LVMH : Tendance d’ensemble toujours favorable, estimations légèrement relevées
>Mode et Maroquinerie continue sur sa lancée au T2 et le hard luxury s’améliore plus visiblement, rien d’étonnant au total - Nous ne percevons pas de changement majeur pour le groupe sur le T2, notamment au sein de la division Mode et Maroquinerie. Seule la clientèle d’une partie de l’Asie (principalement Japon) reste en berne, à ce stade, affectée par les restrictions COVID, en revanche la Chine reste en forte croissance, la dépense de luxe est forte aux USA et même ...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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