Travel Retail and Duty Free Business Intelligence    Wednesday 25 May 2016


The Moodie Reportfolio: Lotte Shopping Company turns in outstanding performance for April – 09/05/08

Published: 09/05/08

Source: ©The Moodie Report

By Justin Lee

INTERNATIONAL. Lotte Shopping Company posted the best performance among the stocks in the Moodie Reportfolio in April.

Buoyed by a +32% rise in its net income for the first quarter to KW227 billion (US$229 million) in the January-March period, the South Korean company saw the total value of its shares (in US dollars) rise by +20.8% in April over the previous month.

The total value of shares (in US dollars) in the Moodie Reportfolio decreased by -26.3% in April, largely due to the stock split for Egypt's Misr Duty Free Shops. Overall The Moodie Reportfolio has decreased by -22.6% since the service was launched on 1 August 2007, largely due to the financial markets deterioration driven by the US sub-prime crisis.

On 1 August 2007 The Moodie Report invested a hypothetical US$10,000 – or local currency at prevailing exchange rates – in 14 travel retail-related stocks. Some are pure duty free/travel retail companies, some are parent or related groups. The resultant basket of stocks is The Moodie Reportfolio.

The stocks are:

- Autogrill (Aldeasa, Alpha, HMSHost)
- Bahrain Duty Free Shops
- Dufry
- Dufry South America
- Ferrovial (BAA)
- Hellenic DFS
- Japan Airport Terminal Co
- Jordanian Duty Free Shops
- Lagardère (Aelia; HDS Retail)
- Lotte Shopping Co
- LVMH (DFS Group)
- MISR Duty Free Shops (Egypt)
- Stefanel
- Tourvest

Each month our Research & Analysis Manager, Singapore-based Justin Lee, reports on the change in The Moodie Reportfolio and its individual components. He tracks our original investment and notes the outstanding performers for the month in both local and US currency and the year to date (the latter in US Dollar terms).

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The Moodie Reportfolio: Misr Duty Free Shops and Dufry stocks turn in star performance – 09/04/08

The Moodie Reportfolio: Misr Duty Free Shops continues its outstanding share performance – 05/03/08

The Moodie Reportfolio: Misr Duty Free Shops delivers outstanding performance in tough market - 04/02/08

The Moodie Reportfolio: Misr Duty Free Shop and Dufry emerge as winners for December – 14/01/08