Lvmh Moet Hennessy Louis Vuitton SE: 1 director

A director at Lvmh Moet Hennessy Louis Vuitton SE bought 46,558 shares at 785.216EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/20/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/05/2024

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ODDO : Monday review – luxury sector

>Facts, outlook and perception - Facts: we now have a complete picture of Q1 top line trends. The perfect symmetry in trends, between the two heavyweights dominating soft luxury on the one hand (LVMH Fashion & Leather) and hard luxury on the other (Richemont Jewellery Maisons), was once again confirmed with Jewellery Maisons growing as anticipated +3% y-o-y at cc close to the +2% growth reported for F&L. The symmetry goes a long way: growth versus 2019 ended up at 113...

ODDO : Monday review – luxury sector

>Facts, outlook and perception - Facts: we now have a complete picture of Q1 top line trends. The perfect symmetry in trends, between the two heavyweights dominating soft luxury on the one hand (LVMH Fashion & Leather) and hard luxury on the other (Richemont Jewellery Maisons), was once again confirmed with Jewellery Maisons growing as anticipated +3% y-o-y at cc close to the +2% growth reported for F&L. The symmetry goes a long way: growth versus 2019 ended up at 113...

INFORME DIARIO 20 MAYO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, IBERDROLA, TALGO, TELEFÓNICA. EUROPA: ASML. Buena semana para la periferia europea y EE.UU. Semana de avances de hasta el +2,0% en la periferia europea y de nuevos máximos anuales en el S&P 500, beneficiadas por la decepción en los datos macro y el recorte en la rentabilidad de la deuda. Dentro del STOXX 600, lideraron las ganancias semanales los sectores Telecos e Inmobiliario (c. +3,0%) mientras que Energía y Viajes&Ocio terminaron con l...

The Capital Goods Data Miner - May 2024

Our key long ideas are: Alfa Laval, Hexagon, Metso, Sandvik, Volvo. We are cautious on: Autoliv, Nibe, Wärtsilä

Evonik Industries AG: 1 director

A director at Evonik Industries AG bought 4,950 shares at 20.180EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

Benelux Morning Notes

Ahold Delhaize: Walmart 1Q24/25 results. Azelis: Share placement by EQT and PSP. Belgian telcos: Digi mobile prices to be well below competition, targets 10% mkt share. EVS: Slow start, sales guidance held on strong pipeline, EBIT guidance below consensus. Exmar: Stable start to the year. Prosus: Fabricio Bloisi (CEO iFood) appointed as group CEO. Sif Group: 1Q24 pretty much in line, timing shifts a bit

Deck Cleared? Kevin Plank Rebases Sales/EPS In His First Call Back As ...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024

With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024

Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...

Azelis Group NV : Slightly more conservative, but improving end-market...

>Pricing pressures on a very healthy base - Azelis reported weak Q1 24 results a.o. due to pricing pressures, resulting in an organic growth of -8.1% yoy for the group. For the third sequential quarter, Azelis is showing a yoy decrease of the conversion margin (EBITA / gross profit). The company is now mentioning 'pricing pressures across the board' on the back of clear positive volume developments, the latter driven by very low inventories at end-clients and green sh...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/13/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/05/2024

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5G in India: continued soft data for April

ODDO : Monday review – Luxury sector

>Topic of the week: momentum still reigns supreme - We look this week at the YTD performance of the luxury sector and more importantly of its main constituents. There is no longer a sharp message to read in the YTD performance of the sector as a whole by now as the 10% progression broadly witnessed looks similar to the one recorded for the Stoxx 600 and the S&P 500) or in its standing versus pre-Covid in terms of multiples (we are close to parity). It is in the perfor...

ODDO : Monday review – Luxury sector

>Topic of the week: momentum still reigns supreme - We look this week at the YTD performance of the luxury sector and more importantly of its main constituents. There is no longer a sharp message to read in the YTD performance of the sector as a whole by now as the 10% progression broadly witnessed looks similar to the one recorded for the Stoxx 600 and the S&P 500) or in its standing versus pre-Covid in terms of multiples (we are close to parity). It is in the perfor...

Just Kickin' It, Monthly Sneaker Tracker, May'24 Edition