s Wear Daily that Lvmh (MC FP) is having second thoughts in relation to its deal to buyout...
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