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Insurance market Lloyd’s of London wants to double in size. How can private investors participate in the opportunity?
My readers are an incredible pool of investment ideas and sector knowledge. Does it pay to bring them together?
Private clubs are having a moment, and Membership Collective Group owns one of the world’s best-known club brands. Following its 75% drop, is the stock a buy?
Will small caps be the biggest winners of the next few years, or will they lag the overall market?
Petrolina Holdings is Cyprus’s largest oil company. It also owns a vast stretch of beachside land. Is the stock about to experience a revaluation?
High-net-worth individuals are looking to diversify their wealth. Butterfield is an interesting option – for both banking and investing.
Latest Reports for Members
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.
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