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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".

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Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

+1 (647) 276-0050

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John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)


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27. August 2021 | 13:36 CET

LVMH, Diamcor Mining, Daimler: Enduring stocks from the luxury segment

  • Diamonds
Photo credits:

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.

time to read: 3 minutes by Nico Popp
ISIN: LVMH EO 0_3 | FR0000121014 , Diamcor Mining Inc. | CA2525312070 , DAIMLER AG NA O.N. | DE0007100000



Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

LVMH: It is all here!

When investors think of luxury, LVMH usually comes to mind. This train of thought is also very obvious - after all, the Company stands for Louis Vuitton, Hennesy, Dior, Kenzo, Tiffany, TAG Heuer, Bulgari and many more. In 2021, the Company and the share benefited from good sales figures. US Americans and Asians, in particular, were willing to pay a lot for luxury. Even compared to the pre-Corona quarter of 2019, sales were up strongly. Traditionally strong at LVMH is the leather goods business. However, some time ago, the Company also landed Tiffanys, one of the most coveted jewelry brands in the world.

It is above all the extensive brand portfolio that makes LVMH so attractive. Even with luxury brands, business is cyclical. What was once fashionable loses its appeal again or comes back after a while. LVMH does not have to be afraid of this cyclicality. First, it is already well positioned, and second, it has every opportunity to buy up-and-coming brands and position them accordingly. However, after years of gains, the stock is now expensive again. Investors should remain relaxed around LVMH. The title is only interesting in the case of weakness.

Diamcor Mining: Solid diamonds with growth fantasy

A smaller company that is less known to investors, but still benefits from the luxury boom, is Diamcor Mining. The Canadians operate in South Africa in the middle of a diamond district. They are advancing their Krone-Endora project adjacent to the Venetia mine, De Beers' flagship project. In July, Diamcor sold diamonds totaling 2,989.54 carats, generating CAD 744,085 in revenue. By September, the Company plans to increase production significantly and is targeting up to 100% higher sales. In general, the Company emphasizes the excellent growth potential and points out that about 95% of the property in South Africa still has room for further exploration.

Diamcor's stock has nearly tripled in value between May and early August, which should put it on the to-do lists of many investors. While Diamcor's obvious growth appears already priced in, diamond sales and associated cash flow also provide room for further exploration. The stock may become interesting on weakness. Producers of diamonds are rare on the stock market, and Diamcor's combination of production and exploration is fundamentally interesting.

Daimler: Luxury and innovation

Daimler is a stock that can be found in many theme indexes around luxury, although it comes from a different industry. The Swabians offer high-quality vehicles for every taste. Whether it is a G-Class or S-Class or even a Maybach in extra length - only a few brands in the world can hold a candle to Daimler when it comes to luxury. But what about innovative strength? While classic luxury goods thrive on brands and emotions, what counts for cars is what is "under the hood." Here, too, Daimler can score points. Topics such as electromobility and assistance systems through to autonomous driving - Daimler is nowhere near as out of the loop as it seemed a few years ago. The Swabians simply do not show things off until they are just about ready for series production. The counterexample is Tesla - the Company recently mused about manufacturing robots that they could produce themselves in the future - for a better illustration, people in robot costumes danced across the stage. Daimler is a promising stock that also has luxury spunk. Recently, however, the chart showed a top formation - some resistances lurk between EUR 70 and 80. There is no tremendous pressure to act around the share.

Luxury never runs out of steam - this is a now well-worn headline around the sector. But the phrase is true - the price of LVMH over the years speaks volumes. Currently, the LVMH share seems a bit expensive. The same is true of Daimler's share price, which has recently left the fast lane. Diamcor is a promising miner of gemstones with growth potential, and the market has already anticipated this potential. However, with a valuation of around EUR 15 million, the share does not appear too expensive.


Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

17. September 2021 | 12:16 CET | by Stefan Feulner

LVMH, Diamcor, BYD - Consumption without limit

  • Diamonds

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".


06. September 2021 | 12:17 CET | by Armin Schulz

Paion, Diamcor, DeFi Technologies - This is where the music plays

  • Diamonds

After the Fed announcements, the DAX and Dow moved sideways, despite a rise at the beginning of last week. Many stocks in these indices are now also considered fundamentally expensive if one follows the standard work of fundamental analysis by the Graham and Dodd Model, which roughly speaking sees a fair value for stocks with a price-earnings ratio of a maximum of 15. If you want to bring performance into your portfolio, you need stocks that are not in the direct focus of analysts. If there is an interesting story behind it, you can get a booster in your portfolio at an early stage. Today, we highlight three shares with interesting news and stories.


31. August 2021 | 10:37 CET | by Fabian Lorenz

Sales explosion? Novavax and Diamcor on the trail of BioNTech

  • Diamonds

When companies suddenly report strong jumps in sales, investors should take a closer look. On the one hand, there may be considerable opportunities for share price gains. On the other hand, it must also be checked whether the development is sustainable or whether it is a one-off or seasonal event. BioNTech has impressively shown that the Company and the share can profit from a sudden increase in sales. Who is next? Investors should take a closer look at the vaccine developer Novavax and the diamond producer Diamcor - it could be worthwhile.