SWGAF News and Press, Swatch Group AG From 06/12/23

2023-06-12 10:57:14 ET Summary Swatch Group's high-quality business model and impressive margins make it an attractive investment despite stagnating sales due to increased competition. The luxury watch industry experienced a boom post-Covid, with Swatch's luxury brands and jewelry...

2023-03-21 15:31:44 ET Summary Farfetch’s share price plummeted because investors were scared by its underperformance and delayed profitability path. Our analysis shows that underperformance was mainly caused by the macroeconomy and not company-specific mistakes. The pr...

Summary The Swatch Group has performed better in 2023 so far compared to most other luxury companies. I think it could do even better. Its operating margins have improved in 2022, and it appears optimistic about growth this year as China's economy recovers. Its P/E is also relatively at...

Swatch Group AG ( OTCPK:SWGAF ) was upgraded by Morgan Stanley on Wednesday to an Equal-weight rating after the Swiss watchmaker stock was set by the firm at Underweight. Analyst Edouard Aubin noted that within the European luxury sector, Swatch is one of the most exposed to Chinese natio...

Summary Much like other luxury stocks and even the broader markets, Cartier owner Richemont, has had a bad run in 2022. Additionally, though, its long-term performance also lags peers. Its operating margin is muted compared to peers, but with the sale of its lossmaking online plat...

Summary Tadej Pogacar attempted a hat trick this year: a third Tour de France win. However, competitor Jonas Vingegaard and his team broke records and showed impressive form. The popularity of some stages this year may indicate a high viewership count, leading to favorable pub...

China's recent crackdown on businesses that do not support the country's goals may affect companies selling luxury goods in the country. Investors are worried that China's government will more aggressively push for social equality as the country is intervening in companies that could contribu...

The Swatch Group finished off a very weak 2020. It was able to keep the damage limited: The small net loss was caused by a high tax bill while the cash flow statements indicate a small positive free cash flow. Swatch seems to be quite optimistic about 2021, and while the performan...

This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Gardner Russo & Gardn...

This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 05/13/2020. Please visit our Tracking Gardner Russo & Gar...