Hermes International

HERMES, TOO PERFECT TO SURPRISE (ADD; 16% UPSIDE)

04/11/25 -" The luxury sector has been driven by global macro dynamics. The spending power of US consumers and the strong appetite of Chinese shoppers for European brands have supported luxury growth for over a ..."

PDF page sample
Pages
59
Language
English
Published on
04/11/25
Download
You may also be interested by these reports :
14/11/25
Richemont beat consensus in H1, led by exceptional growth at Jewellery Maisons (+17% in Q2). Growth was broad-based across regions and channels, ...
13/11/25
Following Knaus Tabbert’s Q3 earnings and the announcement of an adjustment to its production plan amid short-notice delivery delays from a major ...
13/11/25
Burberry delivered H1 revenue in line and profitability slightly ahead, supported by improving margins and early benefits from the transformation ...
13/11/25
Knaus Tabbert’s 9M results fell short of expectations, impacted by production halts and normalising demand. Profitability was below forecasts due to ...

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 NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO