HESAF News and Press, Hermes Intl Sa From 01/28/24

2024-01-28 20:29:12 ET Summary Hermes may be one of the biggest winners in the age of AI despite not directly using AI in its operations. Hermes is well-positioned to benefit from the megatrends that will arise as a result of AI. Hermes' high-quality business model should allo...

2024-01-14 08:44:58 ET Summary In line with the entire luxury sector, Swatch Group's stock has lost momentum over the past year. But it's due for recovery. Swatch's revenue growth accelerated and margins expanded in H1 2023. The company's outlook is encouraging too. While a fu...

2024-01-12 18:10:35 ET Summary Hermès stock has outperformed peers by a wide margin over the past year, a reflection of superior sales growth in an increasingly subdued global luxury goods market. I expect Hermès to confirm its best-in-class status during this slowdown, ...

2024-01-10 04:13:26 ET Summary I'm not predicting a market crash, but I'm presenting you with the best options in case it happens. These two super high-quality companies are rare, and it's exceptionally rare to find them at relatively low multiples. The combination of top-line...

2023-12-23 03:42:39 ET Summary Richemont is a luxury conglomerate with a diverse portfolio of leading brands in the watches and jewelry industries. The jewelry industry is experiencing organic growth and consolidation, providing growth potential for conglomerates like Richemont. ...

2023-12-02 01:26:16 ET Summary LVMH is a strong buy with a 48% stake held by the Arnault family, who consistently outperform and align their interests with shareholders. LVMH's diversification across industries, brands, and geographies mitigates the risk of losing relevance and al...

2023-11-27 12:00:00 ET Summary High fashion companies have high profit margins, growing revenues, and competitive advantage from successful historical brands. In this case, being European companies, it is important to consider the withholding tax. At the right price, I would b...

2023-11-24 12:30:26 ET More on SPDR S&P Retail ETF: Wall Street Breakfast Catalyst Watch: Walmart, Target's Mixed Signals XRT: Retail Is Still Not Where I Want To Be Holiday sales are buzzing along - outperformers include Barbie, Walmart and Ulta Beauty H...

2023-11-16 07:59:42 ET More on Burberry Burberry: Fashioning A Bright Future Under Daniel Lee Burberry: Good Progress, Competitive Multiples Burberry downgraded to sell at UBS on turnaround risk Prada, luxe retailers are a good bet, but the payoff will take t...

2023-11-10 03:09:57 ET Summary Hermès continues to lead the luxury industry by consistently delivering impressive results despite growing industry concerns. Increasing profitability and robust cash flows demonstrate the resilience of the business and its potential to continue...