Richemont : Maisons Joaillères délivre mais la performance d’ensemble témoigne d’un ralentissement visible hors effet Chine
>CA groupe T1 légèrement au-dessous des attentes malgré Maisons Joaillères à +24% y/y cc avec des tendances d’ensemble par géographies mitigées - Pour le premier trimestre de son exercice à fin mars 2024, le groupe sort un CA de 5 322 M€ soit +14% y/y et +19% y/y à tcc. Nous tablions sur 5 580 M€ (+23% y/y tcc) et le consensus Visible Alpha était plus prudent à 5431 M€ (soit c.+20%). Le CA T1 sort au final assez proche du consensus à tcc (légèrement en dessous) avec u...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.
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