LVMH

Bright spots caution persists

28/07/26 -"LVMH delivered H1 26 sales marginally above consensus and profitability comfortably ahead. Q2 confirmed prevailing sector trends, with jewellery remaining the clear bright spot. F&L returned to ..."

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English
Published on
28/07/26
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EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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