Offering an encouraging trajectory for the second quarter

28/07/21 -"Kering experienced better-than-expected H1 21 results. Overall, the figures were good. The slight miss at Bottega Veneta has been fully offset by the accelerated momentum at Gucci and the increased ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

28/07/21

Download

You may also be interested by these reports :

10/09/25

Idea Kicker

The sequential slowdown in aspirational luxury demand across all key regions led to an operating loss, suspension of the dividend, and the unexpected ...

01/09/25

Kering

Despite a better than feared operating profit in the first half and ongoing opex reduction, the group now expects the EBIT margin in H2 25 to decline ...

01/09/25

Electrolux

The change of the target price reflects updated EPS estimates, DCF and peer-based valuations. Year-to-date, the share price has decreased by -38%, ...

14/08/25

CEWE

More weakish 2Q25 results – FY25E outlook confirmed

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

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue