Burberry Share Discussion Threads

[philanderer] 12/4/2016 09:11

It`s turned into a pile of cr@p again.

Sold and taken my profit... a bit late :-S

Gone short this morning

[philanderer] 11/4/2016 09:12

11th april Nomura buy

reiterates

[philanderer] 11/4/2016 00:09

SUNDAY TIMES

Burberry set hearts aflutter in the fashion world (not difficult) when it unveiled a television ad this month for its new cologne, Mr Burberry.

It is part of the luxury giant’s push into beauty, one of many levers being pulled by Christopher Bailey, the £8m-a-year creative boss and chief executive, to get Burberry moving in the right direction again.

Bailey’s problem, as ever these days, is China. The slowing economy and a crackdown on excess by the communist regime have hit the luxury sector hard. Burberry has not been immune.

At 18.4 times earnings, the stock continues to trade at a premium to its peers. This appears to be a reflection of past glories under [Hannah] Ahrendts rather than of its prospects, which look uninspiring.

The company will seek to turn the tide on Thursday when it gives a second-half trading update. This could get ugly. Sell.

[bigbertie] 08/4/2016 10:36

I prefer the UBS rec.

[philanderer] 07/4/2016 16:58

7th april UBS buy tp 1580p up from 1500p

[philanderer] 05/4/2016 17:38

Burberry launches racy perfume ad directed by Steve McQueen

[philanderer] 05/4/2016 13:51

Burberry snaps up a Snapchat Discover channel

[philanderer] 01/4/2016 10:50

And Japan :-S

weird one ... why would you ?

1st april Jefferies hold tp 1240p

[philanderer] 01/4/2016 10:27

China yet again ..

..Standard & Poor's cut the outlook for China's credit rating to negative from stable.
S&P said China's economic rebalancing is likely to take longer than the ratings agency had expected, giving the nation a credit rating of AA-.

"We revised the outlook to reflect our expectation that the economic and financial risks to the Chinese government's creditworthiness are gradually increasing," S&P said in a statement.

"This follows from our belief that, over the next five years, China will show modest progress in economic rebalancing and credit growth deceleration."

[philanderer] 01/4/2016 09:28

1st april Barclays equal weight tp 1350p

[philanderer] 30/3/2016 12:04

30th march Nomura buy tp 1500p

reiterates

[philanderer] 15/3/2016 13:57

US retail sales fall and january revised down.

[philanderer] 15/3/2016 11:12

Hopefully 1350p will hold chartwise

[philanderer] 14/3/2016 16:22

Blackrock adding 5 million.

[philanderer] 11/3/2016 17:11

Unchanged on the week after all that palava ;-)

[gardener8] 09/3/2016 13:04

Bloomberg claim recent stake in Burberry due to trades not mystery bidder.

[philanderer] 09/3/2016 12:27

HSBC downgrades to 'hold' increases target from 1380p to 1500p

[philanderer] 09/3/2016 10:37

Yep, that`s my reading of it too bertie.

edit: just +7p now from last friday`s close.

[rndm355] 08/3/2016 18:10

I wouldn't worry about that article - buyers don't care about getting an earnings yield equivalent to Morningstar's cost of capital within a year or two.

Pleased with my 29% return in less than two months here, will keep holding.