Date | Subject | Author | Discuss |
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18/4/2017 09:28:45 | 18th april Soc Gen hold tp 1760p up from 1615p
and JP Morgan upgrades tp 'neutral' tp 1600p |  philanderer | |
14/4/2017 08:08:32 | Q4 trading update next wednesday |  philanderer | |
13/4/2017 07:47:04 | Designer fashion brand Burberry (BRBY) could benefit from the strong sales seen at market leader Louis Vuitton (LVMH), says Deutsche Bank.
Analyst Warwick Okines retained his ‘hold’ recommendation and increased the target price from £15.25 to £16.50 ahead of a second half sales update. The stock was trading up 0.7%, or 14p, at £17.82 at the time of writing.
‘Burberry reports its second half sales on 19 April. Market leader LVMH’s strong sales performance... increases the upside risk for Burberry’s sales and we raise our fourth quarter store sales expectation to +6%,’ he said.
Burberry will also benefit from a beauty deal with cosmetics company Coty and the fact that designer clothing is ‘back in fashion’. Main risks to the stock ‘on the upside and downside relate to currency movements and sales momentum’, he added. |  philanderer | |
12/4/2017 21:42:39 | LVMH's Results Suggest Luxury Peers Like Burberry May Be Putting Champagne On Ice For 2017 |  philanderer | |
12/4/2017 16:54:49 | Deutsche increasing tp to 1650p from 1525p. ....hold |  philanderer | |
07/4/2017 14:00:22 | hopefully this is the start of a move upwards. |  lightningbolt | |
06/4/2017 10:00:15 | 6th april Macquarie neutral tp 1750p up from 1400p |  philanderer | |
04/4/2017 09:49:46 | 4th april Berenberg buy tp 1910p up from 1800p |  philanderer | |
03/4/2017 10:07:30 | 3rd april RBC sector perform tp 1620p up from 1550p 3rd april UBS buy tp 1990p up from 1825p |  philanderer | |
20/3/2017 13:23:59 | Burberry boosts creative team with bags and shoes appointment from Dior |  philanderer | |
20/3/2017 09:57:30 | 20th mar Bernstein market perform tp 1600p up from 1350p |  philanderer | |
17/3/2017 23:02:15 | 'Burberry fights to fend off takeover: FTSE 100 fashion house under pressure to cut costs and ditch tired designs'
Read more: |  philanderer | |
17/3/2017 13:24:12 | Sydney airport defines 2017 retail strategy
Sydney airport aims to continue to deliver an integrated strategy within its retail offer in 2017 to drive growth across all terminals. The airport was pegged to open a new Gucci store in Q1 2017 within its dedicated fashion precinct in T1, where it introduced a range of luxury brands including Tiffany & Co. and Burberry. The fashion precinct has redefined the product offering to increase passenger spend. |  philanderer | |
16/3/2017 09:44:42 | Liberum keep banging out 'sell' and keep on raising their target price .. this time up from 1200p to 1350p :-) |  philanderer | |
09/3/2017 09:27:32 | 9th march Barclays overweight tp 1900p up from 1760p |  philanderer | |
01/3/2017 23:52:40 | Burberry's New Activist Needs That Creative Spark |  philanderer | |
01/3/2017 08:56:15 | Seems these guys have a different view ;-)
1st march Macquarie neutral tp 1665p |  philanderer | |
28/2/2017 17:43:44 | 'Burberry Surges as Billionaire Albert Frere Buys 3% Stake'
“Burberry has always been a good candidate for activist investors,” Zuzanna Pusz, an analyst at Berenberg, said in a note, citing a need for increased cost discipline.
Frere’s Groupe Bruxelles Lambert is buying into Burberry as the European luxury-goods industry shows signs of recovery after a two-year slump. The investment comes at a pivotal time for the U.K. luxury brand, as Chief Executive Officer Christopher Bailey prepares to hand over to Marco Gobbetti, former head of LVMH-owned luxury brand Celine, in July.
Frere is an independent director of LVMH |  philanderer | |
28/2/2017 17:39:11 | Telegraph:
Burberry shares spike after billionaire Albert Frere's GBL reports 3pc Shares in Burberry spiked this afternoon after the holding company of Belgium's richest man, Albert Frere, disclosed a 3pc stake in the luxury fashion house.
GBL Energy Sarl reported a stake of 13.18m.
Frere has a reputation for helping to shake up the companies in which he invests.
After he took a stake in Adidas in 2015, the German company appointed a new chief executive and announced plans to sell its golf business. Shares in Adidas, in which GBL still has a 5pc stake and a representative on the supervisory board, have more than doubled since Frere invested.
Shares leapt 4.4pc to £17.36 in afternoon trade, its highest level since May 2015, and volumes spiked following the announcement. |  philanderer | |
28/2/2017 16:27:46 | Ah !! RNS... stake taken by Albert Frère
He is a part owner, together with Bernard Arnault of LVMH |  philanderer | |
28/2/2017 16:22:12 | Bl++dy whooosh !!!!
say that again lb ;-D |  philanderer | |
28/2/2017 13:57:31 | hopefully we can push upwards this week. past the recent high. |  lightningbolt | |
23/2/2017 16:01:57 | Burberry's latest collection sculpts new designs from art history |  philanderer | |
21/2/2017 18:04:54 | 'The 9 Best Things to Buy from the Burberry See-Now, Buy-Now February Collection' |  philanderer | |