LVMH Moet Hennessy Louis Vuitton SE

LVMH Moet Hennessy Louis Vuitton is a manufacturer and retailer of luxury goods. Co. offers champagne and wines, cognac and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelery; and is engaged in selective retailing. Its operations are organized along five business segments: Wine and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelery, and Selective Retailing. Co. is also engaged in other activities (Media with Les Echos group, La Samaritaine and Luxury yacht with Royal Van Lent). Some of Co.'s brands are Moet & Chandon, Dom Perignon, Louis Vuitton, Fendi, Donna Karan, Parfums Christian Dior, Guerlain, Parfums Givenchy, and TAG Heuer.
  • TickerMC
  • ISINFR0000121014
  • ExchangeEuronext Paris
  • SectorPersonal Goods
  • CountryFrance

Analysts

Cedric Rossi ...
  • Loic Morvan

Luxury & Fashion: Q1 2020 Top Picks: LVMH

Luxury & Fashion Q1 2020 Top Picks: LVMH 2019: polarization intensified in almost all segments! How we see Q1 2020

LVMH Moet Hennessy Louis Vuitton SE: Update following rating affirmation

Our credit view of LVMH, reflecting its number one position in the luxury market, good business and geographic diversification, and sizable off-balance-sheet items.

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 04/12/2019 - Ageas - EN

Ageas (O/P): New RT1 (restricted tier one) issue Chubb: Issued Two Bonds In Euros (5Y and 10Y) Repsol (O/P): Impairment Charge Of €4.8bn, But Improves Its ESG Positioning Exor (O/P): Acquisition of 43.78% In GEDI For €102.5m High Yield: We Initiate An Outperform Recommendation (+) On International Design Group Orange (O/P On Hybrid Bonds): Sale of 1.500 Non-Strategic Towers To Cellnex (O/P) Glencore (M/P): Revises Its Outlook For 2019 Atlantia (M/P): Moody's Lowers Its Rating One Notch To Ba1, The Outlook Is Negative Ita...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 25/11/2019 - Banques allemandes - FR

Banques allemandes : La Bundesbank et Moody’s s’inquiètent de la faible rentabilité du secteur bancaire Intrum (Achat) : Un départ et une potentielle reprise d’une activité de gestion des créances douteuses de Cerved AG2R La Mondiale (Achat) : Hausse de +20pts de sa marge de solvabilité depuis fin juin 2019 Atalian (Conserver) - 9M-19 : EBITDA de €127m (+20,1%, +8,4% en organique) Altice (Vente) : Acquisition de Covage pour €1 md en numéraire Icade (Conserver) : Acquisition de 19 EHPAD pour €266m, droits inclus LVMH (Achat) : Acquisition d...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 21/11/2019 - Thyssenkrupp - FR

ThyssenKrupp (Achat) : Nouvelle perte nette sur l’exercice 2018/19, cession du pôle ascenseurs en vue Swedbank (Vente) : Accusé d'avoir violé les sanctions américaines Wirecard (Achat) : Le groupe dément à nouveau des irrégularités comptables Continental (Achat) : Vise €500m d'économies annuelles d'ici 2028 EDF (Vente) : Cède sa participation de 49,99% dans CENG LVMH (Achat) : Propose $1md supplémentaire pour racheter Tiffany Daimler (Conserver) : S&P place sa note A sous surveillance négative Ageas (Achat) : Fitch confirme la no...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 10/10/2019 - Nexi - EN

Nexi (O/P): Bond Refinancing Banking Sector: Increasing Importance of ESG Criteria Unicredit (O/P): Will Tax Deposits Over €100.000 In 2020 Crédit Mutuel Arkéa (O/P) : Had To Inject €540m In Its Life Insurance Unit Suravenir LVMH (O/P) - 9M19: Revenues Of €38.4bn (+15.9%,+11.0% LfL) Bourbon: Receives Takeover Offer AT&T: To Sell Assets In Puerto Rico For $2,0Bn Codere (U/P): Reduces Its EBITDA Forecast For 2019 By €20m

Cedric Rossi ...
  • Loic Morvan

Luxury & Fashion: Q1 2020 Top Picks: LVMH

Luxury & Fashion Q1 2020 Top Picks: LVMH 2019: polarization intensified in almost all segments! How we see Q1 2020

Loic Morvan

LVMH: A new jewel at LVMH | BUY | EUR395(0%)

LVMH - BUY | EUR395(0%) A new jewel at LVMH An acquisition at EUR14.7bn LVMH will give time and capital to Tiffany The deal should be closed mid-2020 Buy recommendation

Research Department

INFORME DIARIO 26 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: ACCIONA, ENDESA, IAG, IBERDROLA, LIBERBANK, ROVI, SIEMENS GAMESA, UNICAJA. EUROPA: LVMH, SIEMENS. Mejoran las expectativas y el IFO se estabiliza Un IFO en línea con lo esperado y los pocos rumores, pero en la dirección adecuada, sobre las negociaciones comerciales volvieron a impulsar a las bolsas. En el Euro STOXX subieron todos los sectores pero liderados por Farma y R. Básicos mientras que Seguros y Energía quedaron con las menores ganancias. Por el lado macro, en Alemania el IFO de noviembre repuntó en línea con lo previsto y dibujaría un P...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior