Report
Jean Danjou

LVMH : Période difficile mais confiance maintenue pour la suite

>Opinion Surperformance maintenue en dépit de chiffres à venir moins flatteurs et d’un sentiment investisseur plus mitigé, OC ajusté de 857 € à 836 € - Les résultats S1 à venir devraient confirmer une croissance nettement ralentie (pas de changement de tendance notable au T2 vs T1) et partant une érosion plus perceptible des marges et dans ce contexte nous ajustons à la baisse nos prévisions annuelles EBIT de -2%/-3% Néanmoins, le potentiel de hausse à 12 mois sugg...
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

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