PPRUF News and Press, Kering S A From 03/26/24

2024-03-26 03:08:00 ET Summary Kering, a French luxury company, offers a significant upside of 40-50% and has a dividend yield of 3.5%+. Kering owns six luxury brands, including Gucci, which represents over 50% of the company's revenues and over 70% of earnings. The company's ...

2024-03-09 10:31:16 ET More on EssilorLuxottica, Kering, etc. Kering: Revival Underway But Impact Yet To Be Seen (Rating Upgrade) EssilorLuxottica: Short-Term Margin Pressure, Buy Confirmed Kering: Bottom Fishing Will Not Work With This Luxury Laggard Seeking...

2024-02-23 05:40:00 ET Summary Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. During the fourth quarter, the International Growth Composite Portfolio outpaced the MSCI ACWI ex-U...

2024-02-15 16:45:10 ET Summary LVMH is a luxury goods company with a diverse portfolio of brands, including Louis Vuitton and Christian Dior. Christian Dior SE is the holding company and its sole asset is a large stake in LVMH. LVMH has shown outstanding financial performance ...

2024-02-15 09:40:50 ET Summary Investors look to the luxury sector for powerful and historical brands that are more resilient in economic downtrends. Not all that glitters is gold, and investors must be choosy in a sector that was proven to be more fragmented and differentiated th...

2024-02-14 07:39:52 ET Summary Kering's revenue decreased by 4% in 2023, with net profit down by 18%. Gucci is now in a safer place with higher marketing investments. Kering Beauté and smaller brands will help Kering P&L. Solid balance sheets and critical acquisitions...

2024-01-21 09:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Global growth equities...

2024-01-20 09:00:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longl...

2024-01-20 08:09:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International growth e...

2024-01-20 06:45:28 ET Summary Kering shares have fallen sharply over the past year, with the luxury goods giant facing both macroeconomic and brand-specific headwinds right now. While Gucci's underperformance is stark versus peers like Louis Vuitton, analysts do see EPS bottoming...