LVMH (Moet Hennessy Louis Vuitton)

LVMUY-OTC

OTCMKTS:LVMUY

96.45
0.27 (0.28%)
LVMH Moët Hennessy Louis Vuitton SE, also known as LVMH, is a French multinational luxury goods conglomerate headquartered in Paris.
More at Wikipedia

Analysis and Opinions about LVMUY-OTC

Signal
Opinion
Expert
BUY
BUY
June 27, 2013

Great story. You have to remember that a fair chunk of the value is Louis Vuitton, not the other parts of the business. These stocks have underperformed lately because of the emerging markets. Thinks that over 50% of their business comes from emerging markets. Relative to its peers, it is in a much better situation as it has a broader brand base. Had a very large expansion plan over the last several years, expanding in the emerging markets area and CapX is slowing down and that should help them. Trading at about 14X earnings so not excessively expensive. Has the potential to go much higher.

Show full opinionHide full opinion

Great story. You have to remember that a fair chunk of the value is Louis Vuitton, not the other parts of the business. These stocks have underperformed lately because of the emerging markets. Thinks that over 50% of their business comes from emerging markets. Relative to its peers, it is in a much better situation as it has a broader brand base. Had a very large expansion plan over the last several years, expanding in the emerging markets area and CapX is slowing down and that should help them. Trading at about 14X earnings so not excessively expensive. Has the potential to go much higher.

TOP PICK
TOP PICK
April 9, 2013

The global leader in the luxury brands industry. They are in fashions, leather goods, spirits, jewellery, etc. They do retailing in all the duty-free stores in the big airports. Relatively recession resistant. Well-positioned to meet emerging and developed markets demand. Dividend yield of 2.74%.

Show full opinionHide full opinion

The global leader in the luxury brands industry. They are in fashions, leather goods, spirits, jewellery, etc. They do retailing in all the duty-free stores in the big airports. Relatively recession resistant. Well-positioned to meet emerging and developed markets demand. Dividend yield of 2.74%.

TOP PICK
TOP PICK
March 14, 2013

Luxury sector is relatively recession resistant. Quickly picks up as things improve. They are in many segments and well represented geographically. It is also a play on emerging markets. Trades in Milan and on the Pink Sheets in New York

Show full opinionHide full opinion

Luxury sector is relatively recession resistant. Quickly picks up as things improve. They are in many segments and well represented geographically. It is also a play on emerging markets. Trades in Milan and on the Pink Sheets in New York

Showing 16 to 18 of 18 entries