Dickson Group
Mangement is controlled by dockson phoon . Michelle Yeow Ex-husband
70% of its revenue comes from Hongkong .
– Consisting of a large set of luxury brands .
20% from taiwan and its largest growing sector .
– Taipei 101
Its netcash is actually higher than its market cap.
the taiwan – china threat remains very real dickson concept will be hit very hard.
The hongkong and us interest rate remains very high.
Tourist coming from mainland china but luxury spending is not the top on their list.
