The new Nike link up takes SPD into new territory in our view and supports international scalability theories. We are not sure how significant it will be in forecasting yet as it is based around the space elevation programme which still appear small in the overall context. We also need to see the company show signs of Walking the Walk after previous strategic false-starts.
14 Dec 2017
Half Year Results | Intra Day Thoughts
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Half Year Results | Intra Day Thoughts
Frasers Group PLC (FRAS:LON) | 787 -15.7 (-0.3%) | Mkt Cap: 3,547m
- Published:
14 Dec 2017 -
Author:
Tony Shiret -
Pages:
5
The new Nike link up takes SPD into new territory in our view and supports international scalability theories. We are not sure how significant it will be in forecasting yet as it is based around the space elevation programme which still appear small in the overall context. We also need to see the company show signs of Walking the Walk after previous strategic false-starts.