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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...
Summary Supportive Q3 sales thanks to EU tourism recovery and lower restrictions in China. Long-term outlook maintained. Still trading at a premium valuation. The neutral rating is confirmed. Today, Hermès International Société en commandite par action...
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 Gucci owner Kering SA's P/E ratio at sub-14x makes it highly attractive compared to peers like Hermes and LVMH, which are trading at over 40x and 20x, respectively. The company's resilience in downturns and recent performance are impressive. But Kering is vulnerable to a s...
Summary With a P/E ratio of over 40x, Hermes is highly valued even compared to other luxury peers, many of which have higher than average market multiples too. Its continued growth in Asia, despite China's slowdown and expanding margins even in an inflationary period, make it stan...
Hermes' Q2 results were impressive and the company managed to beat consensus expectations. Guidance maintained. The premium valuation is well deserved, but we remain neutral. The luxury group Hermès International Société en commandite par actions ([[HESAF]...
Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long-term. The Master Account, in which I am personally invested alongside SMA c...
Hermès produces and sells luxury goods from various categories and is the absolute leader in this space. The financial metrics are excellent in every aspect. Hermès is still under the effect of a temporary margin tailwind as an after effect of the pandemic. A reversi...
LVMH owns many of the world's leading luxury brands, including LV and Dior. LVMH has performed extremely well during the last few years on the back of effective marketing. Economic conditions are deteriorating but it is difficult to see where we go from here; importantly, we believe L...
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The effects of the COVID-19 pandemic have slammed most automakers' stocks. With factories closed for weeks, and the post-pandemic economy highly uncertain, investors have been very wary of these capital-intensive, low-margin businesses. Of course, as in so many things automotive, Ferrari (NY...
The presented market story on the Sandpaper Market announced via Market.us is a comprehensive analysis of the leading parameters that are likely to determine the growth of the sandpaper market in the forthcoming decade. Further, the study dives in deep to examine the micro and macro-economic p...
New York City, NY: May 13, 2020 – Published via (Wired Release):- “Market.us presents a new report titled Diethyltoluamide Market: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates and information related to future opp...