Watches Of Switzerland Share Discussion Threads

[woodyjmw] 30/12/2021 12:58

It’s been a great year for WOSG, can it repeat the trick in 2022? The growth story remains in place, although I will be tempted to take some profits soon.

[the white house] 23/12/2021 16:27

Many thanks of behalf of the Finance Director not me....& I am sure his Xmas will be not too shabby. How often would you check your account balance if it was 4.6m, I look forward to the dayNice move today, airport travel in US higher than 2019 or a tip somewhere. Tag Boutique opened in my city, joking big WoS and revamped Goldsmiths. Full HouseUnique space, first to market in a long term and historic expanding market

[fuji99] 21/12/2021 13:41

Well done the white house. Merry Christmas to everyone !

[the white house] 16/12/2021 16:16

4.8m retirement pot banked, all above 14Congratulations

[the white house] 14/12/2021 08:16

BofA upgrade to Buy out, PT of a scorestates strong growth potential even tho having been the longstanding UK leader now entering a new phase of expansion

[fuji99] 10/12/2021 16:42

IMO the only stimulus that will keep institutions and PI's fully invested will be the dividend. Without it most will take their huge profit to re-enter later when turbulence in the markets recedes.

[fuji99] 10/12/2021 15:54

Agree that WOSG is a quality stock but a bit worried about the state of economies in the world and the instabilities between China/the US/Russia. I also hope China turbulence won't affect the US and the UK purchasing powers.

[martinthebrave] 10/12/2021 15:17

fugi99 Have you read the results? 100% of this business is UK or US. China is not relevant nor is Evergrande. The wealthy have more money as a result of the pandemic. There is no frozen share price just normal Market gyrations. I am happy to Hold these.

[the white house] 09/12/2021 15:52

Not your finest post. With the shares up 100 and back to level with 20 mins of opening and now up 40 to an ATH...frozen...is not the best word to describe action on a day where some will take profits but it seems the bigger picture is pushing things ahead nicely through the day

[fuji99] 09/12/2021 12:59

The numbers are great but the market is a forward looking beast. IMO the hesitation on the share price direction is due to the anticipated future growth and the effects of Covid and particularly China and its Evergrande fiasco. China is one of the biggest buyer of luxury. Will people buy more luxurious watches in the future if there are less jobs, less money, high inflation etc. ? Will inflation and high interests stagnate growth in luxurious goods ? These are the questions many investors are asking as WOSG needs to deliver more than today. Thus why we see this frozen share price action today. Without dividends, there will be hesitation by large institutions due to a more higher risk in growth .

[the white house] 09/12/2021 08:29

Marvellous numbers, expansion plans looks set to domino, flywheel effect to dominate space, new stores near me v impressive and meeting previously unmet demand from local and huge visitor wealth Congratulations to all

[woodyjmw] 07/12/2021 23:34

And go again, still plenty of momentum.

[luderitz] 05/12/2021 15:10

Interesting thanks and a pity from my point of view that they are not listed on our LSE for ease of trading.

[southernsea13hero] 05/12/2021 13:31

There is a company in Asia similar to WOS - The Hour Glass which is listed on the Singapore stock exchange (hxxps://www.thehourglass.com/investor-relations/).

Like WOS, The Hour Glass is an independent multi-brand watch retailer anchored strongly with the top brands (Rolex, PP, AP). Like WOS, The Hour Glass is benefitting greatly from the strong demand for luxury watches and posting record revenue and profit. Revenue and profit grew by >60% and >100% respectively in the recent half-year.

Business performance wise, The Hour Glass (operating profit margin of ~15%) is superior to WOS (operating profit margin of ~10%).

Financial position wise, The Hour Glass is in a net cash position, and therefore almost all operating profit goes to shareholders. Little is paid in interest expense, unlike WOS.

Yet The Hour Glass (at $2.10) is trading at just 11xPE vs WOS 36xPE, on-third the valuation of WOS.

There is no catch. The Hour Glass is just grossly overlooked by the market, listed on a stock exchange that does not appreciate luxury-consumer stocks.

[fuji99] 19/11/2021 09:35

Maybe losing steam for a breather for a short period. A decent stock to own though.

[the white house] 18/11/2021 19:17

Decent IC article out, WoS headline pick for genuine growth shares, can be searched online, mag used to come out Friday, maybe Thursday nowInteresting that as leader in the US it can exploit the only 1.8X spend on luxury watches compared to UK, whereas the 6.5X on luxury jewellery is in line with pop, so huge upside potential

[malcolmmm] 18/11/2021 18:42

Nice action today

[the white house] 18/11/2021 14:52

Luxury babyMagic stuff here & Hermes up yet again 55 eurobuckdollarsMacy's up 10pc spreading the love and raising forecasts Happy days

[the white house] 12/11/2021 14:17

Barclays raises PT to a not too stretching 1325Serious action in luxury, Richemont up 10pc on numbers, the marvellous FarFetch looking like over 10pc preopening on online deal with R, & Hermes relentless already at stellar levels keeps on keeping on

[viking24] 11/11/2021 12:56

LVMH would do nicely...next one to be taken over is BRBY, new Ceo

[the white house] 11/11/2021 12:13

Strong again, the more I read about their US expansion the more I like as well as reimagined UK stores. Cannot see how their expansion cannot go well, either on their own or some monster would love in their portfolio eg LVMH, Kering, Coty etcWill add on rises

[malcolmmm] 10/11/2021 08:59

A retrace as to be expected

[the white house] 09/11/2021 19:16

Doubling up in Brighton, new one booming, original reopened last week after refurb was mostly jewels now nearly all watches.