Opinions
Lorne Steinberg
Kering SA
KER-E
TOP PICK
Oct 20, 2023
N/A
Stock price when the opinion was issued
clothing
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Top luxury brands business in Europe (Gucci etc.) New luxury fragrance acquisition very attractive. Trading at 15x earnings. Large margins on products very good for cash flow. Double digit revenue growth. ~3% dividend yield. Trading at discount to peers like LVMH.