stutes
03 Dec 2019
Trump Trump’s preference of waiting till post 2020 Election means he runs the risk of more farmers going bankrupt and alienating his core voters.
stutes
03 Dec 2019
Trump What has Trump completed - trade spats ongoing, North Korea, Turkey, Nirthern Syria?
stutes
03 Dec 2019
Hong Kong [link]
stutes
03 Dec 2019
Hong Kong The Times reports Hong Kong retail sales adversely affected by demonstrations; yet B reported its trading update in November and guided the market on current trading. The market seems to be panicking again - how many have we seen City preempting bad news for B but shown to be wrong?
stutes
03 Dec 2019
Trump We have USA opposing a tariff on French luxury goods due to WTO Airbus ruling on subsidies and French Internet tax. The message from US is , it’s ok for US to protect its businesses but not for other countries. As for Airbus , US could be facing a similar fallout around the time of Presidential Election. What has Trump achieved with his tantrums?
stutes
02 Dec 2019
Buyback Burberry SP down 4% yet banks down approx 1.5%- which sector is more defensive?
stutes
02 Dec 2019
Buyback Buybacks- fewer shares, increase in EPS/DPS yet market doesn’t seem to consider such things; more likely to follow Trump’s tweets, trade war comments, Brexit. Time for buybacks to stop and either buy value creating assets or increase dividend.
stutes
02 Dec 2019
9 months data The Prophets of Doom that predicted a fall in luxury sales, on 9 month data, are shown to be wrong.
stutes
28 Nov 2019
Goldman Sachs Riverton Roll – 27 Nov 19 Goldman Sachs Group Boosts Burberry Group (LON:BRBY) Price Target to GBX 2,200 Burberry Group (LON:BRBY) had its target price upped by analysts at Goldman Sachs Group from GBX 2,177 ($28.45) to GBX 2,200 ($28.75) in a report issued on Wednesday, ThisIsMoney.Co.Uk reports. The brokerage currently has a “neutral†rating on the... Market not interested - seems more focused on downgrades - eg Johnson Matthey.
stutes
27 Nov 2019
B buyback shows? The buybacks shows to me a company that sees the market is not valuing the business fairly. However, it also shows a company unwilling to expand through m&a and set on keeping to it’s own knitting. How can B compete in terms of buying power against the big boys?
stutes
26 Nov 2019
How will B fund M&A after yrs of buybacks? Debt or rights issue?
stutes
26 Nov 2019
B buyback or sale? Time to bypass stockmarket - put the business up for ssle
stutes
26 Nov 2019
Leeds site update End of year approaches - has the Leeds site been sold yet?
stutes
26 Nov 2019
B buyback or sale? More RNS confirming buybacks yet have the buybacks done anything for shareholders in terms of share price?
stutes
26 Nov 2019
Burberry It seems B is happy to stay as it is while LVMH gets bigger and gains buying power through M&A. Over time it either becomes a target for the big boys or loses ground to them. Surely B needs to merge with similar businesses or put itself up for sale. The status quo could mean shareholders miss out on securing a top price.
