Moncler (MONC IM): Not Just A Fashion Down Jacket Brand
Moncler SpA (MONC IM) is a leading luxury outerwear brand with a strong market position and increasing brand value, deserving of a higher valuation.
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Bosideng (3998 HK): Outlook Stays Promising
The release of pent-up demand, recovery in gross margin, further improvement in channel efficiency and operating leverage from cost control will...
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Bosideng (3998 HK): Decent Result Distorted by Impairment Losses
Bosideng actually has a decent 1H FY23 result and gross margin should expand for full-year FY23. Its efforts on store optimisation, new product...
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Bosideng (3998 HK): Key Takeaways from Post-FY22 Result Call, Generally Optimistic
Bosideng logged solid FY22 profit and we are confident that its leadership position, , margin expansion capability, quality management and rising...
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Canada Goose: Devastating Losses in HK; 7 New DTC Stores Opened in Mainland
Regardless of the ongoing Hong Kong impact, at current price of $36 per share Canada Goose Holdings (GOOS US) remains a rare golden story with a...
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