LVMH Moet Hennessy Louis Vuitton SE

LVMH Moet Hennessy Louis Vuitton is a manufacturer and retailer of luxury goods. Co. offers champagne and wines, cognac and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelery; and is engaged in selective retailing. Its operations are organized along five business segments: Wine and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelery, and Selective Retailing. Co. is also engaged in other activities (Media with Les Echos group, La Samaritaine and Luxury yacht with Royal Van Lent). Some of Co.'s brands are Moet & Chandon, Dom Perignon, Louis Vuitton, Fendi, Donna Karan, Parfums Christian Dior, Guerlain, Parfums Givenchy, and TAG Heuer.
  • TickerMC
  • ISINFR0000121014
  • ExchangeEuronext Paris
  • SectorPersonal Goods
  • CountryFrance

Analysts

1 director sold

A director at LVMH Moet-Hennessy Louis Vuitton sold 9,000 shares at 318.375EUR and the significance rating of the trade was 71/100. 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 rules. ...

LVMH - Assemblée générale des actionnaires du 18 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Jelena Sokolova

Morningstar | Strong Luxury Brands Across Product Categories Position LVMH Well for Resilient Growth

We believe that a portfolio of strong leading brands in several luxury niches grants LVMH a wide moat and should allow it to generate economic profits well into the future.In fashion and leather goods (over half of the company’s profits), LVMH’s brand intangible assets are backed by the 100-plus-year-old globally recognized Louis Vuitton brand, with long product cycles and fully controlled distribution, as well as several smaller but still iconic brands, including Fendi and Loro Piana. In wines and spirits (16% of profits), LVMH benefits from strong market share and brand recognition in conspi...

Jelena Sokolova

Strong Luxury Brands Across Product Categories Position LVMH Well for Resilient Growth

We don’t expect significant changes to our fair value estimate of EUR 231 per share for wide-moat LVMH after the company reported full-year results broadly in line with our expectations. Revenue came a little lighter and profits slightly stronger than we expected. In the fourth quarter, organic growth was 9% versus 11% over the first nine months of the year, with the slight deceleration mainly driven by the U.S. market (5% growth in the quarter versus 10% over the first nine months). Selective r...

LVMH – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jelena Sokolova

Morningstar | Strong Luxury Brands Across Product Categories Position LVMH Well for Resilient Growth

We believe that a portfolio of strong leading brands in several luxury niches grants LVMH a wide moat and should allow it to generate economic profits well into the future.In fashion and leather goods (over half of the company’s profits), LVMH’s brand intangible assets are backed by the 100-plus-year-old globally recognized Louis Vuitton brand, with long product cycles and fully controlled distribution, as well as several smaller but still iconic brands, including Fendi and Loro Piana. In wines and spirits (16% of profits), LVMH benefits from strong market share and brand recognition in conspi...

Jelena Sokolova

Strong Luxury Brands Across Product Categories Position LVMH Well for Resilient Growth

We don’t expect significant changes to our fair value estimate of EUR 231 per share for wide-moat LVMH after the company reported full-year results broadly in line with our expectations. Revenue came a little lighter and profits slightly stronger than we expected. In the fourth quarter, organic growth was 9% versus 11% over the first nine months of the year, with the slight deceleration mainly driven by the U.S. market (5% growth in the quarter versus 10% over the first nine months). Selective r...

Jean-Christophe Dourret

LVMH : LVMH - 8 Fev 2019

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Jean-Christophe Dourret

LVMH : LVMH - 8 fev 2019

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Jelena Sokolova

Morningstar | LVMH's Results Solid With Strong Fashion and Leather Goods Division; Maintaining FVE

We don’t expect significant changes to our fair value estimate of EUR 231 per share for wide-moat LVMH after the company reported full-year results broadly in line with our expectations. Revenue came a little lighter and profits slightly stronger than we expected. In the fourth quarter, organic growth was 9% versus 11% over the first nine months of the year, with the slight deceleration mainly driven by the U.S. market (5% growth in the quarter versus 10% over the first nine months). Selective retailing slowed in the quarter to 3% growth (versus 8% in the first nine months) with some weakenin...

1 director sold

A director at LVMH Moet-Hennessy Louis Vuitton sold 9,000 shares at 318.375EUR and the significance rating of the trade was 71/100. 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 rules. ...

Charles Lepetitpas ...
  • Emmanuel Matot
  • Léopold Authié
  • Manuel Martin
  • Nicolas David
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/11/2018

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Charles Lepetitpas ...
  • Emmanuel Matot
  • Léopold Authié
  • Manuel Martin
  • Nicolas David
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/10/2018

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Alexandre Iatrides ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emira Sagaama
  • Georges Dieng
  • Igor Kim, CFA
  • Johanna Jourdain
  • Léopold Authié
  • Matthias Desmarais
  • Nicolas Kieffer
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Stephane Houri
  • Veysel Taze
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/25/2018

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Alexandre Iatrides ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emira Sagaama
  • Georges Dieng
  • Igor Kim, CFA
  • Johanna Jourdain
  • Léopold Authié
  • Matthias Desmarais
  • Nicolas Kieffer
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam, CFA
  • Stephane Houri
  • Veysel Taze
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/07/2018

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Due to a more favourable environment, LVMH slightly increases to Neutral

LVMH (FR), a company active in the Clothing & Accessories industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as moderately risky. At the fundamental level, theScreener confirms the rating of 1 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Neutral even if it remains under pressure. As of the analysis date October 26, 2018, the closing price was EUR 262.45 and its target price was estimated at EUR 249.33.

Ng Adrian

LVMH

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Ng Adrian

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Ng Adrian

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Ng Adrian

LVMH

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Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/LVMH and Dutch NPS law

LVMH (MCFP) reported 3Q18 yesterday after close of business. Revenue in 3Q18 increased 10% YoY to €11,379m with organic growth of 10% against a tough comparison base while continuing the strong momentum of the first half (1Q18: +13%, 2Q18: +11%, 3Q17: +12%). Revenue and organic growth were both in line with consensus. For the first nine months revenue was up 10% with organic revenue growth of 11% or 13 % when excluding the impact of the concession closures in Hong Kong. Currencies had a negative impact of 5%, while the structural impact was +4% due to the consolidation of Christian Dior Coutur...

MarketLine Department

Pernod Ricard SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Pernod Ricard SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Pernod Ricard SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key H...

MarketLine Department

Compagnie Financiere Richemont SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Compagnie Financiere Richemont SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Compagnie Financiere Richemont SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustai...

MarketLine Department

Inter Parfums SA - Strategy, SWOT and Corporate Finance Report

Inter Parfums SA - Strategy, SWOT and Corporate Finance Report Summary Inter Parfums SA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Inter Parfums SA (Inter Parfums) is a manufacturer of perfumes and cosmetics products. The company manufactures and distributes perfumes through license agreements with leading brands in the ready-to-wear, fashion, jewelry and ...

LVMH - Assemblée générale des actionnaires du 18 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

LVMH – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jehanne Leroy

Proxy Report - 12/04/2018

The company’s disclosure on the 2017 and 2018 remuneration remain as weak as previously pointed out, and way below French and European practices. Regarding the 2017 remunerations, the company is one of the last CAC 40 companies that do not disclose achievement rates of the annual bonus. It is also one of the last CAC 40 companies to measure LTI performance over 2 years only. Regarding the 2018 remuneration policy, the company does not disclose the LTI to be granted performance conditions (and if they are identical to the previous plans, they will not be challenging). Moreover, maximum remuner...

Jehanne Leroy

Proxy Report - 12/04/2018

La communication de la société en termes de rémunérations attribuées ou attribuables ne change pas et reste désespérément inférieures aux pratiques du marché français et européens. En effet, concernant les rémunérations attribuées en 2017, la société est l’un des seules sociétés du CAC 40 à ne pas communiquer les taux de réalisation des critères du bonus annuel et à mesurer les conditions de performance attachées à ses plans d’actions gratuites sur une période inférieure à 3 années. Concernant les rémunérations attribuables au titre de 2018, la société n’annonce pas les futures conditions de ...

Etude de l'AG du 13/04/2017

Le renouvellement de la convention entre la Société et Groupe Arnault est de nouveau proposé. Le montant s'élève à 5,52 M€ en 2016 pour un montant total de 46,7 M€ sur 9 ans. Par ailleurs, le groupe participe (indirectement) habituellement au vote, alors qu'il y est directement intéressé.La Société propose le renouvellement de 6 administrateurs dont 4 sont non indépendants ce qui pose un problème de taux d'indépendance du Conseil (40%).De plus, plusieurs d'entre eux présentent un cumul de mandats. En outre, le renouvellement d'un censeur et l'élection de 2 nouveaux sont proposées. En matière d...

Matthieu DRIOL

Short term view - LVMH : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €257.96. The bearish trend would be challenged above €313.70.

Matthieu DRIOL

Analyse court terme - LVMH : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 257,96 €. La tendance baissière serait remise en cause au-dessus de 313,70 €.

Matthieu DRIOL

Analyse court terme - LVMH : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 257,96 €. La tendance baissière serait remise en cause au-dessus de 313,70 €.

Matthieu DRIOL

Short term view - LVMH : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €257.96. The bearish trend would be challenged above €313.70.

Valérie GASTALDY

Medium term view - LVMH : The recent fall is getting more vigorous.

The trend is bullish. The recent fall is getting more vigorous. The next support is at €233.40. A break below €233.40 would challenge the trend.

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