Burberry Share Discussion Threads

[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. http://www.bloomberg.com/news/articles/2016-03-09/burberry-stake-disclosure-said-sparked-by-trades-not-approach

[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.

[philanderer] 08/3/2016 16:46

Burberry, Coca-Cola and Gucci among first brands to test Facebook's new 'Canvas' ad unit HTTP://www.marketingmagazine.co.uk/article/1385268/burberry-coca-cola-gucci-among-first-brands-test-facebooks-new-canvas-ad-unit?utm_content=buffer50413&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

[philanderer] 08/3/2016 13:23

'Burberry Needs to Sharpen Up' HTTP://www.bloomberg.com/gadfly/articles/2016-03-08/burberry-could-use-an-activist-investor

[philanderer] 08/3/2016 11:55

Guardian: Possible holders of the stake could be rivals LMVH and US group Coach, private equity or an activist investor. “Burberry is one of the few luxury brands without family interest and thus an easier target for acquisition,” said Macquarie analyst Daniele Gianera told the FT. Ken Odeluga, market analyst at City Index, said: It appears that Burberry’s challenging trading conditions in the Asia-Pacific region which have weighed on its top line for at least 18 months and pushed the stock down 40% last year (though the shares have since recouped some of that) have attracted opportunistic interest. Burberry could amount to a prize acquisition for what we would regard as its ‘ideal’ buyer: one with the longest possible horizon with respect to Burberry’s largest non-domestic markets. The reports have sent Burberry shares nearly 5% higher to £14.35, but not everyone is convinced. Analyst Nick Bubb said: As the so-called “mystery” HSBC stake of around 5% in Burberry has been around for some time and includes their fund management holdings, it is not clear why Burberry are on takeover alert, but the City has taken no chances and pushed the share price up. HTTP://www.theguardian.com/business/marketforceslive/2016/mar/08/burberry-jumps-5-on-takeover-talk-but-ftse-falls-after-chinese-data Bloomberg: Bid speculation is increasing after Burberry shares slid 27 percent in the past year. The company in January reported Christmas revenue that trailed its own forecast, hurt by a slump in demand in Hong Kong. Burberry is scaling back stores, cutting bonuses and consolidating products under one label after forecasting earnings will probably fall for a second straight year. “In terms of a takeover target, Burberry’s valuation had reached the point where shareholder activism was increasingly likely in our view,” said John Guy, an analyst at MainFirst Bank AG. LVMH and Richemont are two major trade buyers that would have sufficient resources to make a bid, while Qataris could figure among private-equity bidders, he said. HTTP://www.bloomberg.com/news/articles/2016-03-08/burberry-surges-on-speculation-trenchcoat-maker-may-attract-bid

[philanderer] 08/3/2016 11:46

Maybe a bit early :-D

[tongosti] 08/3/2016 10:42

Well done Phil - buy the rumour sell the news it's always a good strategy.

[philanderer] 08/3/2016 09:15

Sold out @ 1430p ..... 18% profit long in a couple of week is too good to miss, mainly on hot air and a concerted ramp ;-) Back on the watchlist

[philanderer] 08/3/2016 08:57

more than I thought .. +4% 'Mystery stake builder puts Burberry on alert' 07:00 08 Mar 2016 The FT reckons the fashion brand is on bid alert after a new investor joined the shareholder register. It will be interesting to see how shares in Burberry react to one of the main stories in the Financial Times. For the paper says a mystery investor has built up a stake of close to 5% in the fashion house, prompting it to seek help from its financial advisers to defend it against any potential takeover bid. proactiveinvestors.co.uk

[philanderer] 07/3/2016 23:28

Evening tongosti , nothing new really , these rumours were doing the rounds early last week. Can`t think the share price will react much to it. Mail headlining it as well tomorrow.... MARKET REPORT: Is bouncing Burberry now turning heads in the private equity world as well as on the catwalk? Burberry may be attracting some dedicated followers of fashion in the US and the private equity world, according to rumours flaunted on the City’s catwalk yesterday. Market chatter had it that the upmarket fashion house was turning the head of US luxury handbag retailer Coach as well as private equity firms. The shares have fallen about 28 per cent from a five-year peak of above 1900p in February last year as the company has faced tough markets in key territories such as Hong Kong and China. Burberry reported flat third-quarter like-for-like sales in January in what is described as a challenging environment for luxury goods. But that was better than the 4 per cent decline in the second quarter, helped by a return to growth in mainland China. And the shares bounced back about 9 per cent last week, although they closed last night off 9p at 1371p. Burberry declined to comment on the speculation, which follows consolidation elsewhere in the sector as luggage maker Samsonite last week agreed to buy luxury bag maker Tumi for £1.3billion. HTTP://www.dailymail.co.uk/money/markets/article-3480993/MARKET-REPORT-bouncing-Burberry-turning-heads-private-equity-world-catwalk.html

[tongosti] 07/3/2016 22:59

Interesting day tomorrow then!

[philanderer] 07/3/2016 20:27

Burberry seeks help to fight off potential takeover bid HTTP://www.ft.com/cms/s/0/34b6aa28-e48f-11e5-a09b-1f8b0d268c39.html#axzz42FcJwSf0

[philanderer] 02/3/2016 12:47

FT Alphaville... First though, Burberry. Burberry Group PLC (BRBY:LSE): Last: 1,381, up 29 (+2.14%), High: 1,400, Low: 1,355, Volume: 1.11m BE (@Mo06: bloody hell, Mo. It’s widespread journalistic convention to talk about closing prices not intraday levels.) BE Now, we mentioned Burberry in passing on Friday as some people have been growing suspicious about this extended rally. BE It might be ahead of results, where Burberry’s widely expected to cut back on growth spending and suchlike. BE It might be on sterling, which is clearly a help. BE Or …. well, there’s been all sorts of talk recently about luxury goods consolidation. PM (I’m back. Sorry about that.) BE Who’d buy Burberry though? LVMH, Kering ….. perhaps even Coach. PM (having to deal with some serious external bullying) PM I’d be really surprised if there’s a move on Burberry right now PM Luxury generally has fallen off a cliff. PM Why move now? PM There’s no visibility BE (@Mo: best tell the Guardian. hxxp://www.theguar…e100-business-live …) PM (One of my daughters is in the fine jewellery trade. Trust me, it’s fallen off a cliff since the turn of the year.) BE Yeah, I don’t entirely get this Burberry rally and, as I say, it’s all extremely vague rumour rather than anything specific. BE But if we go back to the Nomura note from last week, it does point out that Burberry carries very little debt. BE Because of the way it accounts for leases, which might seem over cautious. BE Perhaps there’s an LBO story here? I dunno. I reiterate, I don’t know what the story is. But there seems to be a story. So I note it. HTTP://ftalphaville.ft.com/marketslive/2016-03-02/

[philanderer] 02/3/2016 11:48

Burberry extends monogram service to made-in-England trench coat - See more at: HTTP://www.themalaymailonline.com/features/article/burberry-extends-monogram-service-to-made-in-england-trench-coat#sthash.LCR3sqIf.dpuf

[mr aboii] 01/3/2016 21:03

WELCOME TO Burberry Group PLC _ ACTIVE INVESTORS CLUB (BRBY)

[philanderer] 01/3/2016 09:49

Burberry to dress Adele on her world tour HTTP://www.marketingmagazine.co.uk/article/1385561/burberry-dress-adele-world-tour

[philanderer] 29/2/2016 17:14

(ShareCast News) - Were a 'disconnect' between resilient economic indicators and collapsing stockmarkets a reason to go 'contrarian' as an investor? On Monday, UBS strategist Joao Toniato told investors he thought so, "but with caution". That was because the European market had gone three-quarters of the way towards pricing in a recession, but with little indication so far that the economy was actually headed that way. Indicators of value performance were seen as pointing to strong upside, Toniato said. "From here we continue to focus on domestic sectors and move to apply a greater value tilt to our portfolio," he said. As a result, the strategist upgraded his recommendation on the food retail sector from 'neutral' to 'overweight' and highlighted Tesco and Carrefour as his key 'buy' recommendations. In parallel, he downgraded his view on consumer durables from 'overweight' to 'neutral' following the sector´s outperformance in 2015 and year-to-date. The sector´s exposure to emerging markets and continued challenges in the region meant it was crucial to be more selective. Toniato´s key 'sell' recommendation were: Salvatore Ferragamo and Prada, while his key 'buys' were: Burberry and LVMH. As regarded banks, UBS said selling at then current levels did not seem justified given the long-term value it saw in the sector. It was also too early to upgrade their view on commodities, given the risk that many 'value-traps' might be lingering. In commodities, "remaining selective (and hence neutral) is key."