LVMH : Ne pas sous-estimer le leader
>La performance récente du titre ne reflète pas ses fondamentaux au- dessus de la moyenne du secteur - Dans le contexte d’une demande en biens de luxe sur ce trimestre qui devrait rester soutenue avec probablement le maintien d’une croissance à deux ans pour le secteur dans son ensemble à un niveau voisin des c.+25% observés au T3, nous pensons que LVMH devrait continuer à tirer son épingle du jeu. En particulier, la division Mode et Maroquinerie (qui représente 70%/7...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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