PRADA (1913. HK): Improving Brand Equity to Fuel Its Long Term Growth
Luxury industry stays resilient given increasing disposable incomes of high-end consumers. We review Prada's strategies and its long term growth...
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Hermes: An Increasingly APAC-Driven Story
The French heritage story has been increasingly APAC-driven in recent years and can very likely continue to benefit from rising emerging Asia in...
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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: 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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LVMH – Tiffany Deal: Bernard Arnault Makes Another Big Splash
Tiffany (TIF US) is an American jewellery company focused on hard luxury items such as jewellery and as well as silver and diamond...
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