LVMUY News and Press, LVMH Moet Hennessy Louis Vuitton ADR From 12/12/23

2023-12-12 03:10:10 ET Summary LVMH Moet Hennessy is a well-run luxury conglomerate with strong revenue growth and high margins. LVMH is expected to continue growing its market share and deliver high-single digit revenue growth in the coming years. I present my outlook for the...

2023-12-08 12:09:02 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips Sustainable stocks continue to get a bad rap from investors. The standard argument against sustainable investing is that it’s not profitable, even when done correctly using all 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...

2023-12-01 00:01:00 ET Summary Dr. Martens stock has plummeted over 80% since its IPO in early 2021, but the company's earnings and financials remain strong. H1 FY2024 disappointed, but long-term growth remains. The company is undervalued and has a fair value of £0.96 per...

2023-11-30 08:05:00 ET Summary Most REITs are today exceptionally cheap. But not all of them! We highlight two REITs to avoid. In recent weeks, I have written many articles stating that REITs ( VNQ ) are today priced at their lowest valuations in over 10 years. ...

2023-11-28 09:49:23 ET Summary Nike reigns as the world's most valuable apparel brand at $31.3 billion. Early Black Friday data indicates a 7.5% YoY surge in discretionary spending, signaling recovery for this blue-chip. I think Nike's forecast for FY24 is conservative; I am a...

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...

2023-11-27 03:14:01 ET Summary Fundsmith's 13F portfolio value decreased by 8% to $22 billion in Q3 2023. The top three holdings in the portfolio are Microsoft, Stryker Corp, and Meta Platforms. New stakes were established in McDonald's and Oddity Tech, while stake disposals w...

2023-11-26 08:00:00 ET Summary Ulta Beauty has shown resilience despite challenges such as increased e-commerce competition and the Covid pandemic. The company's diversification across various beauty products and partnerships with established brands has helped mitigate risks. ...

2023-11-24 05:17:34 ET Summary Number 1 in hard luxury category. 27 luxury maisons with histories stretching back to 1755. P/E of 14x (historical average of 21x). No net debt. Note: All figures are in EUR (€) unless stated otherwise. Introduction ...