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Latest Reports for Members

Swatch Group: stock with a coiled-spring effect?

Swatch Group: Hayek heirs under pressure

9 December 2022

It used to be "the world's largest watch company", but not anymore. In 2021, Swatch Group slipped to the #2 spot when measured by revenue. Worse even, its four biggest brands – Omega, Longines, Tissot and Swatch – have all lost market share. These four brands account for 75% of the group's revenue.

12 years after the death of its legendary CEO and major shareholder, Nicolas G. Hayek, the company is lagging the industry rather than leading it. Even the recent hype about the "MoonSwatch" may yet turn out a pyrrhic victory.

Swatch Group is highly profitable, has a gold-gilded balance sheet, and sits on a mountain of cash. Yet, the market treats it as a company in decline. The value of the Omega brand alone could almost match the current enterprise value – and Swatch owns 16 (!) other watch brands.

Its record-low valuation could turn out a temporary bargain. 2023/24 has the potential to bring transformative changes to the watch industry in general, and Swatch Group in particular.

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

A multi-bagger from the Falkland Islands?

A multi-bagger from the Falkland Islands?

Buying opportunity ahead of transformation

Buying opportunity ahead of transformation

Turning crisis into opportunity

Turning crisis into opportunity

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Latest reports (for Members only)

Swatch Group: stock with a coiled-spring effect?

Swatch Group: how long till break-up?

Just the expectation of possible change should see Swatch Group’s share price jump – the stock's low valuation makes it akin to a coiled spring.

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

One investor has recently woken up to Atari’s potential, and he is currently buying up every single share he can get hold of.

A multi-bagger from the Falkland Islands?

A multi-bagger from the Falkland Islands?

It's now only a matter of time before investors latch onto the Falkland Islands' oil reserves. One company, in particular, is set to benefit.