Oddo BHF - Sustainability is a must have that the luxury sector has not finished paying for

Report

Oddo BHF

Emira Sagaama

Sustainability is a must have that the luxury sector has not finished paying for

We have analysed the sustainability of seven luxury players using our ESG material risk and opportunity analysis framework. In a sector with an advantage of a high-end position but exposed to ESG challenges, Hermès is our ESG Top Pick and Moncler (ESG Best-in-Class) is our bet. On the financial front, LVMH is our Top Pick (target price € 861) and we are also positive on Hermès (target price € 1 854) and Moncler (€ 63.5). - >A sector of impact, influence and a question of d...

04/04/2023 1 EN

Provider

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.

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Analysts

Emira Sagaama

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Sustainability is a must have that the luxury sector has not finished paying for

France, as seen from the deck of the Titanic

La France, vue depuis le pont du Titanic

Bravida : A good vehicle to make the most of the upturn in Nordic construction

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