LVMH

Luxury sector stocks aren't doing well right now and $MC.PA is the lowest it's been since 2020. Even $RMS.PA is cheaper, so I'm wondering if I should buy a bit.

Which luxury sector stocks do you have in your portfolio?

LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.

What is your opinion on LVMH? Do you have shares of $MC.PA in your portfolio?

💼 LVMH passes the crown to Hermès. The luxury sector is under pressure.
LVMH $MC.PA - the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead...
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Ulta Beauty, which sells cosmetics, reported its results yesterday. The results were very good and the stock rose 7% in the aftermarket. Buffett also bought shares in this company last year, but sold them after a short time. For me, this company is not very interesting, and this sector is represented in my portfolio by $MC.PA and $AMZN.

What do you think of $ULTA? Why do you...
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European stocks have been relatively cheap lately, which has caught my eye, and I invested quite a bit in them last year. Currently my portfolio includes $ASML, $NVO, $MC.PA, plus Czech banks.

What European stocks do you have in your portfolio?

🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇

🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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💼 LVMH: A luxury investment with growth potential? ✨
Bank of America comes up with a fresh analysis, on LVMH stock $MC.PA. 🔍 After a challenging period for the luxury sector, BofA upgrades LVMH stock to a "Buy" rating and ranks it among its top investment ideas for the European market. In addition, the share price target has been raised to €735/$755 📈.

The shares responded by...
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I see that $RMS.PAstock is doing quite well this year compared to $MC.PA. I think Hermès is a great company with a nice business, however the stock is really expensive right now and a bigger drop would have to come for me to start thinking about buying.

Do you have shares of $RMS.PA in your portfolio?

Which market do you invest in the most besides the US?

For me it's definitely Europe, mainly $ASML, $MC.PA and I have a little bit in Czech stocks. Eventually I plan to probably include Chinese stocks as well.

Shares of $MC.PAfell 4% yesterday . The price is still low and still a great time to buy in my opinion. I've already bought in, so I don't need to overbuy. But if the stock were still going down, I would have overbought.

Are you overbought at the current share price of $MC.PA?

💼 Formula 1 & LVMH: A new era of luxury and motorsport for $1 billion! 🚀

Formula 1 $FWONK has completed a historic agreement with LVMH $MC.PA, one of the world's largest luxury goods conglomerates, that will bring the sport a $1 billion investment over the next 10 years. This partnership not only promises huge changes in the motorsport landscape, but also brings new business...
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Shares of $MC.PAare down significantly this year . Since the beginning of the year, the stock is down more than 13%. I've taken advantage of this drop and have been overbought.

Are you buying into $MC.PAstock as well ?

Shares of $MC.PA are still falling. They're already down 11% for the year, which I think creates a pretty interesting opportunity. $MC.PA is one of the largest positions in my portfolio and I'm currently overbought.

Are you overbought on $MC.PAas well ?

LVMH Shares Fall

- Share drop:

- Shares of LVMH $MC.PA fell more than 4% at the market open on Wednesday.

- Reason for the drop:

- The company reported second-quarter revenue growth that fell short of expectations.

- Revenue rose 1% to 20.98 billion euros ($22.76 billion), while analysts had forecast 21.6 billion euros.

- Impact on other luxury companies:

- Other luxury stocks...
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