reports
EssilorLuxottica: Déclaration de transactions sur actions propres
EssilorLuxottica: Déclaration de transactions sur actions propres Déclaration de transactions sur actions propres Paris, France (24 septembre 2024, 18h00) – Conformément à l’autorisation octroyée par l’Assemblée Générale du 30 avril 2024, EssilorLuxottica déclare que du 17 septembre 2024 au 23 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)17/09/2024FR000012166792 558207,4210XPAR...
- Baptiste Salaville
- Charlotte Vaisse
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 09/23/2024
CF Alba, the March family holding company, invests in listed and unlisted companies where it identifies strong potential, regardless of the investment horizon. Since 1993, it has achieved a total annualized shareholder return of +11%, beating the EuroStoxx index by 3pp. The company currently trades at a c.50% discount to its NAV which is close to its historical maximum. We initiate coverage with an Outperform rating and a target price of € 68, representing a discount to its NAV of 35...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
EL ESSILORLUXOTTICA SA
SQI SQLI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ATE ALTEN SA
ELIS ELIS SA
01913 PRADA S.P.A.
SAVE SAVENCIA SA
MONC MONCLER SPA
SHOT SCANDIC HOTELS GROUP
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
- Baptiste Salaville
- Bruno Cavalier
- Charlotte Vaisse
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SAN SANOFI
TLX TALANX AG
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NOVO B NOVO NORDISK A/S
- Baptiste Salaville
- Charlotte Vaisse
- Fehmi Ben Naamane
ODDO BHF Small & MIDCAP MORNING NEWS - 23/09/2024
CF Alba, the March family holding company, invests in listed and unlisted companies where it identifies strong potential, regardless of the investment horizon. Since 1993, it has achieved a total annualized shareholder return of +11%, beating the EuroStoxx index by 3pp. The company currently trades at a c.50% discount to its NAV which is close to its historical maximum. We initiate coverage with an Outperform rating and a target price of € 68, representing a discount to its NAV of 35...
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
WTB WHITBREAD PLC
EL ESSILORLUXOTTICA SA
SQI SQLI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ATE ALTEN SA
ELIS ELIS SA
01913 PRADA S.P.A.
SAVE SAVENCIA SA
MONC MONCLER SPA
SHOT SCANDIC HOTELS GROUP
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
- Baptiste Salaville
- Bruno Cavalier
- Charlotte Vaisse
- Jerôme Bodin
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SAN SANOFI
TLX TALANX AG
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NOVO B NOVO NORDISK A/S
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: forecast reset, part 1 - We have now moved to more conservative forecasts for the luxury sector reflecting primarily weaker spending from the Chinese cluster both mainland (a sales decline worse than -10% is now likely for H2 2024) and overseas. From a top-down perspective, we expect muted sales growth for the sector of 1% in Q3 and 2% in Q4 (hence FY 2024 at a meagre +2%) and forecast a moderate 5% growth for FY 2025 (see details below). From a bo...
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: forecast reset, part 1 - We have now moved to more conservative forecasts for the luxury sector reflecting primarily weaker spending from the Chinese cluster both mainland (a sales decline worse than -10% is now likely for H2 2024) and overseas. From a top-down perspective, we expect muted sales growth for the sector of 1% in Q3 and 2% in Q4 (hence FY 2024 at a meagre +2%) and forecast a moderate 5% growth for FY 2025 (see details below). From a bo...
- 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...
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...
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...
- Bruno Cavalier
- Delphine Brault
- Quentin Borie
ROG ROCHE HOLDING LTD
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
CPR DAVIDE CAMPARI-MILANO N.V.
- Jean Danjou
ALFOC FOCUS HOME INTERACTIVE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
- Jean Danjou
ALFOC FOCUS HOME INTERACTIVE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
- Bruno Cavalier
- Delphine Brault
- Quentin Borie
ROG ROCHE HOLDING LTD
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
CPR DAVIDE CAMPARI-MILANO N.V.
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: fade to grey - We highlighted last week that taking into account a scenario where growth stalls over H2 2024 and remains below 5% next year would amount in our model for the luxury sector to a 10%/15% cut in estimates for 2025. This scenario looks more and more likely as each week passes. First, we have mounting evidence that the situation in mainland China has deteriorated in Q3 over Q2 with the last piece of evidence released over the weekend re...
- Jean Danjou
ODDO : Monday review – Luxury sector
>Topic of the week: fade to grey - We highlighted last week that taking into account a scenario where growth stalls over H2 2024 and remains below 5% next year would amount in our model for the luxury sector to a 10%/15% cut in estimates for 2025. This scenario looks more and more likely as each week passes. First, we have mounting evidence that the situation in mainland China has deteriorated in Q3 over Q2 with the last piece of evidence released over the weekend re...
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
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