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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Tiffany and LVMH Wedding Postponed
Like many couples nowadays, Tiffany and LVMH have to delay their wedding ceremony a few months because of the coronavirus. LVMH has submitted...
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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...
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