European luxury goods Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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01:51
Jan 28
Jan 28
Luxury stocks cheap on China weakness.
European luxury goods have been de-rated because of weakness in the Chinese consumer and the popping of China's real estate bubble, but these are global businesses now trading at valuations rarely seen on normal earnings. LVMH/Louis Vuitton, Kering, and Richemont are named as good value.
MED
22:12
Jan 23
Jan 23
Chinese luxury gains from European luxury
Chinese luxury imports fell about 20% in 2024 as international shopping, travel, and domestic brands rose. Domestic player Laopu Gold is drawing Louis Vuitton/Hermes/Cartier-type customers and Gucci is closing stores, pressuring European luxury while domestic Chinese luxury gains share.
MED
08:27
Jan 19
Jan 19
European autos and luxury face tariff hit
Trump's additional tariff threat on European countries will pressure European exporters. He expects the European auto sector to come under pressure and key luxury names exposed to the U.S. market to take a hit.
MED
12:12
Jan 13
Jan 13
China bottoming helps European luxury, mining, industrials.
A bottoming Chinese economy would be positive for European sentiment and earnings, particularly for luxury goods, mining companies, and industrials.
MED
About European luxury goods Investor Commentary
Across the available history and selected sources, Buzzberg tracks European luxury goods across 3 sources: 2 bullish vs 1 bearish calls from 4 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Latest voices: David Herro, John Coogan, Tom Mackenzie.