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sage in the hills 22 May 2018

M and S Marks and Spencer announced in Nov 17 it is to close 60 stores .........today it increased that figure to 100 stores ...SAGE

sage in the hills 30 Apr 2018

....from ADVFN news feed .... Given Amazon's challenges in Europe's apparel market, some think it could try to repeat its success of buying scale and a site with a fashion focus through a deal in Europe. Amazon declined to comment on potential deals.Euromonitor's Ms. Le Rolland said she thought a purchase was a possibility. Amazon is cash-rich, and an acquisition would be "quite a big shortcut as opposed to building something out," she said.Write to Jeannette Neumann at jeannette.neumann@wsj.com and Laura Stevens at laura.stevens@wsj.com (END) Dow Jones NewswiresApril 30, 2018 05:44 ET (09:44 GMT)Copyright (c) 2018 Dow Jones & Company, Inc.SAGE

sage in the hills 11 Apr 2018

Results ..... RNS Just like Boohoo in September, results out, which on the face of it sound reasonable at first....... then big share price drop....What are the issues in this set of data and comments ? SAGE

sage in the hills 29 Mar 2018

Portfoilo managers view on P/E ..... This is a portfolio managers view on Tencent......" The company's sheer size has prompted caution among some investors. Eric Moffett, a portfolio manager for T. Rowe Price in Hong Kong, said his fund has owned shares since he started managing it in 2014.But the fund has underweighted Tencent for the past six months due to valuation concerns, he said. He said shares, trading at 40 times projected earnings, look "priced for perfection" -- which can prompt sharp pullbacks, like that seen last week. "...if you take this forward to ASOS P/E ........ what then ? ......SAGE

emisbod 16 Mar 2018

CFO leaves Does anyone think this will impact the share price in the medium term?

II Editor 15 Mar 2018

NEW ARTICLE: Trends and Targets for 16/03/2018 " FTSE FOR FRIDAY (FTSE:UKX) A bunch of folk requested we add the Nasdaq to our daily index analysis. This seemingly simple request was to prove a bit awkward in filling, due to disparity amongst various feeds. Finally though, we're happy at ..."[link]

II Editor 30 Dec 2017

NEW ARTICLE: Stockwatch: Five ideas for 2018 " Chief lessons from my review a year ago are, the best performers in the Stockwatch universe have continued to do so in 2017, but either peaked in the second half or consolidated, in need of fresh stimulus.Momentum has given way to caution, which ..."[link]

II Editor 20 Dec 2017

NEW ARTICLE: Trends and Targets for 21/12/2017 " FTSE FOR FRIDAY (ish) (FTSE:UKX) Past experience has taught, doing a "FTSE for..." when the day is Xmas eve will be an exercise in futility. Normally, the holiday morning spends the session doing nothing until the final few minutes, then the ..."[link]

II Editor 14 Dec 2017

NEW ARTICLE: Four funds your family will love this Christmas "With Christmas less than two weeks away, we've had a bit of fun and picked a single high-quality fund for every member of the family to own in 2018 and beyond.They're all exciting funds run by highly experienced managers, but which have yet to ..."[link]

II Editor 06 Dec 2017

NEW ARTICLE: How to invest in companies with staying power "The credit crunch wasn't the only development in late 2007 that was to change the shape of an industry forever.It was in October 10 years ago that the initial concept for Airbnb was created, soon to have a profound effect on the hospitality and ..."[link]

II Editor 04 Aug 2017

NEW ARTICLE: Three 'ugly duckling' shares I am buying "Contrarian investors refuse to the follow the crowd, and instead focus their sights on unfashionable companies that they believe are for whatever reason being unjustly mispriced by the market.The idea behind so-called value investing is that a ..."[link]

II Editor 18 Jul 2017

NEW ARTICLE: The Oil Man: Falcon Oil & Gas, Ascent Resources "WTI $46.02 -52c, Brent $48.42 -49c, Diff -$2.40 +3c, NG $3.02 +4cA bit of slippage from oil yesterday, but it has rallied again this morning on the weak dollar and various pieces of news. Clearly, the Chinese refinery demand number is the main ..."[link]

WelshJew 14 Jul 2017

ASOS (LON:ASC, 5,759.00p) – BuyASOS, a global online fashion retailer, yesterday provided its trading update for the 4 months ended 30 June 2017. During the period, Group revenues advanced by +32% to £675.8m, while it increased by +26% on a constant exchange rate basis (‘CE’, against the comparative period (4 months ended 30 June 2016). On a reported basis, total retail sales rose by +32% (CE: +26%) to £660.1m, comprised of +16% growth in the UK to £234.6m and +44% (CE: +32%) growth in international to £425.5m. Within international retail sales, US saw +38% (CE: +26%) growth to £94.4m, EU rose +41% (CE: +30%) to £196.6m, while Rest of World (‘ROW’ recorded +54% (CE: +41%) growth to £134.5m. Retail gross margin during the period remained flat against last year. On the operational front, the Group said “Phase 1 transition” of its warehouse site from Eurohub 1 to Eurohub 2 is operational, while “Phase 2 underway”. ASOS’s CEO, Nick Beighton, commented “This good performance has been underpinned by advances across all areas of our business including retail, technology, warehousing, delivery solutions and customer care. We remain on track and confident of meeting market expectations…”. The Group is scheduled to release its full year results on 17 October 2017.Our View: ASOS’s performance continued to be strong for the first 10 months of the FY2017, with solid growth across all regions. Combined with strong constant currency results, its figures were boosted by the weaker Sterling against other currencies. Although UK sales year-to-date has slightly dipped to +17% from +18% seen for the first 6 months, continued strong international sales and maintained overall margin was encouraging. Looking down the KPIs, the Group has expanded its number of active customers by +25% year-on-year, with both average basket value and average order frequency improved by +3% and +6%, respectively. Total order rose by +28% year-on-year to 16.9 million, implying conversion rate improvement of +0.1%. Looking ahead, given the strong performance year-to-date, the Group said it expect to deliver its full year reported sales growth at the upper end of the +30% to +35% range, with capex remained unchanged at £150m to £170m. This leads to while pre-tax profit expected to be in line with consensus analysts’ forecast of £79.4m, which locates them a touch above the mid-point of previous indication of between £72m to £84.5m. Meanwhile, the Group’s medium-term reported sales growth guidance was reiterated at c.+20% to c.+25% per annum. Given pre-tax profit remain in line with market expectations, Beaufort reiterate its Buy rating on the share.

II Editor 16 May 2017

NEW ARTICLE: Stockwatch: When this AIM star is a 'buy' "Do prelims from LSE:G4M:Gear4music, the AIM-listed online retailer of musical instruments and equipment, imply further upside, or is exuberance manifest in online retailing stocks the classic sign of a market top?Financial history shows bull ..."[link]

II Editor 28 Apr 2017

NEW ARTICLE: Stockwatch: What to do with this massive profit "Can LSE:BOO:Boohoo, the £2.1 billion AIM-listed online clothing retailer, continue to beat forecasts to remain coveted by growth investors?Nine months ago, analysts' consensus was £21 million normalised pre-tax profit for Boohoo's latest year to ..."[link]

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