Ontvang nu dagelijks onze kooptips!

word abonnee
Van beleggers
voor beleggers
desktop iconMarkt Monitor

Forum LVMH FR0000121014

Koers (eur) |
611,300  
Range | 606,10 - 617,70
-12,700   (-2,04%)
Volume
499.293
Bied
611,200
Laat
613,000

LVMH - dominant in luxe

269 Posts
Pagina: «« 1 ... 9 10 11 12 13 14 »» | Laatste | Omlaag ↓
  1. forum rang 6 Dividend Collector 2 september 2025 18:13
    HSBC upgrades LVMH stock to Buy on Dior’s creative potential

    Investing.com - HSBC upgraded LVMH (OTC:LVMUY), a prominent player in the luxury goods industry with a market capitalization of $298 billion, from Hold to Buy and raised its price target to EUR625.00 from EUR535.00, citing expectations for a meaningful rebound at Dior starting in Q2 2026. According to InvestingPro analysis, the company maintains strong financial health with impressive gross profit margins of 66%.
  2. forum rang 6 Dividend Collector 7 september 2025 12:44
    seekingalpha.com/article/4817875-lvmh...

    Summary
    LVMH is trading near post-pandemic lows yet maintains strong free cash flow and robust brand value despite recent market weakness.

    Current valuation is attractive, with FCF multiples near decade lows and a solid financial position, offering a compelling entry point for long-term investors.

    Upcoming rate cuts and China's economic stimulus are likely catalysts for recovery, boosting discretionary spending and tourism, which are key for LVMH's growth.

    Given conservative valuation assumptions and significant compounding potential, I rate LVMH a Buy at current levels for both margin of safety and upside.

    Conclusions
    Overall, LVMH seems fairly valued now for a nice compounding potential going forward. With rate cuts and a potential improvement in the environment, I believe this is a good price to rate them a Buy at, as the upside in case the market gets them back to more average ratios could be quite significant, on top of the company’s own potential to compound again. The valuation used was quite conservative given the company’s excellent track record, and it wouldn’t be hard to see them deliver better results. Given the margin of safety/discount it already assumes, I believe the current price is quite attractive.
269 Posts
Pagina: «« 1 ... 9 10 11 12 13 14 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.