stutes
02 Oct 2019
Share price fall - overdone? Will B’s profit fall 7% if USA hit luxury companies, if no, correction may be unjust?
stutes
02 Oct 2019
LVMH Chairman reported words of wisdom It was reported admittedly some time ago that when one area World is in recession LVMH just sold products elsewhere. Therefore if USA hit luxury sector it just means less is sold in USA but it also means Europe /Rest of world in terms of luxury market has got tougher for USA luxury companies. Another thing wealthy customers likely to buy luxury products when they travel outside USA?
stutes
02 Oct 2019
WTO round 1 to USA but round 2 to EU? The US are reported to have won an arbitration on Airbus subsidies being unfair, EU has its own case on Boeing ruling due in 8 months. US have signalled its intention to levy tariffs on luxury goods. It is looking more and more that US needs to export more goods and its numerous trade spats are hurting US companies and US economy - Trump has a choice alienate key trading partners or adopt a more engaging win-win policy.
frog_in_a_tree
30 Sep 2019
China's middle lass Who is this middle lass? Frog
stutes
30 Sep 2019
China's middle lass China’s giant middle class is still growing and companies from Walmart to start-ups are trying to cash in - [link]
stutes
24 Sep 2019
Buy backs or special dividend When buy backs fail to boost the price; perhaps special dividends should be paid instead?
stutes
11 Sep 2019
Down 57p on 175k vol 185k vol up 29p - compare yesterday’s markdown. Makes you wonder on the pricing logic?
stutes
10 Sep 2019
Down 57p on 175k vol I do wonder how the market works; on a good day do we see B going up 57p on 175k vol - I suggest less than 20p?
stutes
05 Sep 2019
Trump's trade war - Trump boasted trade wars are easy to win, as he enters his final year in office, it seems talks continue but no signs of a deal. He is polling at least 10 points lower than top Democrats. I think the market will now focus on who will replace Trump. China can choose who it thinks offers the best trade terms - Trump looks to me to have run out of time, excuses and the cushion of a strong domestic economy. Once it becomes clear Trump is out I’m expecting investors to return to the market
stutes
03 Sep 2019
Low vol The FCA should look at how the market is affected by low volume during the day, high voles in last 15 mins.
stutes
23 Aug 2019
Trump over played his spin - no deal and out Trump said trade wars were easy to win - DOD that include a recession in USA or alienating so called allies? It looks as if Trump will be voted out of Office in 15 months’ time, Capitol Hill will curtail him in the meantime. The above scenario is likely to affect B ÷ China buying more from European companies and US consumers switching away from Vhina to other countries - possibly UK? It will take years before the damage is forgotten so B could be set for better times?
stutes
22 Aug 2019
Give with one hand take with other? Odd share price gains seem to be almost wiped off shortly afterwards.
stutes
22 Aug 2019
UK's 30 days It would also allow B to tap other markets for funding.
stutes
22 Aug 2019
UK's 30 days Should B have a listing on the HK stock exchange to appeal more to Chinese consumers? What about a listing in Japan as well?
stutes
21 Aug 2019
100%+ hike in pay - is the profit up by 100% Retail Gazette – 21 Aug 19 Burberry boss the highest paid CEO - Retail Gazette Burberry's chief executive Marco Gobbetti has seen his salary increase by 112 per cent, despite pay for chief executives of FTSE 100 companies shrinking 13 per cent year on year to an average of £3.4 million in 2018.
