LVMH EO 0_3
Commented by Nico Popp on January 17th, 2022 | 12:14 CET
LVMH, Diamcor, Daimler: Luxury is more than champagne, Tesla or S-Class
What constitutes luxury is in the eye of the beholder. For some people, even a terraced house in a major German city is luxury, others focus on leisure, and for others still, it has to be jewelry or diamonds. Even though there are different ideas of luxury, there are companies that perfectly reflect the desire for something special - and are thus suitable as an investment. We present three stocks.
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Commented by Stefan Feulner on January 3rd, 2022 | 08:50 CET
BYD, Diamcor, LVMH - Impressive growth
Despite the Corona pandemic, travel bans and closed stores due to several lockdowns, demand for luxury goods continues unabated. Now add rising inflation to the mix. Tangible assets such as shares, precious metals and jewelry are the best protection against currency devaluation. The purchase of diamonds is growing in popularity. The choice of listed companies on the stock exchange is small.
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Commented by Nico Popp on December 9th, 2021 | 05:01 CET
LVMH, Diamcor Mining, Porsche: Luxury as a safe bank
Christmas is the season for gift-giving. Especially towards the end of the year, we like to give our loved ones, business partners, and friends gifts. The last quarter is traditionally strong for shares from the consumer goods sector. Jewelry manufacturers also benefit from the end of the year. Since consumers like to give gifts regardless of the economy, and luxury, in particular, can be a bit of a cyclical business, we present stocks from this sector.
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Commented by André Will-Laudien on October 26th, 2021 | 12:27 CEST
LVMH, Diamcor Mining, TUI, Carnival - Another lockdown or profit explosion?
The poor are getting poorer, and the rich are getting richer. Demographic studies suggest that in Europe, especially Germany, large sections of the population will be affected by poverty in old age. The reason: falling income in real terms due to high inflation, especially for everyday goods. The official inflation rate of the central banks is window dressing because the hedonically calculated indices include, for example, increases in the performance of mobile devices and thus compensate for the exploding prices of energy and food. Luxury is a particular area of consumption that tends to be attributed to the privileged tiers of the population. Here, the increase in prosperity is supported by inflation on the income side and enables the suppliers of luxury goods to achieve sustained high growth rates.
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Commented by Stefan Feulner on October 12th, 2021 | 10:45 CEST
LVMH, Diamcor, Porsche - Demand skyrockets
"I have never hated a man so much that I would have given him back his diamonds," Zsa Zsa Gabor is said to have once remarked. Yet the movie star was married no fewer than eight times. The demand for precious stones is increasing, not only because of more marriages but also because of the fear of inflation and currency devaluation. The diamond industry is experiencing increasing demand, especially from the Arab world, the newly strengthened Chinese middle class and India.
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Commented by Stefan Feulner on September 17th, 2021 | 12:16 CEST
LVMH, Diamcor, BYD - Consumption without limit
The gap between rich and poor is widening in Germany. The Corona pandemic has further exacerbated the situation. More than 13 million people, around 16% of the population, were below the poverty line and had to live on EUR 781 or less. In contrast, the number of millionaires in the Federal Republic continued to rise from 1.47 million to the current figure of 1.54 million. Due to the sudden rise of the nouveau riche, consumption and the purchase of luxury goods are also rising. After all, expensive cars, watches and diamonds are essential for prestige, to be able to show one's "wealth".
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Commented by Nico Popp on August 27th, 2021 | 13:36 CEST
LVMH, Diamcor Mining, Daimler: Enduring stocks from the luxury segment
Fancy watches, sparkling necklaces or a classy bag - in dreary times, people with money like to enjoy luxury items. Even though the Corona Crisis initially hurt the industry - after all, luxury goods are typically purchased while traveling - the sector is once again on the upswing. Asian customers, in particular, are keen to treat themselves. China's emerging middle class is so large that even large luxury companies are ringing the cash register. We take a look at three shares from the sector.
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Commented by André Will-Laudien on April 21st, 2021 | 09:33 CEST
RYU Apparel, Aston Martin, LVMH - Finding the right style in the boom!
Crazy stock market days these are! No sooner had Coinbase gained the listing on NASDAQ than cryptocurrencies peaked at a massive turnover and the stock market goes into reverse. Everything that was saddled up in a month, bitcoin had lost in just 48 hours. But volatility is currently a well-known phenomenon, and so far, everything has gone well. The technology stocks hold the flag high, and the NDX could make up a handsome 15% in just 6 weeks; the new high is now 14,065 points. However, it is shaky in airy height because the last real correction was already 2 months ago. Today we are looking at the style and luxury industry because it is often suitable for reducing the volatility in the portfolio thanks to its stable earnings.
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Commented by Nico Popp on January 7th, 2021 | 09:30 CET
Alibaba, GS Holdings, LVMH: Growth markets in Asia
Asia is a vast market. In the coming years, millions of people in China and other Asian countries will become wealthy. Even modest prosperity can lead to huge returns on the stock market. The reason: the emerging middle class increasingly treats itself to electrical goods, restaurant visits or even the odd luxury item. For luxury goods manufacturers such as LVMH, Asia has long been one of the most significant growth markets. Alibaba has successfully adapted Amazon's shopping concept for the Asian market and offers excellent long-term growth opportunities. GS Holdings operates food courts in Singapore and is also active as a service provider for all aspects of gastronomy.
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