Blog: You, us, everyone

Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.


Article
Friday, March 20, 2015 by Christoph.Schmid|Comment 0
within category Hennes & Mauritz,H&M,ITX

The growth perspective remains above average and sustainable. New revenue and business triggers are: additional store openings, accessing new markets, online retail (e-commerce), and sports clothing. The company has so far a small exposure to the e-commerce and online retail business and any development could propel the company into an upbeat position.

H&M still enjoys some pricing power in a difficult market segment; this trend could be durable in the context of low cotton price and strong competitors with good to excellent products from Asia. In term of valuation, H&M is still trading at high P/E ratio (22.6x '16) but with a discount compared to its main competitor Inditex.

Comments
Not commented yet? Be the first to post a comment.
Current pageTotal pages 0
Comments per page
select
Add a comment
Author:
Email: Help
Related articles
Thursday, July 18, 2013
Description: Inditex SA, operating out of Spain, is one of the largest global fashion retailers. It has eight brands under its umbrella, and therefore reaches a wide range of customers. Inditex …
More …

Thursday, July 18, 2013
Strengths and weaknesses analysis / Fundamental analysis:  Strengths: Because Inditex applies an innovative supply and distribution chain model - push instead of pull, the time to market is…
More …

Thursday, May 2, 2013
Introduction  AMAZON.com Inc is an American multinational headquartered in Seattle. It is the world’s largest online retailer for electronic consumer goods such as books, software, CDs and DVDs. The …
More …
iX-7 Asset Management SA, access to financial information is a right. Knowledge is power.