Burberry Share Discussion Threads

[philanderer] 11/10/2016 20:49:11

Burberry climbs on LVMH’s sector boost

[philanderer] 11/10/2016 16:43:19

Afternoon tongosti,

yep we`re doing well with this one...... good read across from those LVMH numbers today :-)

[tongosti] 11/10/2016 09:45:37

Morning Phil - Goes to show that prices recover way before improvements show in the business itself. Happy went long before £13 level. Moved stop to entry level and took 20% of profits last week. Currently playing with the house's money and looking to add further to my position if uptrend continues.

[philanderer] 07/10/2016 09:52:59

Strong second quarter expected at Burberry

Burberry (BRBY) is expected to report decent second quarter results but there are still challenges for the designer brand.

Jefferies analyst Charmain Yap retained her ‘hold’ recommendation and target price of £12.90 on the shares, which edged 3p lower to £14.33 yesterday.

‘We expect Burberry to report a solid second quarter update where we forecast 3% comparable stores sales growth, as we annualise four quarters of weak top line delivery,’ she said.

‘Beyond near-term foreign exchange tailwinds, the challenge for the group to sustain digital leadership and drive brand heat while managing costs in a low-growth environment remains.’

She added that Burberry had outperformed with the shares up c.30% since the EU referendum ‘not inconsistent with Burberry’s near-term foreign exchange benefit and strong balance sheet’.

[philanderer] 05/10/2016 13:54:03

Cheapest pound in 31 years lures Chinese shoppers in their droves to Britain

[philanderer] 30/9/2016 07:47:57

Upgraded by RBC to Sector Perform and 1400p target

[philanderer] 27/9/2016 12:23:30

Goldmans retain neutral , increases tp to 1480p

[philanderer] 21/9/2016 14:08:22

Credit Suisse not impressed..

Underperform and tp 1150p

Reiteration

[philanderer] 20/9/2016 13:48:07

Runway to Retail well received...

[timberwolfequity] 15/9/2016 20:13:30

I have written an analysis on Burberry, which can be found here.

[philanderer] 14/9/2016 20:47:40

"...On the other side, negative read across from Hermes caused shares in Burberry to falter, down 27p to £12.47. The French luxury goods maker said it would no longer provide an annual sales growth forecast starting next year due to the increasingly uncertain trading environment."

[philanderer] 14/9/2016 13:33:43

BE
Burberry sliding on the back of this rather cautious update from Hermes.

Burberry Group PLC (BRBY:LSE): Last: 1,259, down 15 (-1.18%), High: 1,274, Low: 1,239, Volume: 868.17k
BE
Hermes H1 fine, though mostly pre-announced in July.
BE
2016 guidance maintained but medium term targets abandoned.
BE
Having been steadily downgraded over the past couple of years. Went from 10% in 2014 to 8% in 2015, then “below 8%” earlier this year.
BE
Now, Hermes is already on 36 times 2016 so is a bit of an outlier for the sector.
BE
(Sector’s on 20x on average.)
BE
Mostly on the idea that having a brand that appeals to CEOs and a reliance on leather stuff makes you less vulnerable to the vagaries of fashion.
BE
That thesis might we weakening a bit.

[philanderer] 14/9/2016 09:08:06

Top FTSE100 faller for the umpteenth time.

[philanderer] 14/9/2016 08:49:42

FFS... so what is it today ?

[philanderer] 09/9/2016 10:27:33

(ShareCast News) - Luxury retailer Burberry was under pressure on Friday after Goldman Sachs removed the stock from its Sustain Focus List, highlighting the company's subdued outlook.

[philanderer] 09/9/2016 09:40:02

(Open): British designer Burberry was the biggest faller on the FTSE 100 at the start of trading as the blue chip index edged down.

Burberry fell 2.6% following a note from analysts at Goldman Sachs about the company's subdued outlook.

[philanderer] 09/9/2016 09:13:24

These recent director sales seem to have really screwed the sp


and maybe this ?

'Brexit is causing this British luxury brand to slash prices in Hong Kong'


HTTP//uk.businessinsider.com/burberry-prices-hong-kong-brexit-british-pound-2016-9?utm_source=feedburner&%3Butm_medium=referral&utm_medium=feed&utm_campaign=Feed%3A+businessinsider+(Business+Insider)?r=US&;IR=T

[philanderer] 08/9/2016 12:21:03

CFO dumping 34,000 shares :-S

edit:

just remembered , she`s stepping down from the company in a few months , and still holds another 33k

[philanderer] 05/9/2016 09:33:40

5th sept JP Morgan Caz neutral tp 1450p
5th sept Barclays equal weight tp 1320p

[philanderer] 01/9/2016 12:17:33

Burberry rated top multichannel retailer for mobile commerce offering

[philanderer] 31/8/2016 00:58:45

Consumer confidence rebounds as figures ease post-Brexit vote nerves

HTTPS//www.theguardian.com/business/2016/aug/31/uk-consumer-confidence-rebounds-post-brexit-vote-figures