C*G
发帖数: 7495 | 1 嗯，我老也舍不得。估计brby在天朝北上广的旗舰店是最后一波高增长高扩展的底牌了
hiahia |
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C*G
发帖数: 7495 | 2 我老如果年轻点，也装13，
穿一件brby的男装，
咱不系领带，扎一大葱，
土豆妹子不是也好大葱这口吗？馋了随时咬一块的说。
hiahia |
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g*******s
发帖数: 2828 | 3 BRBY has a lot of take-over premium embedded in the valuation. people have
been speculating LV or PPR would bid for it as long as i can remember.
it will be interesting to see how long these luxury/high-end names can buck
the trend. feels like a replay of '08 again, when people believed high-end
is immune to any slowdown.
ibanks are starting to cut people again. if EM slows more (heck, can China
really support 30% store growth by all these luxury brands?), then these
stocks are set up for some n... 阅读全帖 |
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C*G
发帖数: 7495 | 4 mitbbs！
pda版教我老买过arm，nvda，asus，dump掉rim，
fashion版交给我老买anf，rl，brby，coh等。
热爱mitbbs，各个版勤灌水，多思考，想不赚钱都很难！
赞美mitbbs！
hiahia |
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U********f
发帖数: 2482 | 5 SHORT: GMCR, MS,FOSL,BRBY,FSLR |
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a**********2
发帖数: 355 | 6 微信公众平台 usoptions
Today's US Research Highlights and Market Update
Market Intelligence – Morning Update
By Chris Hussey
Published 18 Mar 2014 6:43:46 am CDT
Stocks in Asia were mostly higher Tuesday as indices reacted to the
surprisingly bullish tone set in the US on the back of two potentially
troubling bits of news over the weekend: Ukraine and China FX band widening.
Japan's Nikkei saw the strongest gains as the yen devalued against the
dollar against a backdrop of relaxing tensions. But afte... 阅读全帖 |
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L*********4
发帖数: 883 | 7 嗯，我刚才看了一下，奢饰品类看上几个short的target：
TIF
COH
LON:BRBY
EPA:RMS
考虑到中国房市的问题，中国大买家的购买力也许会降低，对这几家也许都不利。
缩表应该跟QE反着来。QE导致了各类奢侈品价格大爆发，缩表就应该调降？古董收藏品
一类的东西不知道到哪里去short。还有瑞士名表什么的也不知道哪里去short。 |
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tm
发帖数: 1614 | 8 囧了，俺还真不知道啥是brby。搜了下，是说衣服吗？ |
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d**i
发帖数: 9682 | 9 这种我看你都不用出你的GA，普通的BRBY就镇住了。 |
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p********i
发帖数: 12365 | 10 帮帮忙哦。
还是光总的one of三个代表才行。
这种我看你都不用出你的GA，普通的BRBY就镇住了。 |
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d******l
发帖数: 1145 | 11 BRBY。。
从08年底开始，一路上基本没带喘气的，一路飚了上来，最高时前些天突破了1000。。
他家时专卖luxury的服装，手袋和配件的。按说经济不好，这些奢侈品的消费要受负面
影响的啊。。可是，他家竟然一路北上。。令人吃惊。。
和他一笔，GOOG啊，AAPL啊，都是浮云了。。 |
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