LVMH : Actualisation en fin de T2 : la performance relative du groupe devrait s’avérer très correcte mais la perspective sectorielle reste compliquée
>Nous conservons une hypothèse de CA T2 proche de -40% qui pourrait in fine refléter une surperformance par rapport aux pairs - Nous ne modifions pas nos prévisions d’ensemble de CA pour le T2 à ce stade. Nous comprenons que la reprise des ventes en Chine et dans une moindre mesure en Corée s’est maintenue à un rythme très soutenu en Mode et Maroquinerie ce qui pourrait permettre à la division de ne pas sous-performer la performance d’ensemble groupe sur le trimestre...LVMH Moet Hennessy Louis Vuitton is a manufacturer and retailer of luxury goods. Co. offers champagne and wines, cognac and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelery; and is engaged in selective retailing. Its operations are organized along five business segments: Wine and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelery, and Selective Retailing. Co. is also engaged in other activities (Media with Les Echos group, La Samaritaine and Luxury yacht with Royal Van Lent). Some of Co.'s brands are Moet & Chandon, Dom Perignon, Louis Vuitton, Fendi, Donna Karan, Parfums Christian Dior, Guerlain, Parfums Givenchy, and TAG Heuer.
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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