HLG - Hallenstein Glasson

[winner69]

The recent announcement re "Disclosure of Directors and Senior Managers Relevant Interests" was prepared by Stuart Duncan. This same Stuart released the announcement before that on Oct 4th, just disclosing the share movements of some other senior manager.

That's the announcement he is referring to.

https://www.nzx.com/announcements/342199

Yeah I know that

My understanding of how these things work is that the Date of Last Disclosure is the date that that particular Director/Senior Management last made a disclosure

In this case when (and how) did this Kerry end up with the shares she's now sold.

[winner69]

$Kiwi up nearly a full 1% against the US overnight. No barking required here...all good and running better than a well oiled Swiss watch.

Great news indeed

On top of the 'wealth affect' kicking in again as property prices boom again

And Australia on a roll they say

[BlackPeter]

Yeah I know that

My understanding of how these things work is that the Date of Last Disclosure is the date that that particular Director/Senior Management last made a disclosure

In this case when (and how) did this Kerry end up with the shares she's now sold.

small fry - I'll leave that up to you to research ...

[kiwidollabill]

Another piece of info I find interesting. The textile/apparel industry is somewhat of 'the canary in the coalmine' for macroeconomic trends. The USA/China trade war will provide some advantages for non-US retailers like HLG. As the US retailers shift manufacturing away from China (alot is going into SE Asia) then it leaves capacity in China which manufacturers are desperate to fill, should ensure a containment or depreciation of COGs for a given rev.

[winner69]

Cool Annual Report

How about that 32% growth in online sales at Glassons - that’s amazing

http://nzx-prod-s7fsd7f98s.s3-websit...341/310636.pdf

[percy]

Cool Annual Report

How about that 32% growth in online sales at Glassons - that’s amazing

http://nzx-prod-s7fsd7f98s.s3-websit...341/310636.pdf

Online 15% of revenue is excellent.
Wonder where it will be in 3 to 5 years time.?

[winner69]

Online 15% of revenue is excellent.
Wonder where it will be in 3 to 5 years time.?

A lot higher I hope as long as it doesn’t cannibalise store sales to any great extent

[BlackPeter]

Cool Annual Report

How about that 32% growth in online sales at Glassons - that’s amazing

http://nzx-prod-s7fsd7f98s.s3-websit...341/310636.pdf

Wouldn't the overall earnings growth be more relevant than revenue in one individual sector? And - while they are good in online sales - this is the sector where it is the easiest for competitors to break into their market.

I see their earnings CAGR (10 years) is 4.5%. A solid number, but at a PE of 12.2 and in a cyclical sector they appear to be fairly priced.

Anyway - nice pictures ... I guess we will see whether they are enough to break the $6 resistance. So far buyers don't seem to pile up, but they might still be stuck with admiring the nicely dressed ladies and gentlemen in the report ... ;

[winner69]

Wouldn't the overall earnings growth be more relevant than revenue in one individual sector? And - while they are good in online sales - this is the sector where it is the easiest for competitors to break into their market.

Great growth in online sales while maintaining stores growth is a sign of resilience and agility and keeping up with the changing times

Important to keep measure ...and skiting about.

[couta1]

I like boats and that pic on p10 does a great job of showcasing the fashion.