stutes
24 Feb 2020
Coronavirus fallout As B"s share price falls with each panic, media headline the buyback carried out recently, with hindsight, looks expensive if you look at today’s price.
stutes
20 Feb 2020
Buybacks If you look at B and Lloyd’s Banking Group, both businesses have followed a share buyback strategy and the share price have not increased significantly. B went up on LVMH’s takeover of Tiffany. Overall I think buybacks do not help to boost the share price - B should return surplus cash by way of special divs.
stutes
19 Feb 2020
Hong Kong Hong Kong is in technical recession - the coronavirus and the protests have not helped B in Hong Kong. Hoping the fallout from Apple will mean the City have already priced in the hit to B’s trading figures.
stutes
18 Feb 2020
Apple revenue miss - City panicking again? Apple’s revenue miss announcement should have been expected by the City : China quarantine of cities, restriction of movement , restriction on the number of people per dwelling able to shop , and returning people, from the countryside, required to self quarantine. The City should have expected the hit from Apple - B warned on China so did Kering.
stutes
13 Feb 2020
Journalists sexing up headlines? When you read the facts rather than the headlines, China has redefined the definition of cases which has increased the reported numbers but what about previous data being also subject to the redefinition so it is more meaningful? HMG was accused of sexing up the Iraq report - what can be said of the quality of journalism displayed over the coronavirus?
stutes
13 Feb 2020
B suffering? Kering’s update reveals store closures in China - can we glean from this some over expansion in China by both Kering and Burberry or wrong location/cost?
stutes
07 Feb 2020
B suffering? the Guardian – 7 Feb 20 Burberry says impact of coronavirus worse than Hong Kong protests British brand closes 24 of its 64 stores in mainland China as shopper numbers plummet China/HK travel ban / movement restrictions likely to go on for awhile? Overall downside unknown
stutes
03 Feb 2020
Hong Kong South China Morning Post – 3 Feb 20 Up to 40 per cent of Hong Kong hotel staff may lose jobs in viral outbreak The downturn in the hospitality industry would add to the woes of a city already in its first technical recession in more than a decade. If hotel workers are losing their job it suggests to me fewer tourists are visiting Hong Kong and retailers have fewer opportunities to sell their goods. B could face a few probs?
stutes
31 Jan 2020
Buybacks Buying shares in a falling market is good if the share price increases but inot so if the share price falls 10%+.
stutes
31 Jan 2020
Coronavirus China’s border with HK, Russia, Mongolia closed; USA instructing its citizens not to go to China.The WHO not banning trade nor travel. In the short to medium term B could be adversely affected in China/HK.
stutes
28 Jan 2020
Coronavirus BBC News - Coronavirus: Hong Kong to slash border travel as virus spreads BBC News Hong Kong to slash border travel as virus spreads It wants to drastically reduce visits from mainland China, where the death toll has reached 106. HK retailers could be adversely affected by fewer consumers from mainland China?
stutes
27 Jan 2020
Burberry buying shares B’s buyback has stepped up since its Q3 update but once the cash is spent who will step in to replace B’s buying? Without B buying it’s own shares how much further would the share price had fallen? We have fear in the market from coronavirus and potential damage to the economy of China and neighbouring trading countties.
stutes
26 Jan 2020
How will the City play next 5 days before Brexit? I suspect shares will be in the doldrums till budget sets UK’s course post Brexit?
jackdawsson
26 Jan 2020
Coronavirus stutes: How does this affect B’s shops in Hong Kong? @stutes Impossible to be sure at this stage as more data is still coming to light about how coronavirus develops & spreads. For now, it’s something to keep a close eye on. But some wider thoughts on this, some of which will apply to most sectors including consumer items. - GL. [link]
stutes
25 Jan 2020
Coronavirus Hong Kong Leader is reported to have issued a coronavirus emergency, extending school closure and cancelled official visits to the mainland. How does this affect B’s shops in Hong Kong?
