Professional
Added to YB: 2025-08-14
Pitch date: 2025-08-08
UHR.SW [neutral]
The Swatch Group AG
+15.48%
current return
Author Info
No bio for this author
Company Info
The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide.
Market Cap
CHF 7.9B
Pitch Price
CHF 142.15
Price Target
N/A
Dividend
2.99%
EV/EBITDA
12.50
P/E
N/A
EV/Sales
1.08
Sector
Textiles, Apparel and Luxury Goods
Category
special_situation
GreenWood Investors Portfolio Holding: The Swatch Group AG
UHR.SW (holding update): Luxury watchmaker trading at half of tangible book value (net-net valuation), heavily shorted. GreenWood secured board seat with 61.9% bearer shareholder vote despite Hayek family resistance. Gen Z 2-4x more likely to buy mechanical watches. Company needs governance reform, fresh perspectives amid multi-decade revenue/share price lows. Premium brands have immense potential.
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