LVMH : Clear skies in the short term, still a solid name going forward
>Q2 is set to be marked by reacceleration in Asia, we do not think that the trend has really changed elsewhere - The group does not provide any precise or detailed comments at this stage but the broad-based indications by geography given on Q2 point to an absence of visible change in trend relative to Q1, with, regarding Asia, some reacceleration to be expected in view of the favourable comps in China. We think that the pause seen in Q1 has continued in the US – the...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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