Report
Jean Danjou

Moncler : Thèse d’investissement à redécouvrir

>Confiance accrue dans nos prévisions court terme, croissance toujours attendue supérieure à l’industrie sur 2023 et les exercices suivants - Avec la bonne tenue de l’Europe et de l’Asie hors Chine sur la fin de l’année, qui devrait compenser la faiblesse de la Chine et un ralentissement confirmé aux USA, nous pensons que le groupe est en mesure de publier un CA en ligne avec nos attentes sur le T4 où nous tablons sur une croissance y/y tcc groupe de +10% dont +8.7% ...
Underlying
Moncler SpA

Moncler is a jacket and sportswear production group based in Italy. Co. directly produces and distributes its own clothing and accessories collections, through its direct boutiques and exclusive department and multibrand stores. Co. branded products range from the high fashion segment with the Gamme Rouge and Gamme Bleu collections (exclusive products and selected distribution to boutiques) to the Grenoble collection (sporting and technical garments). As of Dec 31 2013, Co. operated a network of 135 stores, including 107 directly operated stores (DOS) and 28 wholesale stores (27 shop-in-shop and 1 franchise store).

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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