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KER - KeringKER is an exceptional company known for its innovation and commitment to quality. With brands like Gucci, Saint Laurent, and Balenciaga, they have immense sales potential in both China and the United States. Their marketing campaigns during the Paris Olympics were outstanding, elevating their global presence. Bravo KER! Profit Margin at 11%. Trading at 52% below estimate of its fair value Earnings are forecast to grow 12% per year Trading at good value compared to peers and industry
EURONEXT:KERLong
by Maximus20000
So glad I didn't sell after a +20% gain. Now up +30% Zalando Tweaks Strategy After Revenues Dip 1.9% in 2023 In 2023, Zalando's revenues dropped by 1.9% to 10.1 billion euros, with GMV slipping by 1.1% to 14.6 billion euros, indicating weak online fashion demand. However, adjusted full-year EBIT increased to 350 million euros from 185 million euros, leading to a 1.7 percentage point rise in EBIT margin. Zalando plans to enhance its B2B business by opening its logistics and services to brands and retailers, while focusing on quality and lifestyle propositions for consumers. This new strategy aims to achieve 5-10% compound annual growth in revenues and GMV over the next five years, with a target of covering 15% of the European fashion market by 2028. Trading at 84.4% below our estimate of its fair value Earnings are forecast to grow 27.31% per year Earnings grew by 1966% over the past year
XETR:ZALLong
by Maximus20000
Moncler: A Stylish Investment on the RiseHello investors, In this report, we dissect the financial intricacies of a prominent stock, leaving no detail unexplored. From market capitalization and price-to-earnings ratio to revenue conversion and cash reserves, we analyze every facet to equip you with strategic insights. We'll go beyond the numbers and charts, painting a vivid picture of the company's financial health. Moreover will be also sharing with you at the end what is my personal expert opinion and future outlook for the financial details of Moncler. Moncler is a luxury fashion company with a market capitalization of 16.875 billion EUR. It currently trades at a Price to Earnings (P/E) ratio of 31.05, which indicates that investors are willing to pay 31.05 times the company's earnings per share (EPS). The current Basic EPS (TTM) stands at 2.01 EUR. Now, let's dive into the Revenue to Profit Conversion for the year 2022: - Total revenue: 100% - Gross profit: 68% - EBITDA: 40% - Net income: 23% The Revenue to Profit Conversion indicates that Moncler is generating a reasonable amount of revenue, but the conversion of that revenue into profits is somewhat lower. This could be an area of concern for investors, as a higher gross profit and net income conversion would generally be preferred. Next, let's examine Moncler's financial health based on key financial metrics for the years 2018 to 2022: - Debt: The company's debt has increased over the years, reaching 912.78 million EUR in 2022. This increasing debt level is a point of caution and needs to be monitored closely, as it may affect the company's financial flexibility. - Free Cash Flow: Moncler has shown a fluctuating trend in free cash flow, with significant variations from year to year. While the H1 2023 free cash flow stands at 492.72 million EUR, this could impact the company's ability to invest in growth opportunities or return value to shareholders. - Cash and Equivalents: Moncler has maintained a relatively stable level of cash and equivalents over the years, which provides a degree of liquidity and financial strength. Now, let's analyze the Financial Position based on the figures from 2022: - Short-term Assets: 1.62 billion EUR - Short-term Liabilities: 963.71 million EUR - Long-term Assets: 3.02 billion EUR - Long-term Liabilities: 773.31 million EUR Moncler's financial position seems relatively strong, with a higher value of assets compared to liabilities, both in the short and long term. However, it's important to keep an eye on the company's debt levels and how they might impact its financial position in the future. Regarding the company's earnings per share (EPS) history and projections: - EPS in 2020: 1.18 EUR - EPS in 2021: 1.53 EUR - EPS in 2022: 2.24 EUR - H1 2023: 0.54 EUR Moncler has shown an increasing trend in EPS, which is generally positive. However, the H1 2023 EPS has seen a decline compared to the previous year. This dip could be due to various factors, and it's crucial to closely monitor the reasons behind it to assess its potential impact on future performance. Now, let's review the financial statements for H1 2022, H2 2022, and H1 2023: - H1 2022: - Total revenue: 918.38 million EUR - Gross profit: 576.21 million EUR - Operating income: 180.17 million EUR - Pretax income: 168.54 million EUR - Net income: 211.25 million EUR - H2 2022: - Total revenue: 1.68 billion EUR - Gross profit: 1.19 billion EUR - Operating income: 594.38 million EUR - Pretax income: 578.79 million EUR - Net income: 395.44 million EUR - H1 2023: - Total revenue: 1.14 billion EUR - Gross profit: 731.59 million EUR - Operating income: 217.79 million EUR - Pretax income: 206.47 million EUR - Net income: 145.35 million EUR Moncler's financial statements show an overall positive trend in revenue, gross profit, and net income. However, the H1 2023 figures indicate a decline in net income compared to H2 2022. It's essential to assess the reasons behind this decline and evaluate whether it's a short-term setback or a potential cause for concern. Future Outlook: As for me, my rating for Moncler stock would be cautiously optimistic. The company has demonstrated strong financials, stable cash reserves, and a consistent revenue stream. The increasing EPS until 2022 indicates growth and profitability. However, there are some concerns that need to be closely monitored. The rising debt level and fluctuating free cash flow could impact the company's ability to invest in growth initiatives or handle unforeseen economic challenges. The decline in H1 2023 net income raises questions about the company's performance during this period. To make a more accurate assessment, it's crucial to investigate the reasons behind this decline and evaluate the company's strategies for addressing potential challenges. In conclusion, Moncler appears to be a solid luxury fashion company with growth potential, but potential investors should conduct thorough research and analysis to make informed decisions. The financial health and future outlook should be continually monitored, considering the evolving market conditions and economic landscape. Disclaimer : Please note that the future behavior of the stock is subject to market volatility, industry trends, and global economic conditions. I highly recommend you guys staying updated with the company's quarterly reports and financial statements for a more accurate evaluation of its performance and prospects. Additionally, all of the information that I used can be found in the trading view app related to MONC financial details.
MIL:MONC
by lucasbasoglu
Luxury Fashion Stocks: LVMH Pushing Industry to New HeightsThe luxury fashion industry is looking to experience more growth in 2023. According to the latest reports, the sector is projected to grow a further 5-10% until the end of the year. This growth can be attributed to a number of factors, including an increase in disposable income among luxury consumers, an even bigger shift towards online shopping. In terms of annual revenue, the American luxury goods market significantly outperforms other countries, amassing approximately 65 billion U.S. dollars in 2020. Coming in second place is the Chinese luxury goods sector, which generated nearly 39 billion U.S. dollars. Japan, France, and Germany trail behind these two market leaders. Projections suggest that revenue in these markets will persist in growing. In the U.S., it is anticipated that revenue will climb to approximately 81.5 billion U.S. dollars by 2025. How do Fashion Stocks Perform? In terms of stock performance, EURONEXT:MC and EURONEXT:CDI are two of the top luxury fashion stocks that you should consider investing in 2023. LVMH has seen steady growth over the past few years and is expected to continue its upward trajectory due to its strong brand recognition and customer loyalty. The company has also made strategic investments in digital marketing and e-commerce platforms which have helped it remain competitive in a rapidly changing market. The company thrives on the growing population of millionaires and billionaires. It is a highly regarded business characterized by robust and expanding profit margins, minimal debt, insider acquisitions, rising dividends, and increasing revenue. EURONEXT:CDI has also seen positive returns over the past few years but has been more volatile than LVMH due to its smaller size and lesser brand recognition. However, CDI's focus on innovation and new product development could help it gain market share in 2023 as customers become more open to trying new products from lesser-known brands. A recent meltdown in May where luxury stocks suffered a $30 Billion loss in a single day due to demand worries has not dampened spirits. The impressive surge in luxury goods stocks throughout the year, driven by global demand and especially from China, experienced a serious setback, erasing over $30 billion. Most luxury stocks have bounced back since. Overall, both EURONEXT:MC and CDI are well-positioned for success in 2023 given their strong financials, customer loyalty, innovative product offerings, and strategic investments in digital marketing and e-commerce platforms. You should consider both stocks as they offer different levels of risk/reward potential depending on individual investor preferences. Elon Musk, the founder of Tesla, and Bernard Arnault, the CEO and majority stakeholder of LVMH Moet Hennessy Louis Vuitton SE, enjoyed a midday meal together at Cheval Blanc, the upscale hotel chain that operates under the LVMH umbrella. What they discussed is private, but LVMH is a major social media advertiser and Twitter of which Mr Musk is the owner, is in need of a lot of advertising revenue. However, you choose to perceive this news I am very bullish on $EURONEXT:MC.
EURONEXT:MCLong
by kalphas
1
Goldman says that the VFC stock has the potential to surgeThe VFC stock seems to be undervalued based on its Price/Sales and Price/Book ratios, and the fact that institutional investors hold a large stake in the company suggests that they have confidence in its future growth prospects. However, the company's poor performance over the past year and high P/E ratio may give investors some pause. It's worth noting that the stock has a relatively high dividend yield, which may be attractive to income-oriented investors. Financials: The company has a Market Cap of $8.62B and an Enterprise Value of $15.54B. Its P/E ratio is 20.72, which is relatively high. The Forward P/E ratio is 10.17, which indicates that the company is expected to grow in the future. The PEG ratio of 1.24 suggests that the company is slightly overvalued relative to its growth prospects. The Price/Sales ratio of 0.74 and the Price/Book ratio of 2.60 both indicate that the stock is currently undervalued. The Enterprise Value/Revenue and Enterprise Value/EBITDA ratios of 1.33 and 18.44 respectively suggest that the company is slightly undervalued relative to its earnings and revenue. Trading Information: The stock's Beta is 1.48, which means it's relatively volatile compared to the market. The 52-Week Change is -60.83%, which suggests that the stock has been performing poorly over the past year. The stock's 50-Day Moving Average is $24.13 and its 200-Day Moving Average is $32.76. The Average Volume over the past 3 months is 8.85M and over the past 10 days is 6.03M. The Percentage Held by Institutions is 82.71%, which suggests that institutional investors have a high level of confidence in the stock. Share Statistics: The company has 388.66M Shares Outstanding and a Float of 386.96M. The Short Ratio is 1.5, which suggests that there is not a lot of short interest in the stock. The Percentage Held by Insiders is 0.35%, which indicates that insiders have a very small stake in the company. The Forward Annual Dividend Yield is 5.56%, which is relatively high. Financial Highlights: The company's Profit Margin is 3.54% and its Operating Margin (ttm) is 11.57%. Its Return on Assets (ttm) is 6.07% and its Return on Equity (ttm) is 11.87%. The company's Revenue (ttm) is $11.7B and its Gross Profit (ttm) is $6.46B. The EBITDA is $1.6B and its Net Income Avi to Common (ttm) is $413.92M. The company's Total Cash (mrq) is $571.35M and its Total Debt (mrq) is $7.5B Some of the potential risks include: - Economic risks: VF Corporation's business performance is heavily influenced by the global economy. A downturn in the economy could reduce consumer demand for their products, leading to reduced sales and profitability. - Dependence on key customers: VF Corporation has a large customer base, but it also relies on some key customers for a significant portion of its revenue. Losing these customers could have a significant impact on the company's financial performance. - Dependence on key suppliers: VF Corporation also depends on key suppliers to provide raw materials and finished products. If these suppliers fail to meet VF Corporation's quality, delivery, or price requirements, it could affect the company's ability to produce products and meet customer demand. - Supply chain disruptions: Disruptions in the supply chain can occur due to natural disasters, geopolitical risks, or other factors. These disruptions can lead to production delays, higher costs, and reduced profitability. - Fashion and trend risks: VF Corporation operates in the fashion industry, which is characterized by rapidly changing consumer preferences and trends. Failure to keep up with these trends could lead to a decline in sales and profitability. Brand reputation risks: VF Corporation's brands are well-known and highly valued by customers. Any damage to the company's brand reputation could have a negative impact on sales and profitability.
NYSE:VFCLong
by nithinshiriya
1
comparison of ASX clothing/fashion retail stocks.BST BEST & LESS GROUP Market Cap $378.6M PE 9.65 AX1 ACCENT GROUP ( Dr. Martens, Skechers, and Timberland.) Market Cap $888.7M PE 18.37 CCX CITY CHIC COLLECTIVE (plus sized women’s clothing, 'the Avenue' + 'Evans') Market Cap $735.2M PE 24.2 GLB GLOBE INTERNATIONAL (street fashion, skating equipment, outdoor clothing, and workwear, brands = 'Globe', 'Salty Crew', 'Stüssy) Market Cap $205.7M PE 6.18 PMV Premier Investments (owns the Just Group, which includes the Just Jeans, Peter Alexander, and Jay Jays brands) 28% stake in Breville Group Market Cap $4.396B PE 17.9 XJO = ASX 200.
B
by aspiringguru
#MONTECARLO #APPAREL #CLOTHING #FASHION #FASHION #NFT #TRADING #MONTECARLO NSE:MONTECARLO NSE:MONTECARLO Monte Carlo Fashions Ltd. CMP: 417.95 Target 1: 490+ Time frame: <3months Factors: BULLISH WEDGE BREAKOUT Trend Following Rising Volume with rising Prices. Flag pattern breakout. Pennant Pattern Breakout with Bullish Candle. Retest Successful. Higher Highs & Higher Lows. Broken above RESISTANCE levels Trading at SUPPORT levels Earnings are strong. Bullish Wedge Breakout Risk Return Ratio is healthy. And Rising from Double Bottom Pattern to Flag Pattern forming. If you like my work KINDLY LIKE SHARE & FOLLOW this page for free Stock Recommendations. With 💚 from Rachit Sethia
NSE:MONTECARLOLong
by Rachit_Sethia
1
50ma resistance 108p / bullish divergence 155p target90p possible retrace where 20ma is, before next leg 108p next resistance 155p after. Bear in mind: Cash and net debt The Group carried a cash balance of GBP0.7m at the end of the reported period as against an opening balance as at the 1 July 2018 of GBP1.9m. Funds have been deployed in the continued building of the customer list and on-line marketing spend. The Company also acquired a further 1% of the Skinny Tan subsidiary from the founder during the period. The Company expects a profitable and cash generative second half with discussions already underway with a major financial institution to provide global banking services and financing should funds be required to support incremental growth opportunities.
I
by vcm11
ITX-2k18 Summer Season View 3 Months till Mid end August**Hey there! Here's a possible movement for the next 3 months till mid-end August. You can find further information about my chart and idea in the chart itself in three separate Black Boxes (so called black wall). Please note that every chart posted about companies is build on information build and based by many different medias and gazettes. Part of it is also made of information taken from the chart itself, by checking it's history and movement. Thank you! Best regards, Egzon Shabani
BME:ITX
by Egzon-Shabani
3
KORS - 100%+ profit in 6 months --> Time to take profits?Michael Kors (KORS) has had an impressive 6 months skyrocketing up in its price from just over $30 to $65+ now . That's (almost) more than a 100% increase in six months (depending on your entry price). Stating it as an annualised return is stupid but it's fun to just say that that would mean just under or over 200%. In any case, the run up has been great. But what now? If we look at the weekly graph, we see that KORS is racing its way to the 50% Fibonnacci retracement . It will test it soon and the question will then be: will it break through? In terms of fundamentals of the stock, it might be possible to break this resistance line - the company has held practically no debt in its entire history, is still growing abundantly (albeit a bit less in its base market US), its new men's fashion unit is paying off as well as its acquisition of Jimmy Choo, and the investment in the online channels has shown great results; although KORS still has to work its way back up in terms of brand appeal, which has been relatively strongly diluted in the past couple of years - but as for the moment I believe it is far too risky to aim for breaking resistance. --> The technicals support this view: KORS is aiming for a test of the 50% Fibonnacci level, yet has both MACD (upcoming death cross) and RSI (way above 70) against it . These are very bearish signals that can have the stock pull right back to maybe even the 38,2% and by bearish extension the 23,6% one. Moreover, illustratively , you can see w hat happened after the golden cross back in January 2016 : price jumped through the roof and successfully tested the 23,6% Fibonnacci (note that there, it did have MACD and RSI support!), subsequently it tested the 38,2% Fibo, failed, and plummeted back completely (and in the process made a clear H&S figure :-) )! In any case, I do believe the longer term prospects of the company are quite bullish, but a correction in the stock price is to be expected. Therefore, I would (non-officially ;) )recommend to take some profits and get back in at a more depressed price if one likes this stock. (However - really investing in fashion stocks is something very difficult, as it has a very capricious customer base). Great trade, but time for something new! PS: I haven't done a detailed analysis in this piece, but to place the correct stop losses etc, definitely zoom in on the upper trend channel KORS is currently in to define these!
K
by A_Cryptastic_Mind