reports
- Jean Danjou
ODDO : August watch exports surprisingly up, looks like a misleading s...
>August exports show a growth rebound mainly driven by luxury watches - Strange things can happen in August: watch exports are growing even faster than in July at +6.9% y-o-y versus +1.8% the month before (the year-to-date growth remains negative at -1.4%) but this is entirely driven by 14.9% growth in the luxury segment, mainly fuelled by watches incorporating precious metals, according to Fédération Horlogère. The other categories show a significant decline fo...
- Jean Danjou
ODDO : August watch exports surprisingly up, looks like a misleading s...
>August exports show a growth rebound mainly driven by luxury watches - Strange things can happen in August: watch exports are growing even faster than in July at +6.9% y-o-y versus +1.8% the month before (the year-to-date growth remains negative at -1.4%) but this is entirely driven by 14.9% growth in the luxury segment, mainly fuelled by watches incorporating precious metals, according to Fédération Horlogère. The other categories show a significant decline fo...
- Emira Sagaama
- Stefano Toffano
- Emira Sagaama
- Stefano Toffano
- Jean Danjou
Kering : Marked deterioration in the environment, further significant ...
>Tougher context in Asia with Gucci and Saint Laurent at bottom of the wave: H2 revenues est. at -11% (-5% before), 2025 revenues at +3.5% est. (+6.2% before) - The group gave no precise new information on business trends in Q3 but recalled that the start of the quarter had been less favorable than the performance reported for Q2 (Gucci revenues at -19% y-o-y cc, group revenues at -11%) and that the macroeconomic environment deteriorated in China over the summer while...
- Jean Danjou
Kering : Dégradation sensible de l’environnement, encore un ajustement...
>Environnement plus difficile en Asie avec Gucci et Saint Laurent au creux de la vague : CA S2 attendu à -11% (-5% préc.), CA 2025 à +3.5% (+6.2% préc.) - Le groupe ne donne pas d’informations précises nouvelles sur la marche de ses affaires au T3 mais rappelle que le début du trimestre avait montré une tendance encore moins favorable que celle publiée pour le T2 (CA Gucci à -19% y/y tcc, CA groupe à -11%) et que l’environnement macro-économique s’est dégradé en Chine...
Hermes International: 1 director
A director at Hermes International bought 280 shares at 1,916.000EUR and the significance rating of the trade was 100/100. 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...
EssilorLuxottica unveils plans for its new corporate headquarters in P...
EssilorLuxottica unveils plans for its new corporate headquarters in Paris EssilorLuxottica unveils plansfor its new corporate headquarters in Paris Paris, France (September 17, 2024) – EssilorLuxottica announced today the signing of a long-term pre-letting agreement for its new global headquarters in Paris, expected to open late 2027. Located at Place Valhubert, in the heart of the lively Austerlitz district -Paris 13e-, boasting a tech startup and global digital company scene, the new headquarters will bring together in a single building up to more than 2,000 people, regrouping teams fro...
EssilorLuxottica presenta il progetto per la sua nuova sede corporate ...
EssilorLuxottica presenta il progetto per la sua nuova sede corporate di Parigi EssilorLuxottica presenta il progetto per la sua nuova sede corporate di Parigi Parigi, Francia (17 settembre 2024) – EssilorLuxottica annuncia la firma di un accordo di locazione a lungo termine per la sua nuova sede corporate di Parigi, la cui inaugurazione è prevista per la fine del 2027. Situata a Place Valhubert, nel 13° arrondissement, nel cuore del vivace quartiere di Austerlitz dove si concentrano startup tecnologiche e aziende che operano nel campo dell’innovazione digitale a livello globale, il nuovo ...
EssilorLuxottica: Déclaration de transactions sur actions propres
EssilorLuxottica: Déclaration de transactions sur actions propres Déclaration de transactions sur actions propres Paris, France (17 septembre 2024, 18h00) – Conformément à l’autorisation octroyée par l’Assemblée Générale du 30 avril 2024, EssilorLuxottica déclare que du 10 septembre 2024 au 16 septembre 2024 inclus, les achats d’actions propres suivants ont été réalisés : Jour de la transactionCode identifiant de l’instrument financierVolume total journalier (en nombre d’actions)Prix pondéré moyenjournalier d'acquisitiondes actions*Marché (MIC Code)10/09/2024FR000012166770 075209,3861XPAR...
LVMH: Share transactions disclosure
LVMH: Share transactions disclosure Paris, September 17th, 2024 The disclosure of share transactions carried out from September 9th to September 13th, 2024 was sent to the AMF on September 17th, 2024. As required by current law, this document is publically available and can be consulted on the Company’s website () under the section «regulated information». LVMH LVMH Moët Hennessy Louis Vuitton is represented in Wines and Spirits by a portfolio of brands that includes Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d’Yquem, Domaine du Clos des Lambrays, Châte...
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
Veolia : But it is growing ...
We have upgraded our target price from € 43.4 to € 45.3 which factors in the growth strategy out to 2027 (EBITDA +5% to 6% p.a.) whereas the share price implies decrease of 0.65% p.a. The strategic GreenUp plan is based on three booster businesses that should see a gradual acceleration and will involve asset rotation. An accretive re-profiling in terms of EPS, and with no repercussions for the leverage limit, could also show through with minority buyouts for the regulated water o...
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
Veolia : Et pourtant elle croît...
Nous relevons notre objectif de cours de 43.4 € à 45.3 € qui intègre la stratégie de croissance à 2027 (EBITDA +5% à 6%/an) alors que le cours de Bourse sous-tend une baisse de 0.65%/an. Le plan stratégique GreenUp repose sur trois métiers Boosters qui doivent connaitre une accélération graduelle et impliquer des rotations d’actifs. Un reprofilage relutif en termes de BPA, et sans conséquence sur la limite de levier, pourrait aussi intervenir par le biais de rachats de minoritair...
- Jean Danjou
- Jean Danjou
- Jean Danjou
LVMH : More challenging sector environment, estimates lowered but the ...
>We adopt a more cautious scenario on Fashion & Leather: H2 2024 expected to show growth of +1% with a fall in the margin to 37.5% and 2025 growth of 4% - Consumer spending trends in China increasingly strongly suggest that Q3 has seen a persistent deterioration in luxury goods sales and it is very unlikely at this stage that demand will improve significantly in Q4. This now leads us to expect even sharper declines in sales in the Asia-Pacific region in Q3 and Q4 f...
- Research Department
INFORME DIARIO 17 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, IBERDROLA. EUROPA: AIRBUS, UNICREDIT. El BCE se muestra más cauto y el Ibex bate un nuevo máximo del año Las bolsas europeas cerraron a la baja acompañadas de comentarios más cautos desde el BCE. En el STOXX 600 los mayores avances fueron en Retail y Hogar mientras que Tecnología y Autos terminaron con las mayores correcciones. Por el lado macro, en la Eurozona los costes laborales y los salarios del 2T’24 se moderaron hasta el 4,7% y 4,5%...
EssilorLuxottica and Meta Announce Long Term Partnership, Shaping the ...
EssilorLuxottica and Meta Announce Long Term Partnership, Shaping the Future of the Smart Eyewear Category EssilorLuxottica and Meta Announce Long Term Partnership, Shaping the Future of the Smart Eyewear Category Building on the success of Ray-Ban Meta glasses, the two pioneering companies aim to write history of wearables together Paris, France (17 September 2024) – EssilorLuxottica announced today that it has extended its partnership with Meta Platforms by entering into a new long term agreement, under which the parties will collaborate into the next decade to develop multi-generation...
- Research Department
IBERIAN DAILY 17 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: COLONIAL, IBERDROLA. The ECB is more cautious European stock markets ended with corrections, with more cautious comments from the ECB. Thus, in the STOXX 600 Retail and Household led gains, whereas Technology and Autos posted the biggest drops. On the macro side, in the euro zone, the 2Q’24 labour costs and wages moderated to 4.7% and 4.5%, respectively (from 5.0% and 5.2% previously). From the ECB, the chief economist P. Lane was in favour of gradually easing the monetary restric...
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