Oddo BHF - PRIMAVERA CAP ACQUISITION CORP (LANV) Lanvin Group Holdings Limited : Une belle endormie qui doit se réveiller

Report

Oddo BHF

Jeremy Garnier

Lanvin Group Holdings Limited : Une belle endormie qui doit se réveiller

Les efforts de redynamisation sont en cours pour les 5 marques qui constituent Lanvin Group et devraient porter leurs fruits à moyen terme. Toutefois, à ce stade de développement (taille critique encore non atteinte sur certaines marques, rentabilité négative et consommation de cash) et dans un environnement de consommation n’indiquant pas encore de rebond, nous préférons rester encore prudents sur le titre. Nous initions à Neutre, avec un OC à 1.8 $ résultant d’une valorisation ...

19/11/2024 1 FR

Underlying

PRIMAVERA CAP ACQUISITION CORP

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KYG5380J1004 New York Stock Exchange China

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Jeremy Garnier

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Pierre François Merveille

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Jeremy Garnier

Jeremy Garnier

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Lanvin Group Holdings Limited : Une belle endormie qui doit se réveiller

Lanvin Group Holdings Limited : A renaissance still under way

Worldline : Issuance Focus

Worldline : Focus Emission

Lanvin Group Holdings Limited : A renaissance still under way

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