Moncler : Un T2 vraiment très fort et une Chine qui repart, le dossier reste attractif en dépit du climat macro
>CA T2 +8% au-dessus des attentes (Moncler à +23% y/y tcc) et marge EBIT S1 à 19.6% - Le CA S1 ressort à 918.4 M€ (T2 : 328.5M€) soit 724.3 M€ pour la marque Moncler (T2 : 250.9 M€ soit une croissance y/y de +23% tcc après +29% au T1 à tcc) et à 194.1 M€ pour Stone Island (T2 à 77.6 M€ soit une croissance à +35% tcc après +32% en pro forma au T1) et l’EBIT groupe ressort à 180.2 M€ soit une marge à 19.6% (contre 14.9% au S1 l’an dernier qui ne comprenait Stone Islan...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).
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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