Long Short Report Blog

Investors retain a taste for luxury
21 Mar 2011

The sale of luxury goods is known to be highly dependent on general consumer mood and economic confidence. The recent global events have sent the financial markets into turmoil and there is concern that the early cycle recovery of the luxury sector may now be vulnerable. We look at investor sentiment in Tiffany and Co. (NYSE:TIF), LVMH Moet Hennessy Louis Vuitton Sa (EPA:MC), Hermes Sa (EPA:RMS) and Compagnie Financiere Richemont Sa (CFR).

Read more >
Nuclear deters investors
21 Mar 2011

The dividend season is clouding our view of stock on loan in Japan and we are conscious of the need for sensitivity in making assumptions about investor sentiment given the terrible crisis faced by the world’s third largest economy. Our piece today is focused on investor sentiment towards...

Read more >
Five European stocks reaching annual highs in short interest
21 Mar 2011

By looking at five European companies hitting short interest at annual highs we see some fairly topical investment themes. This sample shows that demand to borrow is set to be a topic of heated discussion at today’s Securities Financing Forum (check out updates throughout the day). It continues...

Read more >
Airline Turbulence
21 Mar 2011

The last time airlines had to contend with oil priced over USD 100 was back in 2008. Despite a year of recovering demand and increasing ticket prices, airlines are reviewing their business models and hedging strategies to be able to profitably absorb their sensitivity to the price of oil. We...

Read more >
Not all plain sailing for Smartphone manufacturers
21 Mar 2011

The launch of a new ETF by First Trust, based on NASDAQ’s QFON Index (NASDAQ:FONE), which tracks the companies driving the Smartphone revolution, has prompted us to revisit this sector to see how investors are positioning themselves in: China Unicom (HKG:0762), Nokia Adr (NASDAQ:NOK), Nokia Oyj...

Read more >

more...

EU committee votes for NO public short selling disclosure
Directory businesses amongst most shorted stocks, yet retain institutional support
Is the sky the limit for BSkyB’s shares?
Cars revving investor appetite, despite economic headwinds
Positive outlook for Asian securities lending, yet risk still tops the agenda
Genetics split investor sentiment
Investors support oil majors; hedge funds target second tier
South Africa - Securities Lending and Construction sector worries
Forthcoming global earnings – the short perspective
Forthcoming global earnings – the short perspective