HLG - Hallenstein Glasson

[peat]

I see the negativity abounds and I hate to question the Beagle

If there is any sign of a turnaround here and no breach of $5.70 I see up.

Signs of something happening this week , strangely enough just like WHS.... tho admittedly not as good.

we will have Monday market down following Wall Street but hmmm, maybe we have life yet.

of course the overall environment is very weak at present ....

will check again at the end of next week. I'm visiting the 09 this week on business so wont have a chance till then.

[winner69]

NZD weakening v AUD --- suppose on Translation Glassons AU profits are higher?

[Waltzing]

WHS is a bouncy stock.

AUS going forward has more gas in the Tank.

[Waltzing]

611!!!!

stunning performance . unlike some other sectors today.

[Balance]

611!!!!

stunning performance . unlike some other sectors today.

Quality endures.

[winner69]

ABS arch retail sales

Clothing sector up 13.6% on March last year

Wow

[Waltzing]

"Clothing sector up 13.6% on March last year"

cant be right. Has the "End less Summer" ment everyone has to go out and buy more summer gear.

Winter soaks and boots will be next then if winter ever turns up.

Never seen so many Olympic paddlers or Rowers out biking back from training at lake karapiro in T shirts at this time of year.

[winner69]

From Stats NZ Card Spend in NZ data I always think is an interesting chart - showing apparel and durables spending trend pre covid and what's happened since

Apparel seems out of favour - rather spend ones cash on durables (furniture, hardware, appliance retailing etc etc) than apparel (clothing, shoes, jewellery, and watches) (at least in NZ)

Not what HLG want to see

[LaserEyeKiwi]

From Stats NZ Card Spend in NZ data I always think is an interesting chart - showing apparel and durables spending trend pre covid and what's happened since

Apparel seems out of favour - rather spend ones cash on durables (furniture, hardware, appliance retailing etc etc) than apparel (clothing, shoes, jewellery, and watches) (at least in NZ)

Not what HLG want to see

I had a hunch, and garnered a few pieces of “anecdata” today which are inline with it: Spending by women on office clothing has decreased dramatically specifically.

[BlackPeter]

From Stats NZ Card Spend in NZ data I always think is an interesting chart - showing apparel and durables spending trend pre covid and what's happened since

Apparel seems out of favour - rather spend ones cash on durables (furniture, hardware, appliance retailing etc etc) than apparel (clothing, shoes, jewellery, and watches) (at least in NZ)

Not what HLG want to see

Hmm - we replaced recently some of our bedware (linnen, covers, duvets) which is probably part of this stats. Just wondering - would this count as "durable" or as "apparel"? I guess the last set we had did hold for a long time (i.e. it used to be durable) and none of it could be purchased at HLG ... so maybe this is a giveaway ...