Investment Advisors, JL Warren Capital

Junheng Li

Investment Advisors

JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/25485" target="_blank" data-smartkarma-citation="entities:25485:1">Canada Goose Holdings Inc (GOOS US)</a> announced today plans to open direct-to-consumer (DTC) flagship stores in Beijing and HK.  Both stores will open in the fall 2018. To compliment the offline DTCs and existing counters at Lafayette, Lane Crawford, and Season’s Place in mainland China, GOOS also announced the opening of an online flagship on Tmall in fall 2018.  We believe that the opening of on and offline DTC stores will significantly boost GOOS’ branding and sales volume in China. Goose sales…

Canada Goose Holdings Inc (GOOS US) announced today plans to open direct-to-consumer (DTC) flagship stores in Beijing and HK.  Both stores will open in the fall 2018. To compliment the offline DTCs and existing counters at Lafayette, Lane Crawford, and Season’s Place in mainland China, GOOS also announced the opening of an online flagship on Tmall in fall 2018.  We believe that the opening of on and offline DTC stores will significantly boost GOOS’ branding and sales volume in China. Goose sales…

Canada Goose China Momentum to Accelerate; Nice Contract Win for Baozun

<a href="https://www.smartkarma.com/entities/25485" target="_blank" data-smartkarma-citation="entities:25485:1">Canada Goose Holdings Inc (GOOS US)</a> currently sells in China via two luxury department stores: Lane Crawford (one store in Shanghai, Beijing, and Chengdu respectively) and Galeries Lafayette (one store in Beijing).  The two combined sold ~5 mn in CAD (26 mn in RMB) in FY 2017 (ended March 31, 2017).  This number, however, underestimates the actual sales to mainland Chinese in and outside China. Due to its limited retail presence, unmet demand finds its way mostly onto the cross-border e-commerce…

Canada Goose Holdings Inc (GOOS US) currently sells in China via two luxury department stores: Lane Crawford (one store in Shanghai, Beijing, and Chengdu respectively) and Galeries Lafayette (one store in Beijing).  The two combined sold ~5 mn in CAD (26 mn in RMB) in FY 2017 (ended March 31, 2017).  This number, however, underestimates the actual sales to mainland Chinese in and outside China. Due to its limited retail presence, unmet demand finds its way mostly onto the cross-border e-commerce…

A Coveted Novel Fashion Brand Calling for Expansion in China

Italy

Moncler S.p.A. is a brand with a winter heritage. Known for its outerwear, Moncler today designs and produces clothing and accessories for women, men and children, directly distributed through Moncler boutiques, its online store, department stores and multibrand stores.

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Moncler SpA (MONC IM)

Canada Goose China Momentum to Accelerate; Nice Contract Win for Baozun

Canada Goose Holdings Inc (GOOS US) announced today plans to open direct-to-consumer (DTC) flagship stores in Beijing and HK. Both stores will...

JL Warren Capital

A Coveted Novel Fashion Brand Calling for Expansion in China

Canada Goose Holdings Inc (GOOS US) currently sells in China via two luxury department stores: Lane Crawford (one store in Shanghai, Beijing, and...

JL Warren Capital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)