Tod's: Della Valle Family Ups Insider Buying to 64% Ownership; LVMH Remains Logical Final Stop
Italian luxury shoemaker Tod's reported 23 quarters of consecutive negative SSSG, has seen its share price fall from 142 EUR to 46 EUR during the...
664 Views
AGM Oriental Watch (398 HK): Good Performance from April to July, Cash Remains 84% of Market Cap
We attended the AGM of Oriental Watch (398 HK) in Hong Kong. We were positively surprised to learn that Same Store Sales (SSS) growth was highly...
574 Views
AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
673 Views
Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)
Monthly surveys include the following store buyers and merchants: Sunshine DFS, Galeries Lafayette Beijing, Lane Crawford HK, Vivienne Westwood,...
509 Views
Oriental Watch (398 HK): 15% Annual Dividend Yield; But Net Cash Still Remains 81% of Mkt Cap
Oriental Watch (398 HK) reported FY19 results which showed: 1) further decline in inventory to just 824M HKD, 2) stable retail (94%) vs wholesale...
723 Views