Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
What is the run rate and locked in client list like?
If they have signed guaranteed business we need to know that metric. The market being uncertain makes people look for bargains and wonder how much they will be affected.
You are playing a dangerous game. Don't let you emotions make your decisions. Build dynamic plans that take the data and social market context into consideration.
In my early days I lost a lot of money by selling when things went south, but if I had held would have made money in the bounce or rerate.
Never buy anything without a clear plan or idea of the whys and how's that will affect the company/market.
Naked buying lots of product to have in hand before product costs started to rise was a good decision. Zero debt, cash in the back, and a loyal customer base.
This looks set to return back upwards as home drinks are still drinking the vino en mass
My investment strategy is to buy under performing shares.
I invest in tangible goods and services.
The shorts are only increasing to tank the price so they can buy cheap ready for the rise.
There is literally only a few major fashion retailers in the UK now days.
I don't believe that the shorts know what they are doing, the financial industry is awash with morons hence why the financial collapse of 2007/8 and why the market wet itself with COVID in 2020.
The bet against food, clothing, and utilities is crazy. These are commodities that people will continue to need and buy.
The housing market is looking ready for a collapse, sales are down for technology (smartphone etc...), and decrease in spending on luxury goods.
The web traffic data for asos shows an increase, and the youths will spend money on clothing due to social media, however they will decrease their spending on music/films/alcohol first.
Literally look at social trends and data, and easy to see why Asos will beat the market.
Of course they are bullish, Asos OWN the fashion retail market now in a number of countries, and growing.
3 essentials always needed: food, clothing, utilities.
Asos bought up their main rivals, and have consolidated their market position. Added to this a while generation of people that buying clothing online is the norm. Also online retail is 24/7, their doors are always open and making money.
The shorts are taking a big risk, given that web site traffic is up and the spring / summer clothing period is here, plus Asos front loaded on buying product ready.
Share price has dropped 70%, however their revenue and user numbers have increased.
The drop has been manipulation that why BlackRock et Al are shorting, they are working to destroy the market to line their own pockets, just like back in 2008.
Look at the data, website numbers are up and growing.
Clothing, food, and utilities are essential
Director just bought 336,324 shares.
Another director bought 150,000 shares
Final year results: profit £80m
Net cash position of £16m
New CTO hired, and purchase of land in Derby.
Company is growing and the need of second vehicles is increasing.
Golden opportunity here.