Burberry Share Discussion Threads

[philanderer] 18/12/2015 13:11

bb, no Microsoft problems so far today for me. Hell of a job to call bottom on BRBY .


Bernstein Has Just Reaffirmed GBX 1350 Target Price Per Share On Burberry Group (LON:BRBY) Stock, While They’ve Also Reiterated Their Market Perform Rating

[bigbertie] 17/12/2015 09:14

Prada reported Q3 profits down 38 percent due to weakness in AsiaPac. Maybe more weakness to come here?

Off topic. Anyone having problem with Microsoft? Both my windows laptops refusing to access internet but I have borrowed this Apple pad thing and it works fine on the same router!

[philanderer] 16/12/2015 13:24

HSBC cuts price on Burberry, retains 'buy' rating


(ShareCast News) - HSBC has cut its target price on fashion label Burberry from 1,800p to 1,500p while retaining its 'buy' rating.
The investment bank noted a brutal shift in sales momentum, with the company being the fastest growing large soft luxury company up until September, where it was outperforming Gucci, Prada and Louis Vuitton.

However, the rate of growth in retail like-for-like sales growth dropped from 6% to -4% that quarter.

"Out of the 10 points delta, we estimate that the overall industry slowdown explains c3 points and unfavourable geographic mix (overexposure to weak regions such as Asia and HK, underexposure to strong regions such as Continental Europe and Japan) another c3 points."

HSBC said it believe the rebound will be gradual with the Paris attacks, a promotional US market and warmer than usual weather.

With that in mind, the bank cut the company's target price on the back of lower estimates.

"We have cut our FY March 16-18% EPS estimates by 2%, 10% and 12% respectively. We are 3%, 5% and 8% below consensus, respectively."

[philanderer] 15/12/2015 15:57

Burberry Unveils Spring/Summer 2016 Campaign

[philanderer] 15/12/2015 12:13

Burberry partners with DreamWorks for 3D interactive campaign

[tongosti] 14/12/2015 19:07

Considering current vol levels, that's indeed not too bad. There are always ups and down years in this game and I wish my down years would amount to -1% only!Let's hope we will get a better wind in the new year!

[philanderer] 14/12/2015 18:59

Evening tongosti , tough year... my porfolio is -1.1% for 2015 and could have been a lot worse

For 2015:

ftse 100 -10.5%
ftse 250 + 4.5%

[tongosti] 14/12/2015 18:15

Evening Phil - this year has been a very difficult year all around. For a quality company like this to have almost a 50% fall in less than 10 months is quite something. No one knows where the bottom could be but another 20-25% (good call by the way on shorting BRBY) decline and the fundamental case for the company will start sounding far more compelling in m view. As I have said here before, I am watching BRBY like a hawk as I am looking for an attractive entry point and then hopefully ride my luck over the medium term.

[philanderer] 14/12/2015 15:42

Short from 1192p looking my best guess of the year.

Still open.

[philanderer] 11/12/2015 12:16

Today partly due to

11th dec Soc Gen 'hold' tp 1300p cut from 1400p

11th dec Bernstein 'market perform' tp 1350p cut from 1425p

[philanderer] 11/12/2015 10:53

Can`t see it getting that low JL , but the way the general market is going 800p - 900p is definitely on the cards short term.

FTSE 100 now -8% for 2015

[jl9] 11/12/2015 10:44

This might prove a tasty morsel for Mega Corp, albeit more in the 250-300p range.

[philanderer] 11/12/2015 08:56

1148p - 1149p

At long last making some money on this dog.

[philanderer] 10/12/2015 17:22

Liberum Capital currently has a GBX 1050.00 target price on the 5.30 billion GBP market cap company or -10.49% downside potential. In an analyst report sent to investors and clients on Thursday, 10 December, Burberry Group PLC (LON:BRBY) stock had its Sell Rating restate by professional analysts at Liberum Capital.

[philanderer] 09/12/2015 09:18

Timbeeeeeeeerrrrrrr !!!


And not before time a short opened @ 1192p

[philanderer] 04/12/2015 13:47

4th dec Soc Gen hold tp 1400p

reiterates

[philanderer] 04/12/2015 09:58

Morning EI , that`s not a bad result with any large cap miner. A lot easier this year just to have purchased a FTSE 250 tracker on december 31st ;-)

FTSE250 +8.2%
FTSE100 -4.6%

[essentialinvestor] 03/12/2015 16:44

Please don't mention RIO, I'm 2.4% down there, have made a bit trading it
to offset that a little, could have been a lot worse and it may be by tomorrow! )

[philanderer] 03/12/2015 16:21

Still living in a kennel at the moment.... 1200p gone again.

YTD as bad as RIO

[philanderer] 24/11/2015 20:06

In partnership with Google, Burberry has launched "The Burberry Booth" at its Regent Street flagship store in London.

[philanderer] 24/11/2015 19:57

Evening EI , Nomura put the boot in this morning ...

"...Away from international security concerns, luxury fashion house Burberry became the biggest laggard on the FTSE 100 after Nomura slashed its rating from “buy” to “neutral”;.

"The broker said: “Macroeconomic trends remain mixed for the luxury sector, and we believe consensus expectations may be too high for 2016, thus there is a risk of a sector de-rating.” Shares plunged 63p, or 5pc, to £11.95.

Telegraph

[essentialinvestor] 24/11/2015 16:38

HB did the damage today, can't remember when I last bought anything from
Boss.

[philanderer] 24/11/2015 16:32

Confirmed as a dog of the highest order... a 3 year low and heading lower

Top FTSE100 fallers

Burberry Group 1191.50 -5.29%
easyJet 1582.50 -3.86%
International Consolidated Airlines Group 547.75 -3.57%
Whitbread 4298.50 -3.34%
Merlin Entertainments 395.00 -2.78%
Carnival 3383.00 -2.76%