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I think (said it many times) that shien and macro forces are both acting against asos.
And even if shien vanished.. Something else would take its place.
UK is desperate for foreign listings. So I expect UK to be too accommodating to get shein listing on the lse.
Also. I don't expect much good news in this next quarter. Weather is grim. And same as winter for example.
Also. Better opportunities elsewhere that you have to consider.
Markets in general seem quite high at the minute. Not really sure where to invest if I'm honest. Even S&P is looking high.
Well it is likely it will in truth. However asos are due to invest more in marketing and also apparel growth is set to grow so this has the potential to offset any lost income. It’s all educated guesswork, but I am still confident of the future here. We have a huge, loyal customer base and we are laser focused on the right product offerings and profitability, not growth at any cost.
Fair enough.
I suppose it comes down to how much you think Shein will disrupt ASOS's market share.
I sold because I shien profits increase and likely UK IPO.
That if shien is making profits it will be at the expense of asos.
That rates are not likely to come down as quickly as thought
Almost 10% down does seem a little odd.
But with low volumes and a tightly held free float it's perhaps not surprising.
“ Last update was good, so it's not ASOS...”
Pre planned Shorting attack imo.
Last update was good, so it's not ASOS.
Yes it does to be fair.
Who knows.
Indices topping all-time highs AS WELL AS GOLD!
Somethings not sitting right.
Ah right. I understand. Still does seem a bit extreme for one day.
Although, there has been quite a gap between 348 and 360 that I thought we might need to close at some point.
Totally out of kilter with the rest of ostensible peers too.
This is all abit sudden - no apparent reason ?
Not necessarily Barker but the US markets as a whole.As there's been a pretty big correction across the board over there.
Barker? Doubt it. He would be selling at a loss for starters.
Either Ashey's put options which seem to distort the market and/or ISA movements. Could also be hedge funds taking advantage of very low volume.
I have a vague recollection of something similar last year. Not pretty, but as you say, nothing has changed.
I reckon this is our friend's over the pond selling this off.
Who knows why.
This need news or good results or its headed lower than our lowest lows unfortunately.
Wouldn't surprise if shorts have increased either as let's face it, nothing substantial has changed here.
What prompted you to sell out at a loss?
Although I sold out (for a tiny loss) of my post results buy I do think many analysts are just following news/sentiment.
Or at least it's a random as a motley fool article. Probably a little better than that
I take negative ratings from the likes of them as a buy signal, personally.
Good day here, I see. Shame you finished below the 200, but always next week. IMO, a key level will probably be around the 4 quid point, but with only a short wait until the proper update, it may get a bit choppy here in the run up. And that update is going to either underpin the bull case, or reverse it.
With all the Barker buys, I am plumping for the former, but it never pays to look too far ahead, so do not hold me to that!
Would be in myself right now, but for the holiday. Have a good Easter all and hope to have the opportunity to return as a holder again here before long.
these ratings are *******s.....had shares in bos and strong buy and bought them, next day nationalised partial ....a joke these guys....goldman sachs was there, lost plenty....betting badly then ...
I agree.
I mentioned this some days ago, please check the ROI of this analyst of his last 270 verdicts. I watch the ratings for one purpose only, once more start rerating you know your are in business. It is a good predictor of the psyche of the crowds under peer pressure. Sell ratings are down now to 5 from 8 since nov22.
Richard Edwards from Goldman Sachs retains his negative opinion on the stock with a Sell rating. The target price is reduced from GBX 350 to GBX 320.
https://www.marketscreener.com/quote/stock/ASOS-PLC-4003595/news/ASOS-Goldman-Sachs-gives-a-Sell-rating-46299736/