Kering Sa: 2 directors

Two Directors at Kering Sa bought 135,294 shares at between 327.936EUR and 337.639EUR. 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 l...

Lvmh Moet Hennessy Louis Vuitton SE: 1 director

A director at Lvmh Moet Hennessy Louis Vuitton SE bought 16,134 shares at 785.866EUR 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 04/29/2024

...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/04/2024

...

On the shelves now: Consumer Weekly #26

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we take a closer look at TikTok's weight in the US advertising market ahead of its l

ODDO : Monday review – Luxury sector

>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...

ODDO : Monday review – Luxury sector

>Topic of the week: the good, the not good and the worrying - From the batch of Q1 results, one outstanding performance stands out, the one of Miu Miu that again grew in excess of 80% this quarter. Astutely combining quiet luxury with fantasy, the sister brand of Prada together with Loewe - part of LVMH F&L - are probably the franchises encapsulating the most the current zeitgeist among young luxury shoppers. It stands for only 22% of the group sales and the reaction ...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/26/2024

...

Credit Morning 04/26/2024

Ardagh reports very weak Q1 2024 results, confirms guidance and gives details about Apollo deal>...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/04/2024

...

Morning Crédit 26/04/2024

Ardagh publie un T1 2024 très faible, confirme sa guidance et donne quelques détails sur le deal avec Apollo>...

Unibail-Rodamco-Westfield : Positive momentum in both operations and d...

>Momentum in shopping centres remains brisk in Q1 - URW yesterday evening reported Q1 2024 revenues of € 942.8m, up +3.7% y-o-y at current scope and +10.5% at constant scope mainly reflecting still positive operating momentum in shopping centres as well as the first positive effects from the Olympic Games in Paris in the convention and exhibition (“C&E”): division:Tenant sales up + 5.5% y-o-y in Q1 2024: tenant sales remained positive with +5.8% y-o-y in continen...

INVEST SECURITIES - UNIBAIL-RODAMCO : Un trimestre sans surprise mais ...

Unibail-Rodamco-Westfield : Dynamique positive aussi bien sur les opér...

>La dynamique sur les centres commerciaux reste soutenue sur le T1 - URW a publié hier soir un CA sur T1 2024 à 942.8 M€ en hausse de 3.7% yoy à périmètre courant et de 10.5% à périmètre constant (pc) et qui reflète surtout la poursuite d’une dynamique opérationnelle toujours bien orientée sur les centres commerciaux ainsi que les 1ers effets positifs liés aux Jeux Olympiques de Paris sur le Pôle congrès et expositions (« C&E ») :CA commerçants au T1 2024 à + 5.5...

Hermès Q1 2024: still best-in class

Hermès' Q1 2024 sales growth (+17% same-FX) was above market expectations (+14%). Momentum was well-balanced between regions with Japan leading the trend (+25%). Pricing had a positive 7-8% impact in Q1, implying a strong volume impact. We still expect 14% organic sales growth for FY 24. We reitera

Hermes International : Fine growth in Q1 but momentum set to slow

>Flattering growth in Q1 at +17% at CER but excluding the internalisation effect in the UAE (c. 2 pts), fairly close to our expectations   - Hermès reported Q1 sales of € 3,805m, or up 12.6% on a reported basis and +17% at constant exchange rates. Our estimate at € 3,713m pointed to organic growth of 13.5% and the Visible Alpha consensus at € 3,683m suggested around +13%. It should be noted that the re-internalisation of the stores in the UAE (conversion from whole...

Hermès International : Belle croissance au T1 mais le momentum devrait...

>Croissance flatteuse au T1 à +17% à cc mais hors effet internalisation aux EAU (c. 2 pts), on sort assez proche de nos attentes   - Hermès publie un CA T1 à 3805 M€ soit +12.6% en publié et +17% à tcc. Notre prévision à 3713 M€ reflétait une croissance organique de 13.5% et le consensus Visible Alpha à 3683 M€ suggérait c.+13%). Il est à noter que la réinternalisation des boutiques aux EAU (conversion de wholesale en retail) qui se traduit par un quasi doublement...