HESAY News and Press, Hermes International SCA ADR From 01/14/24

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...

2024-01-08 12:34:57 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips The S&P 500 Luxury Goods Index has experienced a torrid start to the year, falling by nearly 5%. However, I wouldn’t be worried about my luxury goods stocks if I were you. ...

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. ...

2023-12-11 04:21:20 ET Summary RH, formerly known as Restoration Hardware, has transformed into a luxury brand under the leadership of CEO Gary Friedman. RH has guided to 20%+ operating margins, in line with luxury brands. RH has expanded into different areas such as travel an...

2023-12-08 07:26:24 ET Summary The article discusses the recent rally in various asset classes, including US high-yield and US investment-grade bonds. It highlights the significant performance of US investment-grade bonds, particularly at the long end of the yield curve. The a...

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...

2023-11-10 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...