Report
Jean Danjou

LVMH : Pas trop de soucis à se faire sur le S1, nous faisons crédit pour la suite

>Pas d’évolution dans le discours, le S1 devrait rester de bonne facture malgré la Chine, ajustement marginal de nos prévisions - Le message du groupe ne change pas alors que le T2 est en train de se terminer. La Chine a pesé sur les deux premiers mois du trimestre et semble se rétablir modérément en juin, la demande est restée forte partout ailleurs avec une reprise du tourisme en Europe, une base de comparaison toujours favorable au Japon et une demande locale aux ...
Underlying
LVMH Moet Hennessy Louis Vuitton SE

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Jean Danjou

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch