stutes
29 Dec 2019
China promising times for luxury goods? South China Morning Post – 10 Dec 19 Luxury brands fighting to survive in Hong Kong see sales boom in mainland A cut in consumption tax has led to a surge in sales and higher shop rental yields in mainland China, according to a senior industry executive. Promising news re China. Hopefully B can secure better rent discounts re Hong Kong?
stutes
26 Dec 2019
China promising times for luxury goods? U.K. – 26 Dec 19 Tiffany sees rise in holiday sales on higher China spending Tiffany & Co , which is being bought by Louis Vuitton owner LVMH , on Thursday e...
stutes
19 Dec 2019
Buying shares at £×2 B thinks B has value at £22 so what is a fair value for B? Is the market not fairly valuing the business?
stutes
19 Dec 2019
End of Year B goes ex div today. 2020 hopefully will be the year B delivers on strategy as well as clarity on M&A and/or if B can survive as an independent fashion brand?
stutes
16 Dec 2019
LVMH sets standard for others to follow [link] The standard set by LVMH sets the goal for B.
stutes
16 Dec 2019
Questor likes look of B The Telegraph Questor: Burberry has refashioned its business model and merits a premium... Questor share tip:
stutes
13 Dec 2019
Burberry B seems to be missing out on today’s relief rally. You have to ask why?
stutes
12 Dec 2019
Should B management lead MBO? Should B consider a MBO ?
stutes
12 Dec 2019
The future for B B needs to respond to M&A by the big boys. Staying the same size leaves it vulnerable on cost and advert6 spend.
frog_in_a_tree
09 Dec 2019
French Strikes Given that it is mainly a public sector strike it seems doubtful. Frog
stutes
09 Dec 2019
French Strikes Market already marking French luxury firms down but will B benefit from the strikes?
stutes
09 Dec 2019
Buybacks Have the buybacks increased value of B? If not - a waste of money
frog_in_a_tree
09 Dec 2019
Strategic drift I rather think that you will have little influence Stutes. If you are worried about your investment sell u and get into a stock that you are happier with. Frog
stutes
09 Dec 2019
Strategic drift Has the buybacks increased the value of the business?
stutes
09 Dec 2019
Strategic drift Passive shareholders cannot hide when a company goes down or needs rescuing - the time to raise concerns is well before not afterwards.
