Added to YB: 2025-05-15
Pitch date: 2025-05-13
UHR.SW [bullish]
The Swatch Group AG
-11.13%
current return
Author Info
No bio for this author
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Company Info
The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide.
Market Cap
CHF 7.0B
Pitch Price
CHF 145.27
Price Target
N/A
Dividend
3.36%
Sector
Textiles, Apparel and Luxury Goods
Category
value
Show full summary:
Luxury watches at a bargain price $UHR.SW $SWGAY
UHR.SW BUY: Luxury watchmaker at historic profit lows; asset value $25.5bn vs $9bn market cap. 80% gross margins, inventory worth $9.1bn alone. Can generate $3bn cash by reducing inventory from 7 to 4 years. China exposure down to 25% from 40%, US up to 18%. Apple Watch threat mainly to entry-level. 3% dividend with upside potential.
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