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The Swatch Group AG (SWGAY, SWGAF, SWGNF) recently launched a very discussed collaboration with Audemars Piguet, a renowned Swiss luxury watchmaker.
Today, I start my coverage on Swatch, arguing how this collaboration has the potential to be a game changer for a
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of SWGAY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I have a small position worth less than ~$15,000 in Swatch via its Swiss-listed stock, not the ADR. I opened this position after researching the company for this article. I may increase or exit completely the position in the next months, depending on developments regarding their commercial strategy.
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