Richemont : Croissance toujours favorable malgré la Chine, pas encore de nouvelles concernant YNAP
>CA T1 +2% au-dessus des attentes, Maisons joaillères à 12% y/y tcc - Le CA du premier trimestre de l’exercice à fin mars 2023 (T2 2022 calendaire) ressort à 5 264 M€, soit une croissance y/y à tcc de 12% et de 20% en publié (effet changes +8%). Nous tablions sur un CA de 5 144 M€ +10% y/y tcc et le consensus Visible Alpha récent était proche de 5 000 M€, la croissance au trimestre précédent (T4 exercice à fin mars 2022) atteignait 27%. Il faut noter que les dernières...Compagnie Financiere Richemont is engaged in the luxury goods market. Co.'s interests encompass some names such as Cartier, Van Cleef & Arpels, Piaget, Vacheron Constantin, Jaeger-LeCoultre, IWC, Alfred Dunhill, Montblanc and Net-a-Porter. Co.'s luxury goods businesses are separated into four segments: Jewellery Maisons (design, manufacture and distribution of jewellery products), Specialist Watchmakers (design, manufacture and distribution of precision timepieces), Montblanc Maison (design, manufacture and distribution of writing instruments) and Other Businesses (Alfred Dunhill, Lancel, ChloA(c), Net-a-Porter, Purdey, textile brands and other manufacturing entities).
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.