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J.P. Morgan

Analyst: Ebru Sener Kurumlu

Report date Title
02 May 2017 3Q17 sales remained weak due to fewer markdowns and store closures
22 February 2017 To mark down or not to mark down
30 October 2016 Very weak sales momentum in 1QFY17
21 September 2016 Wholesale challenges remain; operating losses narrowing slowly
18 July 2016 Esprit released preliminary results updates
29 April 2016 Encouraging SSS for 3QFY16
23 February 2016 Retail recovery on track but wholesale still a drag
22 December 2015 Model Update: Esprit sale and lease back of HK property
26 October 2015 1QFY16 update shows improvement in retail SSSG
24 September 2015 Negatives appear priced in; upgrade to Neutral
18 May 2015 Esprit notes that it expects operating loss for FY15
04 May 2015 Feb and March retail showing recovery, but too early to conclude with lack of improvement in wholesale
25 February 2015 We remain cautious, UW
20 January 2015 1HFY15 net profit likely to be down c50% y/y
30 October 2014 FY15 had a weak start
13 October 2014 Planning to hit the "Iceberg" head on
23 September 2014 FY14 Results slightly better, FY15 Guidance reveals no major recovery yet
16 May 2014 Adding Esprit to Asia Consumer AFL (UW)
30 April 2014 3Q results remain weak not benefiting from the pick up in German apparel sales
23 February 2014 Deep dive into key turnaround drivers and intrinsic value analysis suggests excessive optimism priced in
21 February 2014 1HFY14 Results First Take: Weaker than Expected
29 October 2013 1Q results show some sequential improvement in SSSG; trend division too small to conclude turnaround
11 September 2013 No recovery in top line in 4QFY13
15 May 2013 Investor day presentation reveals no changes in strategy, new financial plan
08 May 2013 3Q13 Update Suggests Margin Pressure for 2H13; Profit Warning Suggests Ongoing Outlay
27 February 2013 Weak results, cautious guidance, maintain UW
19 December 2012 Operations worse than expected in 2QFY13, profit warning for 1HFY13
28 September 2012 Mr. Martinez has the right diagnosis
27 September 2012 Too early to conclude brand revival is a success
07 August 2012 Waiting for the plans of new CEO - ALERT
14 June 2012 Esprit conference call regarding the resignations - ALERT
09 May 2012 3QFY12 update is a mixed bag, could March recovery reverse in April?
23 February 2012 Signs of improvement in retail SSSG; upgrade to Neutral
15 September 2011 It's a long walk ... downgrade to UW
01 September 2011 Esprit issues profit warning - ALERT
04 May 2011 Cutting estimates and price target
10 February 2011 Weak results, lacklustre short term guidance
28 October 2010 1QFY11 Update: Slight improvement in retail, Wholesle revenue still down double-digit
03 September 2010 Results weak, new initiatives should lead to gradual improvement
23 April 2010 9MFY10 Results
03 February 2010 Great results but Wholesale still a concern
17 December 2009 CRE selling its 51% stake at Esprit China JV to Esprit
10 November 2009 Euro Push
27 August 2009 Diappointing numbers: weak guidance
22 April 2009 2H still a struggle
04 February 2009 Weak 1H; 2H likely to be weaker
29 October 2008 Potential downside to earnings
27 August 2008 Not immune to macro headwinds, after all
20 August 2008 Currency's not yet a concern
08 April 2008 German March Retail numbers - ALERT
31 January 2008 They got a zero wrong!
30 January 2008 Problem of plenty
11 January 2008 Bottom-up should overcome macro threats
30 August 2007 Better yet again!
08 August 2007 Accumulate on recent dip
04 June 2007 2H06 on course: upgrading target price to HK$105
07 February 2007 Great numbers; we raise our price target to HK$91
23 October 2006 Update from Dusseldorf field visit
13 September 2006 Back to the growth rates of yore
25 May 2006 Let's look beyond this fiscal
23 February 2006 Is fashion a bad word?
22 February 2006 Is fashion a bad word?
27 October 2005 Safe Investment
26 September 2005 Key takeaways from NY conference presentation
13 September 2005 Is the era of hyper growth over?
14 July 2005 Unveiling FY06
15 June 2005 Buy more
03 June 2005 If it falls, buy more
06 May 2005 Upgrading target price to HK$67
24 February 2005 The juggernaut
12 January 2005 Raising estimates (again)
03 November 2004 Upgrading earnings forecasts and price target
06 October 2004 Notes from New York: growth driven by Europe and Asia
16 September 2004 Where we are different
15 September 2004 Increasing estimates on the back of excellent results
06 May 2004 Loaded up
12 February 2004 Earnings upgrade
11 February 2004 Blow out set of results. New markets gaining from strength to strength. Fair value raised to HK$36.2
05 February 2004 FY04-05 earnings upgraded by 7-8%. A strong Euro means more than just translation gains
19 September 2003 Strong FY03 results. All set up for a prime FY04
25 July 2003 Entering its prime - Looking for the growth drivers for FY05
13 February 2003 Continuing to impress
24 January 2003 Interim Results, Euro upgrades and potential from United States/Asia
04 December 2002 Don't throw the babies out with the bath water
29 November 2002 Half full: Modest 2003 upside - Valuation support, but limited re-rating potential
27 November 2002 Waiting for analysts to upgrade FY04 estimates
12 November 2002 European numbers ahead of expectation. Strategy in line


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