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Summary LVMH is up by 21% since my last update in October, supported by strong sales numbers for the first nine months of 2022. Is there more upside to it? Encouragingly, demand from Asia ex-Japan has picked recently and the group has seen consistent double-digit growth across seg...
Compagnie Financière Richemont SA (CFRHF) H1 2022 Earnings Conference Call November 11 2022 3:30 AM ET Company Participants Sophie Cagnard - Investor Relations Jerome Lambert - Chief Executive Officer Burkhart Grund - Chief Finance Officer Cyrille Vigner...
Compagnie Financière Richemont SA press release ( OTCPK:CFRHF ): 1H GAAP EPS of -€1.34. Revenue of €9.7B (+24.4% Y/Y). Strong net cash position of €4.8B, with €1.5B cash flow generated from operating activities, targeted inventory build-up ...
Summary Gardner Russo & Quinn’s 13F portfolio value decreased from $8.94B to $8.27B. Russo increased Netflix and Ashtead Group plc while reducing Comcast and dropping Alibaba Group Holdings during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle,...
Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
Summary Luxury brand Tapestry, which owns Coach and Kate Spade, has an attractive P/E ratio of sub-10x. But that doesn't make it a screaming buy. As an affordable luxury brand, it doesn't have the cushion that the likes of Hermes and LVMH do. Its demand slowdown and to a lesser ex...
Summary Much like other luxury stocks and even the broader markets, Cartier owner Richemont, has had a bad run in 2022. Additionally, though, its long-term performance also lags peers. Its operating margin is muted compared to peers, but with the sale of its lossmaking online plat...
Summary After the Annual General Meeting, most of Bluebell's proposals were rejected. However, there is a new distinctive director for Class A shareholders. Ynap sale is ongoing and the dividend was confirmed. We remain neutral. Last week, we did a deep dive into Com...
Summary Bluebell Capital Partners involvement - the next catalyst is in a week's time. Analyzing Farfetch-Ynap latest deal. Valuation is in line with Richemont's historical average on a P/E basis, which is neutral for now. Over the recent months, our internal team has be...
Deutsche Bank stayed positive on Richemont ( OTCPK:CFRHF ) following the YNAP asset sale with a Buy rating reiterated. Analyst Adam Cochrane noted the deal went off within the range of €1B to €2B being discussed by investors. He also said that given the sell-off in tec...
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After a challenging 2019, many market watchers anticipated a better diamond outlook in 2020 . The year did show promise early on with a number of large diamond discoveries , but COVID-19 lockdowns and the fallout from the global pandemic have weighed heavily on the sector. As Avi Krawi...