L'Oréal : Sell-off des valeurs de Luxe : le petit effet boomerang du « luxury touch »
>OC abaissé à 189 € : quel rapport avec le sell-off dans le Luxe ? - Le sell-off violent qui a eu lieu sur les valeurs du Luxe depuis 2 jours - et notamment sur LVMH - nous amène à ajuster notre OC à 189 € (vs 205 €). La méthode (cf tableau) reste inchangée. La principale variable d’ajustement est le derating des valeurs de Luxe et de LVMH. Le rapport de cause à effet peut surprendre. La baisse du titre LVMH n’a en effet aucune incidence sur les fondamentaux de L...L'Oreal acts as a holding company. Through its subsidiaries, Co. plays a strategic coordination role and scientific, industrial and marketing coordination role on a global basis. Co. develops, manufactures and commercializes products for Skin care, Hair care, Make-up, Perfumes, Toiletries and deodorants, and Oral cosmetics. Co. has three branches: Cosmetics, Body shop and Dermatology. Co.'s principal activities comprise four divisions: Professional Products, Consumer Products, L'Oreal Luxe and Active Cosmetics. The Body Shop branch offers various cosmetics and toiletry products. The Dermatology branch offers topical dermatology prescription, and corrective and aesthetic dermatology.
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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