Report
Jean Danjou

Richemont : Etat des lieux avant publication CA T1 : la joaillerie rebondit en Chine mais l’ensemble continue à faire débat

>Léger ajustement de nos prévisions avant publication du CA T1 - Les messages récents de Tiffany le laissaient à penser : nous comprenons que le retour des clients vers le luxe en Chine depuis mars/avril a aussi visiblement impacté les ventes en joaillerie et ce, au-delà des seules marques phares de l’univers soft luxury ; Cartier en particulier, qui semble avoir connu un fort mois de mai, en profite pleinement. Il semble, en outre, que les maisons horlogères aient au...
Underlying
Compagnie Financiere Richemont SA

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).

Provider
Oddo BHF
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.

Analysts
Jean Danjou

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