Hermès International : Production contrainte à court terme mais croissance durable plus forte au-delà
>Croissance CA à 2 ans T2 attendue à +24% après +33% au T1, prévisions annuelles à peu près inchangées à ce stade - Nous ne pensons pas que Hermès soit en mesure de dépasser +20%/+25% en matière de croissance à deux ans sur le T2 car le marche à court terme du groupe, alors que la demande reste forte pour les biens de luxe en général, et les créations à sa marque en particulier sont bridés par la progression contenue de ses capacités de production en maroquinerie (50%...Hermes International is engaged in the manufacture, sale, and distribution of luxury goods primarily in France, rest of Europe, Japan, Asia-Pacific, and Americas. Co.'s activities can be divided into two segments: the distribution via Co.'s exclusive network and the distribution via specialist outlets. The distribution via Co.'s exclusive network comprises silks and textiles, leather goods and saddlery, ready-to-wear and fashion accessories (men and women's clothing, belts, jewellery accessories, gloves, hats and shoes), and other goods (jewellery and products of the art of living department). The distribution via specialist outlets comprise perfumes, tableware and watches.
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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