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2023-05-06 08:01:00 ET Summary Inside China's reopening trend. Why some companies continue to benefit from China's reopening, while others fade? Is China's economic rebound sustainable? China's reopening has given several sectors, such as the retail luxury se...
2023-05-05 11:54:18 ET Summary Christian Dior French holding company owns 41% of LVMH. LVMH has seen revenue grow at a CAGR of 12% in the last 8 years, driven by strong demand for luxury in Asia, which is set to continue. Although fashion is cyclical and prone to consumer tast...
2023-05-04 08:46:55 ET Summary Estee Lauder fell 17% after the earnings report due to a weak 2023 outlook. Even after the fall, the company's valuation remains expensive. Asia travel retail recovery is uncertain and will likely play out over multiple quarters. Introducti...
2023-05-01 15:13:21 ET Summary Investors are desperately in need of income due to the rapidly-rising cost of living in the United States. BlackRock Capital Allocation Term Trust invests in a portfolio that is split between common equity and fixed-income securities in order to prod...
2023-04-28 11:12:35 ET NYSE: LANV strong revenue growth. For further details see: Luxury goods retailer Chanel will reportedly not pursue IPO
2023-04-26 13:42:07 ET Summary Ulta Beauty has delivered years of strong growth over the past decade, and has demonstrated resilience even during times of economic weakness. The lipstick effect, and product range across various price points can help Ulta weather any recession. ...
2023-04-24 12:27:33 ET LVMH ( OTCPK:LVMUY ) stock soared to a new high on Monday, moving to an over $500B valuation. The modest gain on Monday extends CEO Bernard Arnault’s lead over Tesla CEO Elon Musk as richest man in the world and lifts the company to become the first Europea...
2023-04-22 00:15:00 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. A crisis-driven rotati...
2023-04-21 15:00:36 ET Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar ...
2023-04-21 05:30:00 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. The Strategy outperfor...
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2024-06-11 08:14:00 ET LVMH Moët Hennessy -- Louis Vuitton (OTC: LVMHF) (OTC: LVMUY) , more commonly referred to as LVMH, is one of the most valuable brands in the world. After a strong share price run over the past decade, the American depositary receipts for the luxury ...