Report
Jean Danjou

Richemont : L’ensemble Cartier Van Cleef performe remarquablement en sortie de crise, le reste fait toujours débat

>Des semestriels bien meilleurs qu’attendu car les ventes et marges chez Cartier/Van Cleef sont reparties très rapidement - Richemont surprend favorablement sur le premier semestre de l’exercice 2021 (qui sera clôt à fin mars). Le groupe dégage un EBIT nettement positif à 452 M€ - pour des ventes totales à 5 478 M€ alors que le consensus et nous-mêmes tablions sur un EBIT sous les 100 M€, juste au-dessus du point mort, pour des ventes voisines de 5 300 M€. Maisons joa...
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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