Neev Capital hablando de HM e Inditex

Rahul Sharma de Neev Capital ha dicho en Bloomberg:

"He says that Hennes & Mauritz (HMSB), known as H&M, is a turnaround story as the company ‘gets its mojo back’ because they had dropped the ball in terms of pricing and they’ve struggled in Europe where the economy has been problematic.

To curb this, the retailer has focused more on fashion and to be more conscious about price. Sharma points to the company’s geography as very compelling.

Sharma sees Zara as an even bigger winner than H&M. Zara falls under the Inditex (IXD) umbrella of brands. We’ve noted that Steve Mandel’s hedge fund Lone Pine Capital has held a stake in Inditex."

Basicamente que H&M ha pasado por malos tiempos en Europa pero esta de vuelta y retomando, pero que Inditex lo esta haciendo incluso mejor, ellos estan largos en Inditex, yo tambien.