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LVMH Posts Solid Results Amidst Economic UncertaintyLuxury goods giant LVMH has reported robust first-half results, with revenue climbing 2% on an organic basis to €41.7bn. Despite a challenging economic and geopolitical backdrop, the group demonstrated its resilience, driven by the enduring appeal of its high-end brands. Operating profit reached €10.7bn, representing a healthy operating margin of 25.6%, significantly exceeding pre-pandemic levels. However, the group cautioned that exchange rate fluctuations had a substantial negative impact on the period. Europe and the US delivered growth, while Japan experienced a stellar performance, buoyed by a surge in Chinese tourists. The group's fashion and leather goods division, anchored by powerhouse brands Louis Vuitton and Christian Dior, continued to perform strongly. While the wines and spirits arm faced headwinds from a normalising post-Covid demand environment, particularly in cognac, the group's perfumes and cosmetics division thrived, driven by the success of flagship brands and innovative product launches. The watches and jewellery division encountered challenges, with revenue declining 3% organically due in part to unfavourable exchange rates. Nevertheless, the group maintained its focus on innovation and store refurbishment. LVMH's selective retailing business, spearheaded by Sephora, continued to impress with strong growth and market share gains. The group's travel retail arm, DFS, remained under pressure from subdued international travel. Bernard Arnault, LVMH Chairman and CEO, expressed satisfaction with the results, highlighting the group's ability to navigate a complex environment. He reiterated the company's commitment to product excellence and retail expertise as it seeks to reinforce its global leadership position in luxury goods. The group declared an interim dividend of €5.50 per share. ================================ TL;DR Revenue growth: Overall revenue grew 2% organically. Profitability: Operating margin remained exceptionally high at 25.6%. Regional performance: Europe and the US saw growth, while Japan experienced double-digit growth driven by Chinese tourists. Divisional performance: Wines & Spirits: Declined due to normalization of post-Covid demand and weak Chinese market. Fashion & Leather Goods: Continued growth with strong performance from Louis Vuitton and Christian Dior. Perfumes & Cosmetics: Solid growth driven by flagship brands and new product launches. Watches & Jewelry: Declined due to exchange rate fluctuations, but maintained strong innovation. Selective Retailing: Sephora continued to excel, while DFS remained challenged. Economic uncertainty: The group faced a challenging economic and geopolitical environment. Exchange rate fluctuations: Had a negative impact on the financial results. Outlook: LVMH remains confident in its ability to maintain its leadership position in the luxury goods market through continued focus on product desirability, exceptional quality, and strong retail execution.
EURONEXT:MCLong
by Esteiknarf
Airbus and Thales: New Alliance on the Horizon? Hello Traders, We are in an era of intergalactic business, and Airbus (EPA:AIR, Ticker AT: AIR.FR/.GE) and Thales (EPA:HO) could join forces in the satellite arena. This potential alliance would create a strong pan-European space coalition to compete with the missile expertise of MBDA and large global players such as Lockheed Martin (NYSE:LMT), Northrop Grumman (NYSE:NOC), Boeing (NYSE:BA),Raytheon Technologies Corporation (NYSE:RTX), Maxar Technologies Inc (NYSE/TSX: MAXR), or privately held OneWeb, SpaceX (Elon Musk) and Blue Origin (Jeff Bezos). Implications of the Alliance • European Strengthening: It would increase European competitiveness in satellites. • Synergies and Efficiencies: It would reduce costs and improve efficiency. • Innovation: Accelerate satellite technology development. Challenges • Governmental Approval: It will be difficult to obtain approval, especially in France. • National Interests: Possible reluctance due to security and technological sovereignty. • Market Regulation: Authorities will evaluate to avoid a dominant position. Recent regulatory news from Airbus has only worsened its share price. In summary, the alliance has great potential but will face political and regulatory challenges before materializing. Do you think it can be realized? I look forward to hearing from you. Ion Jauregui - Analyst ActivTrades ******************************************************************************************* The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication. All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information. Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance is not reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acing on the information provided does so at their own risk.
EURONEXT:AIRLong
by ActivTrades
ASML: Poised for Record Orders Fueled by AI Chip DemandASML (ASML:EUR), the world's leading supplier of semiconductor manufacturing equipment, is expected to report a significant increase in new orders during its upcoming second-quarter earnings briefing. This surge is primarily driven by the booming demand for artificial intelligence (AI) chips, prompting chipmakers to ramp up production capabilities. A strong performance in Q2 could propel ASML's stock price further. Key Drivers Exponential Growth in AI Applications: The rapid proliferation of AI applications across various industries is creating an unprecedented demand for high-performance chips. ASML's Lithography Leadership: ASML holds a dominant market position in extreme ultraviolet (EUV) lithography systems, a critical technology for manufacturing the most advanced chips. This technological edge makes ASML an indispensable partner for leading chip manufacturers like TSMC, a supplier to tech giants such as Nvidia and Apple. Analyst Expectations: Industry analysts anticipate ASML's Q2 order value to reach €5 billion, surpassing consensus estimates. This growth is primarily attributed to strong demand from TSMC for ASML's EUV product line. Potential Catalysts Confirmation of Robust Orders: The upcoming Q2 earnings report will be a key indicator of the strength of the order surge, particularly from major players like TSMC. Positive Forward Guidance: Clear and optimistic guidance from ASML's new CEO regarding future demand trends and potential growth prospects could further boost investor confidence. Risks to Consider Geopolitical Tensions: Ongoing trade tensions between the United States and China, and associated export controls, could potentially impact ASML's sales to certain regions. Demand Fluctuations and Lead Times: The long lead times (12-18 months) for ASML's equipment introduce challenges in dynamically adjusting production capacity to meet unforeseen demand fluctuations. Investment Conclusion ASML is strategically positioned to capitalize on the long-term growth trajectory of the AI chip market. The upcoming earnings report will be a critical data point in assessing the strength of the current demand surge and ASML's ability to navigate potential headwinds. Investors should closely monitor order numbers, management guidance, and any commentary regarding the impact of geopolitical factors.
EURONEXT:ASMLLong
by signalmastermind
LVMH (ticker:MC) starting consolidation, before going 900+ ?LVMH (MC ticker! EUR based) in multi-decade uptrend, nice upside momentum overall. Overall I do have one "bearish" scenario, however the probabilites for that are quiet low as of now, so far therefore not tracking. I would say the two big "bullish" scenario, soon nearing a local top and I would primarly expect a consolidation/correction, before going likely to at least 900+ Overall the white one have would gave us a bigger correction, while the yellow one would give a somewhat smaller correction before going up to finish up the big ABC pattern to finish off yellow wave (3) So far we are just above the 200day MA, BUT below the 50/52, and also so far the 9day/21 day EMA/SMA rejecting price action. Also from the top I can count 5 waves down, which is suggesting and overall correction likely to continue. This so far also supported by the weekly RSI and volume actions, with growing momentum to the downside. Therefore I would expect primarly the yellow route (60%) against the white one (40%). This would mean: near term - bearish short term - bearish/neutral shifting slightly to bearish mid term - bullish long term - overall bullish
EURONEXT:MCLong
by tommtajlor
75: Key Levels Amidst Biofuel Plant Construction HaltShell (SHEL) is navigating significant financial and operational challenges. The company recently announced a delay in the construction of its biofuel plant in Rotterdam, which was initially expected to be operational this year but has now been postponed to 2030. This delay has resulted in a financial setback of at least €554 million, potentially escalating to nearly €1 billion, due to technical challenges and unfavorable market conditions. Given this backdrop, Shell's stock is currently rejecting the key level at 34.315. Here’s what traders should watch: Bearish Scenario: If Shell loses the current low, we could see a trend change. The new area of interest will be around 32.65, where we anticipate potential support. This level becomes crucial as the market absorbs the financial impact of the delayed biofuel plant and Shell’s strategic adjustments. Bullish Scenario: If Shell regains the high at 34.315, we should monitor for new highs above 34.745. In this case, we are targeting a high around 36.75, which could sweep liquidity from a monthly high. This bullish momentum could be driven by positive market reactions to any new strategic initiatives Shell undertakes to mitigate the impact of the delay and to capitalize on future regulatory changes in the aviation fuel sector. The recent halt in the biofuel plant construction adds a layer of complexity to Shell's stock movement. Investors should closely watch these critical levels for potential trading opportunities, considering the broader implications of Shell's operational challenges and market dynamics.
EURONEXT:SHELL
by SeventyFive-Invest
ORP long trade -post French election ORPEA have been progressing a lot, but have stopped progressing due to the economic and political instability however, we saw that the elections had a negative impact on investors making the balance of powers when talking about economic governance risky one specially when you have uncertain instability. I see that there is no perfect timing Dubai cell but if you understand the true value of this company and it’s historical trend, you can identify a certain conclusion and act on it as soon as possible to take advantage of potential opportunities or not. This is Sorry my personal analysis and not a financial advice. don’t risk your money if you don’t do your own analysis and take your own accountable personal investment decision. Again, this is not a financial advice, but rather an opinion.
EURONEXT:EMEISLong
by Sal98
75: Identifying Support around €13.36 Amidst Selling PressureCurrently, we are witnessing selling pressure on the Fastned stock without significant buying interest. However, by examining historical data, we can identify a point of interest around the €13.36 level. This area has previously acted as a support zone, making it a potential accumulation point. Recent developments support this analysis. Fastned recently raised €32.9 million through the issuance of new bonds, with €12.3 million coming from existing investors extending their bond maturities. This successful fundraising indicates a growing interest and confidence from private investors in Fastned’s long-term potential. Given this backdrop, we anticipate that the €13.36 level could attract accumulation as investors recognize the company's ongoing investments in the fast-charging infrastructure for electric vehicles. As more motorists transition to electric vehicles, the demand for Fastned's services is expected to increase, potentially driving the stock's recovery. Monitor the €13.36 level closely for signs of accumulation and potential buying opportunities, considering the growing interest and financial backing Fastned is receiving.
EURONEXT:FAST
by SeventyFive-Invest
AALBERTS N.V. stock trading on EuronextAALBERTS N.V. stock trading on Euronext, here's a comprehensive technical analysis: Price Action and Trend: The stock has been in a downtrend since mid-May, with lower highs and lower lows. It recently reached a significant support level around €40.46, which appears to be the "Buy Point Zone" marked on the chart. Support and Resistance: - Strong support: €40.46 (Buy Point Zone) - Resistance levels: €44.20, €44.58, and €46.44 (Take Profits Zone) Technical Indicators: The RSI indicator at the bottom of the chart shows oversold conditions, currently hovering around 30, suggesting a potential reversal might be imminent. Volume Analysis: Volume bars at the bottom show increased selling pressure in recent weeks, but there's a possibility of exhaustion as the price approaches the support level. Potential Opportunities: 1. Long opportunity: The price is at a critical support level with oversold RSI conditions. A bounce from €40.46 could target the first resistance at €44.20 (labeled as "1st Target"). 2. Breakout potential: If the price breaks above €44.58 with increased volume, it could signal a trend reversal, potentially targeting the "Take Profits Zone" at €46.44. Risks: 1. Breakdown risk: A clear break below €40.46 on high volume could lead to further downside, possibly to the next support level around €39.00. 2. False breakout: The price might briefly surpass resistance levels but fail to sustain the move, leading to a bull trap. Trading Strategy: 1. Long entry near €40.46 with a stop loss slightly below this level. 2. First target at €44.20, with potential to extend to €46.44 if momentum remains strong. 3. Consider partial profit-taking at each resistance level. Additional Observations: - The chart shows multiple "Long" signals in the past that resulted in short-term price increases. - The blue arrow on the chart suggests an analyst expectation of an upward move, but this should be taken with caution and verified with actual price action. Conclusion: The stock appears to be at a critical juncture. The confluence of support, oversold conditions, and previous long signals suggests a potential buying opportunity. However, traders should wait for confirmation of a reversal, such as a bullish candlestick pattern or increased buying volume, before entering a position. Risk management is crucial, given the recent downtrend.
EURONEXT:AALBLong
by Trustscore