Richemont : Un profil plus satisfaisant post COVID
>Nous adoptons une opinion plus constructive sur les fondamentaux du groupe, portés notamment par le rayonnement de Cartier - Le titre, affecté par la correction d’ensemble qui a frappé les valeurs de luxe à compter d’août, a plutôt souffert ces dernières semaines en relatif et présente maintenant une performance YTD légère inférieure à la moyenne que nous calculons pour le secteur (sur la base des multiples EV/EBIT et P/E, la décote vs. LVMH approche les -25%). Les ...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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