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14 Nov 2019
Results B trading in line with forecast. Seems most analysts got it wrong. However, B needs to do something on M&A front or see the big fashion houses get stronger and ultimately undermine B’s niche.
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12 Nov 2019
B needs to deliver Mitchell Messenger – 12 Nov 19 Burberry Group (LON:BRBY) Given “Neutral†Rating at UBS Group UBS Group reissued their neutral rating on shares of Burberry Group (LON:BRBY) in a report released on Friday morning, ThisIsMoney.Co.Uk reports. A number of other brokerages also recently issued reports on BRBY. Deutsche Bank reissued a hold rating... B needs to deliver on the figures. If not put itself up for sale.
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10 Nov 2019
Competitors JV BBC News - Adidas and Prada: Or should that be Pradidas or Adada? BBC News The devil wears Pradidas, or perhaps Adada Prada and Adidas are going on a "collaborative journey" with "an authentic fusion of fashion and sport". Another example of how luxury end are forming JVs/merging -makes me wonder what B needs to do in response?
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07 Nov 2019
Price moving up ahead of results Odd that when Trump’s China trade spat created negative trading days B went down on some days over 130p, yet on a up day we see less than 65p. The Joy’s of an inefficient market
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07 Nov 2019
Innovator of Yr Fashion I see Burberry’s Creative Director received WSJ Innovator of Year Fashion Award- hopefully we shall see the Award reflected in the profit line come next week.
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07 Nov 2019
B's future Next week results should be a time of what next for B? Just following the status quo could mean shareholders miss out in the medium to long term in thar B may be vulnerable to increase competition from the big boys and lacking the scale to weather the squeeze? I think it’s time B merged with similar small brands to create a business with a stronger presence in say jewellery and leather goods.
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28 Oct 2019
B's future Shouldnt B be looking to merge with MontCler, Hugo Boss to create scale to compete with LVMH/Kering?
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27 Oct 2019
B's future U.K. – 27 Oct 19 French luxury group LVMH offers to buy U.S jeweller Tiffany - sources Louis Vuitton owner LVMH has approached Tiffany & Co with an acquisition offer, ... B just standby while LVMH and US brands buy competitors
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26 Oct 2019
City doomsayers South China Morning Post – 26 Oct 19 Retailers such as Hermes report resilient revenue despite Hong Kong protests Luxury goods retailers such as Hermes, Kering and Moncler reported resilient revenues in the third quarter despite hefty sales declines at their Hong Kong locations, as months of protests and civil unrest deterred tourists from visiting the city... On this evidence City reports of B suffering £100m sales hit due to Hong Kong demos seems unlikely.
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18 Oct 2019
Golden week Another take on Golden Week: [link]
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18 Oct 2019
Golden week South China Morning Post – 8 Oct 19 China’s ‘golden week’ loses its shine as consumers show reluctance to spend Retail and catering sales rose 8.5 per cent, decelerating from a 2018 growth rate of 9.5 per cent, marking the slowest growth since the comparison was published in 2001. If B’s sales adversely affected they would surely have updste City before close period?
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18 Oct 2019
China GDP Find it odd down 10% at a time B is buying shares - vote of confidence?
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17 Oct 2019
Morning up PM down Either B is paying a fair price for its shares or it should wait for the price to fall and then mop up more shares.
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17 Oct 2019
Morning up PM down Why should investors put any faith in any quoted share price if it is undervalued by City?
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17 Oct 2019
Morning up PM down Market seems to mark B up in morning and down in afternoon?
