Compagnie Financiere Richemont SA

Compagnie Financiere Richemont is engaged in the luxury goods market. Co.'s interests encompass some names such as Cartier, Van Cleef & Arpels, Piaget, Vacheron Constantin, Jaeger-LeCoultre, IWC, Alfred Dunhill, Montblanc and Net-a-Porter. Co.'s luxury goods businesses are separated into four segments: Jewellery Maisons (design, manufacture and distribution of jewellery products), Specialist Watchmakers (design, manufacture and distribution of precision timepieces), Montblanc Maison (design, manufacture and distribution of writing instruments) and Other Businesses (Alfred Dunhill, Lancel, ChloA(c), Net-a-Porter, Purdey, textile brands and other manufacturing entities).
  • TickerCFR
  • ISINCH0210483332
  • ExchangeSix Swiss Exchange
  • SectorPersonal Goods
  • CountrySwitzerland

Analysts

1 director bought

A director at Compagnie Financiere Richemont Sa bought 159,264 shares at 79.292CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rule...

Jelena Sokolova

Morningstar | Richemont Set to Benefit From Strength of Its Brands and Operating Leverage in Watchmaking Unit

Wide-moat Richemont is the number-two global luxury goods conglomerate by revenue. Over the years, the group has amassed and developed a portfolio of very successful global brands, mostly in the hard luxury segment. Despite more pronounced cyclicality, hard luxury goods benefit from much longer product cycles and lower fashion risk. Most of the group’s brands are at least a century old, have iconic collections lasting 40-80 years, and have historically commanded significant pricing power. Prices of more than $5,000 for most of Richemont’s watch brands and the prestige value attached to them pr...

Jelena Sokolova

Richemont Set to Benefit From Strength of Its Brands and Operating Leverage in Watchmaking Unit

We are maintaining our wide-moat rating and fair value estimate of CHF 91 for Richemont shares after the company reported full-year results. Revenue was a little higher than we expected (27% growth including acquisitions and 8% excluding acquisitions versus 25% and 6% in our forecast). Operating profit was 3% below our forecasts largely driven by higher-than-expected losses in online and other divisions (which include fashion and leather brands). Richemont’s jewellery category continues to perfo...

Loic Morvan

RICHEMONT: New Cartier jewellery line, Clash, started very well | BUY | CHF85 vs. CHF87 (+16%)

RICHEMONT - BUY | CHF85 vs. CHF87 (+16%) New Cartier jewellery line, Clash, started very well FY revenue up 8% organically Growth driven by APAC We expect 8% sales growth for FY 2019/20 Buy maintained, FV at CHF85 vs CHF87

Jelena Sokolova

Morningstar | Richemont's Results Broadly As Expected, Investment Thesis Is Intact; Shares Attractive

We are maintaining our wide-moat rating and fair value estimate of CHF 91 for Richemont shares after the company reported full-year results. Revenue was a little higher than we expected (27% growth including acquisitions and 8% excluding acquisitions versus 25% and 6% in our forecast). Operating profit was 3% below our forecasts largely driven by higher-than-expected losses in online and other divisions (which include fashion and leather brands). Richemont’s jewellery category continues to perform strongly with 10% growth during the fiscal year (versus its luxury jewellery category growth of ...

Jelena Sokolova

Morningstar | Richemont Set to Benefit From Strength of Its Brands and Operating Leverage in Watchmaking Unit

Wide-moat Richemont is the number-two global luxury goods conglomerate by revenue. Over the years, the group has amassed and developed a portfolio of very successful global brands, mostly in the hard luxury segment. Despite more pronounced cyclicality, hard luxury goods benefit from much longer product cycles and lower fashion risk. Most of the group’s brands are at least a century old, have iconic collections lasting 40-80 years, and have historically commanded significant pricing power. Prices of more than $5,000 for most of Richemont’s watch brands and the prestige value attached to them pr...

Jelena Sokolova

Richemont Set to Benefit From Strength of Its Brands and Operating Leverage in Watchmaking Unit

We are maintaining our wide-moat rating and fair value estimate of CHF 91 for Richemont shares after the company reported full-year results. Revenue was a little higher than we expected (27% growth including acquisitions and 8% excluding acquisitions versus 25% and 6% in our forecast). Operating profit was 3% below our forecasts largely driven by higher-than-expected losses in online and other divisions (which include fashion and leather brands). Richemont’s jewellery category continues to perfo...

Loic Morvan

RICHEMONT: New Cartier jewellery line, Clash, started very well | BUY | CHF85 vs. CHF87 (+16%)

RICHEMONT - BUY | CHF85 vs. CHF87 (+16%) New Cartier jewellery line, Clash, started very well FY revenue up 8% organically Growth driven by APAC We expect 8% sales growth for FY 2019/20 Buy maintained, FV at CHF85 vs CHF87

Jelena Sokolova

Morningstar | Richemont's Results Broadly As Expected, Investment Thesis Is Intact; Shares Attractive

We are maintaining our wide-moat rating and fair value estimate of CHF 91 for Richemont shares after the company reported full-year results. Revenue was a little higher than we expected (27% growth including acquisitions and 8% excluding acquisitions versus 25% and 6% in our forecast). Operating profit was 3% below our forecasts largely driven by higher-than-expected losses in online and other divisions (which include fashion and leather brands). Richemont’s jewellery category continues to perform strongly with 10% growth during the fiscal year (versus its luxury jewellery category growth of ...

Jelena Sokolova

Richemont's Results Broadly As Expected, Investment Thesis Is Intact; Shares Attractive

We are maintaining our wide-moat rating and fair value estimate of CHF 91 for Richemont shares after the company reported full-year results. Revenue was a little higher than we expected (27% growth including acquisitions and 8% excluding acquisitions versus 25% and 6% in our forecast). Operating profit was 3% below our forecasts largely driven by higher-than-expected losses in online and other divisions (which include fashion and leather brands). Richemont’s jewellery category continues to perfo...

1 director bought

A director at Compagnie Financiere Richemont Sa bought 159,264 shares at 79.292CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rule...

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