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Michael Kors

214 respuestas
Michael Kors
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Michael Kors
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#49

Re: Michael Kors

No sé, yo tengo la desgracia de que acabo creyendome mis propios análisis, y actuando en consecuencia. Mi análisis de esta acción me dice que va a rebotar, tal vez hasta 50, y que luego va a volver a bajar, hasta no sé donde. Así que me subo, espero un rebote, si llega, guai, haré caja, si no, huiré como un pobre perro apaleado. 

Hoy, con el NASDAQ cayendo, el pequeño rebotito que lleva me ha animado a subir, las acciones que van contra el índice cuando este esta rojo siempre me caen más simpáticas que las otras. Sí en el fondo soy un sentimental. 

#50

Re: Michael Kors

Venga... que estoy calentando la acción en los foros USA. Esto no puede fallar. XD

 

#51

Re: Michael Kors

jajaja voy a mandar un denuncia a la SEC....

#53

Re: Michael Kors

Aqui un sufridor de esta acción desde el año pasado.
Ya se que es imposible de predecir pero, ¿como veis la acción en este momento? Viene con una tendencia bajista clarisima desde el verano pasado, pero lo del miércoles la pone en un nivel ridículo en que bajarla más me parece absurdo, aunque nunca se sabe a donde la quieren llevar.
Espero que suponga un punto de inflexión, aunque esperaba un rebote ayer y al final terminó un porquito más hundida que el miércoles....
En resumen, ¿como la veis?

#54

Re: Michael Kors

Si nos planteamos como evolucionará la acción en el medio plazo, creo que se recuperará, no es lógico que cotice a un per de 11 para una empresa en crecimiento y con muy buenos fundamentales, aunque este crecimiento sea cada vez menor ( cosa normal, no se puede crecer a doble dígito siempre ).
Si nos fijamos en Inditex cotiza a un PER 33 y con más dificultades para crecer.
En este sentido yo estoy bastante tranquilo con la gestión y los números de la empresa hasta ahora.
Otro detalle que me da cierta tranquilidad es que en estos 2 días se han movido 90 millones de acciones! ( Un 50 % del capital! ). Si no hay algo raro ( que nunca se puede descartar ) creo que la cotización empezará a recuperarse.

No obstante no olvidemos que esto es bolsa y la lógica brilla por su ausencia. Creo que vender a estos precios es un error.
No obstante, como dicen muchos en el foro no me hagas mucho caso, me conformo con acertar en el 60 % de mis inversiones. ( esperemos que esta sea un acierto y no otro castañazo de los que me pego de vez en cuando ).

#55

Re: Michael Kors

Como ves arriba yo he comprado. Creo que esta muy barata. Tiene un PER 10'7 (Morningstar) u 11 (Goog), tal vez menos, no sé cuando lo actualizan esto... . Yo la veo de chollo, ahora mismo.

Me siento "tranquilo" porque pienso igual que el señor Harrison en los años "dorados" de Enron:

A fund manager at Alliance Capital Management, once Enron's biggest shareholder, admitted that it had bought shares all the way down from $80: the stock trades well under $1 now. “All the way down the stock looked cheap,” Alfred Harrison said

#56

Re: Michael Kors

Why Michael Kors Holdings Ltd. Stock Plunged Today

 

 

 


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Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What's happening: Shares of Michael Kors Holdings Ltd. (NYSE: KORS ) were down 23% as of noon Wednesday after the fashion accessories and apparel retailer reported weaker than expected fiscal fourth-quarter 2015 results and disappointing guidance.

Quarterly revenue rose 17.8% year over year (or 23.2% on a constant-currency basis) to $1.08 billion. For that, investors can thank the combination of Michael Kors' recently launched U.S. e-commerce site, and a 14.9% increase in retail sales to $469.4 million. However, the latter figure was driven entirely by 121 net new store openings over the past year, and held back by a 5.8% decrease in comparable-store sales. The results were slightly more encouraging on a constant-currency basis, where retail net sales increased 21.1% and comps declined 1.7%.

Meanwhile, Micahel Kors' net income climbed 13.4% year over year to $182.6 million, and 15.4% on a per-share basis to $0.90. Note Michael Kors repurchased 1.4 million shares during the quarter for roughly $92 million.

Analysts, on average, were calling for roughly the same revenue of $1.08 billion, but with slightly higher earnings of $0.91 per share.

Why it's happening: "While we were faced with a number of headwinds in the fourth quarter," explained Michael Kors CEO John Idol, "we were pleased with the strong performance across our segments and geographies.We believe that our results demonstrate the strength of the Michael Kors brand as our luxury products continue to resonate with consumers worldwide."

That said, Idol went on to describe fiscal 2016 as "a year of strategic investments" as the company develops its "powerful platform to support the numerous growth initiatives that are now under way." Those initiatives includes further international expansion, more new e-commerce sites, and additional new brick-and-mortar locations and "shop-in-shop" wholesale channel venues.

As a result, Michael Kors anticipates current quarter revenue to be $930 million to $950 million, including a mid-single-digit comparable-store sales decrease. That should translate to diluted earnings per share of $0.74 to $0.78. But again, Wall Street was hoping for higher earnings of $1.03 per share on revenue of $1.09 billion.

Finally, for the full fiscal year 2016 Michael Kors expects revenue of $4.7 billion to $4.8 billion, or a low- to mid-teens increase and assuming a $200 million impact from foreign exchange. Diluted earnings per share are expected to be $4.40 to $4.50, including a $0.20-per-share impact from currencies. Consensus estimates called for earnings and revenue of $4.70 per share and $5.05 billion, respectively.

It's encouraging that foreign exchange headwinds won't last forever and aren't indicative of deeper problems with the business. But keep in mind Michael Kors' outlook on a constant-currency basis still wouldn't have lived up to expectations. In the end, while the drop might be overblown, that's why it's still hard to blame the market for taking a step back today.

 

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