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Ali-Foreman of the 21st century: Winnie the pooh vs the richestChinese regulatory crackdown is an exceptionally interesting phenomenon. Recently it got even more interesting as Xi Jinping, probably expecting the necessity of Evergrande bailout, suggested smoothing excessive incomes. Surprising? No. Some growth of populism has been seen in General Secretary’s actions for at least a year. My prediction for upcoming months is simple: every time something good “happens” to Evergrande, the Communist Party will throw a punch at the wealthiest to show how much they regard the Chinese underpaid and overworked society. What does it mean for the European luxuries leader? In 2020, 34% of its revenues came from Asia excluding Japan (unsurprisingly, the majority of this 34% can be attributed to China). Adding the disappointing Chinese economic data to our equation, a decrease or LVMH’s revenues from Asia seems to be inevitable. Given that luxury goods are trading at a huge premium (that I don’t think I can justify) over the MSCI Europe, a short position on the industry leader looks very appealing. Just before posting this idea, I checked the analysts’ consensus on LVMH. Apparently, the vast majority of them are optimistic. Well, I am not.
MIL:1MCShort
by UnknownUnicorn27189777
LVMH (MC.PA)LVMH is a vastly diversified company with 75+ brands from fashion, jewelry, leather, cosmetics, perfumes, stores, alcohol, media and financial services. LVMH has a few of the most desirable luxury brands in the world in its portfolio. Inflation isn't a problem at all, but more a possible catalyst for the company: high-end luxury items are investments and collectables. LVMH had a good start in 2021: all business segments contributed to organic revenue growth. Please take a look here: r.lvmh-static.com LVMH overvaluation is not the specfic problem for LVMH, but for the entire stock market. The inflation is not the problem: luxury brands can increase the price. You should buy companies which can increase the price easily when the inflation is coming. LVMH is overvalued right now (5% -15%). It's not the right time to invest in this great company. Entry point could be around 570€. Own it, don’t trade it.
EURONEXT:MCShort
by mgiuliani
1
LVMH (MC.pa) bearish scenario:The technical figure Rising Wedge can be found in French company LVMH Moët Hennessy Louis Vuitton (MC.pa) at daily chart. LVMH Moët Hennessy Louis Vuitton commonly known as LVMH, is a French holding multinational corporation and conglomerate specializing in luxury goods, headquartered in Paris, France. The Rising Wedge has broken through the support line on 19/08/2021, if the price holds below this level you can have a possible bearish price movement with a forecast for the next 38 days towards 594.50 EUR. Your stop loss order according to experts should be placed at 716.60 EUR if you decide to enter this position. Risk Disclosure: Trading Foreign Exchange (Forex) and Contracts of Difference (CFD's) carries a high level of risk. By registering and signing up, any client affirms their understanding of their own personal accountability for all transactions performed within their account and recognizes the risks associated with trading on such markets and on such sites. Furthermore, one understands that the company carries zero influence over transactions, markets, and trading signals, therefore, cannot be held liable nor guarantee any profits or losses.
EURONEXT:MCShort
by legacyFXofficial
LVMH (MC.pa) bullish scenarioThe technical figure Pennant can be found in French company LVMH Moet Hennessy Louis Vuitton (MC.pa) at daily chart. LVMH is a French Holding multinational corporation and conglomerate specializing in luxury goods, headquartered in Paris, France. The Pennant has broken through the resistance line on 24/07/2021, if the price holds above this level you can have a possible bullish price movement with a forecast for the next 8 days towards 698.30 EUR. Your stop loss order according to experts should be placed at 635.10 EUR if you decide to enter this position. Risk Disclosure: Trading Foreign Exchange (Forex) and Contracts of Difference (CFD's) carries a high level of risk. By registering and signing up, any client affirms their understanding of their own personal accountability for all transactions performed within their account and recognizes the risks associated with trading on such markets and on such sites. Furthermore, one understands that the company carries zero influence over transactions, markets, and trading signals, therefore, cannot be held liable nor guarantee any profits or losses.
EURONEXT:MCLong
by legacyFXofficial
1
LVMH - fundamental - fair value: 305,8025/03/2021 19:30 -Markey cap: 279,848 Dividend: 279,848 * 1,08% = 3,022B MC's dividend payments are covered by earnings. 30/06/2020 Dividend yield: 1,2% 30/06/2020 Dividend per share: €4,8 Earnings per share: €8,793 -PE ratio < 25: 59,61 -Profit margin > 10%: 10,53% -Revenue growth past 5 years: yes (2020) 44,636m - (2016) 37,6m -Profit growth past 5 years: yes (2020) 4,702m - (2016) 3,981m -# shares outstanding declining: no. (2020) 504m - (2016) 502m -Current assets > current liabilities: yes TA 108,671> TC 69,842 -FCF growth: yes (2020) 8,378 - (2016) 3,971 -price to FCF: €305,80 If I missed something pls let me know I'm just 16 and just want to learn as much as I can. As much as I love LVMH my own research says the stock is overvalued. I hope I can help someone with this. sources: yahoo finance & documents-financiers-2020_va_v2 (search investor relations lvmh - documents)
MIL:1MC
by Vermeire
5