Burberry Share Discussion Threads

[philanderer] 20/4/2016 08:40

Downgrade this morning..

20th april Goldmans neutral tp 1550p

[philanderer] 19/4/2016 09:23

Burberry Unveils Lily James As New Face

[philanderer] 18/4/2016 09:05

18th april RBC underperform tp 1250p cut from 1300p

[philanderer] 14/4/2016 23:24

Thanks for the reply tongosti , I was thinking maybe LVMH ?


Interesting Lex column in the Financial Times...

Burberry: chequered history

"The luxury fashion retailer’s shares look cheap"

[tongosti] 14/4/2016 21:40

Phil - tempting as it may sound, the question is who may want to buy BRBY at this stage? I think for a company that generates a significant part of its business from China, any potential bidder would have to be confident it can meaningfully improve performance in that part of the world. In view of the fact that the luxury sector is struggling en masse in China, a potential bid is unlikely I think (naturally, I could be completely wrong here because in a world of record low yields, money needs to be deployed somewhere and the big boys are naturally attracted to M&A's). I would also say that - even though valuations look deceptively cheaper - as opposed to a year ago - what particularly worries me is the slowing rate sales growth. It has been going down for a good while and the situation does not seem likely to improve in the near future. As you know, I am watching closely here with the view to go long at some point. I think that point will arrive when most brokers will issue sell - rather than buy - recommendations. The proverbial throw in the towel moment. I don't think we are there yet so today I decided to open a short with a stop loss at £15. Have a good evening.

[philanderer] 14/4/2016 20:42

I`m tempted back in, just get a feeling there could be a takeover approach.

[lightningbolt] 14/4/2016 19:18

Well I'm still long, a pe of 16 is pretty cheap...

[philanderer] 14/4/2016 18:16

Questor share tip: Sell Burberry as sales outlook worsens

[philanderer] 14/4/2016 13:54

Burberry Profit Warning Piles Pressure on CEO Christopher Bailey

[philanderer] 14/4/2016 13:46

Hi tongosti , any thoughts on a takeover here now . Bailey seems to be struggling trying to hold down two jobs.

[tongosti] 14/4/2016 12:44

As I have mentioned here several times, BRBY is best avoided or shorted (for the braver ones). Going long is not an option at this stage.

[philanderer] 14/4/2016 10:11

Closed @ 1243p.


'Fewer wealthy Chinese tourists hits Burberry sales in Europe'

Fashion house trading update says fall in well-off visitors following Paris terror attacks will dent full-year profits in 2017

[philanderer] 14/4/2016 10:03

14th april Liberum sell tp 925p

[harebridge] 14/4/2016 09:07

Another retailer that just couldn't keep up with the changing face of the sector.RIP and join the other 'old school' retailers in the graveyard, who couldn't evolve & compete in the modern world.

[philanderer] 14/4/2016 09:06

Short @ 1280

[philanderer] 14/4/2016 08:36

A pile of cr@p.

Downgrades to come.

[harebridge] 14/4/2016 07:11

Pretty rubbish results & an even worse outlook. -- FY 2017 outlook - Challenging demand environment- H1 wholesale expected to be down by around 10%- Japan licensing revenue to reduce further, as planned- Underlying cost inflation pressures persist

[philanderer] 13/4/2016 12:07

Positive trading before tomorrow`s update

[philanderer] 12/4/2016 21:02

'Burberry’s CEO Fights to Gain Luxury Customers'

Fashion brand focuses on Japan growth; critics question Christopher Bailey’s dual role

[philanderer] 12/4/2016 15:42

Took 8 pts and lucky to get that :-)

[philanderer] 12/4/2016 13:26

Ah... LVMH out with results , below analysts` forecasts