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Ali-Foreman of the 21st century: Winnie the pooh vs the richestChinese regulatory crackdown is an exceptionally interesting phenomenon. Recently it got even more interesting as Xi Jinping, probably expecting the necessity of Evergrande bailout, suggested smoothing excessive incomes. Surprising? No. Some growth of populism has been seen in General Secretary’s actions for at least a year. My prediction for upcoming months is simple: every time something good “happens” to Evergrande, the Communist Party will throw a punch at the wealthiest to show how much they regard the Chinese underpaid and overworked society. What does it mean for the European luxuries leader? In 2020, 34% of its revenues came from Asia excluding Japan (unsurprisingly, the majority of this 34% can be attributed to China). Adding the disappointing Chinese economic data to our equation, a decrease or LVMH’s revenues from Asia seems to be inevitable. Given that luxury goods are trading at a huge premium (that I don’t think I can justify) over the MSCI Europe, a short position on the industry leader looks very appealing. Just before posting this idea, I checked the analysts’ consensus on LVMH. Apparently, the vast majority of them are optimistic. Well, I am not.
MIL:1MCShort
by UnknownUnicorn27189777
UCG Daily TimeframeSNIPER STRATEGY This magical strategy works like a clock on almost any charts Although I have to say it can’t predict pullbacks, so I do not suggest this strategy for leverage trading. It will not give you the whole wave like any other strategy out there but it will give you huge part of the wave. The best timeframe for this strategy is Daily, Weekly and Monthly however it can work any timeframe above three minutes. Start believing in this strategy because it will reward believers with huge profit. There is a lot more about this strategy. It can predict and also it can give you almost exact buy or sell time on the spot. I am developing it even more so stay tuned and start to follow me for more signals and forecasts.
MIL:UCGShort
by hadimozayan
RACE Daily TimeframeSNIPER STRATEGY This magical strategy works like a clock on almost any charts Although I have to say it can’t predict pullbacks, so I do not suggest this strategy for leverage trading. It will not give you the whole wave like any other strategy out there but it will give you huge part of the wave. The best timeframe for this strategy is Daily, Weekly and Monthly however it can work any timeframe above three minutes. Start believing in this strategy because it will reward believers with huge profit. There is a lot more about this strategy. It can predict and also it can give you almost exact buy or sell time on the spot. I am developing it even more so stay tuned and start to follow me for more signals and forecasts.
MIL:RACEShort
by hadimozayan
BUZZI UNICEM LONG TERM OPPORTUNITY Buzzi Unicem S.p.A. is an Italian multinational specialized in the production of cement, active in Europe, the United States and South America. In Italy it is the second largest operator in the country with a market share of 16%. It is listed on the FTSE MIB index of the Milan Stock Exchange. A sector extremely positively correlated to the growth of inflation, on the monthly we can see a bullish head and shoulders. Interesting market discount situation with a long-term perspective.
MIL:BZULong
by UnknownUnicorn25541012
JUVENTUS SHORT TERM OPPORTUNITY Juventus Football Club, colloquially known as Juventus and Juve, is a professional football club based in Turin, Piedmont, Italy, that competes in the Serie A, the top tier of the Italian football league system Possible recovery of a part of the bearish trend with an advantageous scenario for different types of operations.We will have confirmation of a reversal of the trend after exceeding 0.86 cents per share. I also report a bullish divergence on the daily with RSI. Operating return risk variable from 0.90 to 3.90. In managing the operation, the volatility of this asset must be carefully considered.
MIL:JUVELong
by UnknownUnicorn25541012
CAMPARI SHORT TERM OPPORTUNITY Gruppo Campari is a leading company active since 1860 in the branded beverage industry. It produces spirits, wines, and soft drinks. DISCOUNT ON THE PRICE FOR CAMPARI Excellent buying opportunity for this asset after a discount of about 7% from the highs, the market is returning to recover value. Interesting opportunity to continue the trend with a target of € 12.64 - € 13.15. In management it is good to consider the relationship and the influence that the growth of inflation exerts on this sector; analyzing the underlying from a quantitative point of view (intermarket analysis of macroeconomic data compared with the historical performance of the asset) the increase in inflation corresponds to an increase in the price of this asset.
MIL:CPRLong
by UnknownUnicorn25541012
BREMBO MID/LONG TERM OPPORTUNITY Brembo is an leader Italian manufacturer of automotive brake systems, especially for high-performance cars and motorcycles. Its head office is in Curno, Bergamo, Italy. The company has excellent fundamentals and recently opened the first dedicated digitization branch in Silicon Valley. BULLISH HEAD AND SHOULDERS Excellent possibility of upward entry in the medium / long term for this underlying. The price structure facilitates any hedging strategies by the investor. The risk-return (RR) of the transaction is decidedly advantageous and can vary from 0.95 to 2.70 depending on the type of management. In management it is appropriate to consider the exposure of the reference sector to inflation. In fact, rising and not temporary inflation could negatively affect the cost of production.
MIL:BRELong
by UnknownUnicorn25541012
Mediobanca (MB) EBA stress test: Mediobanca is the best Italian institutions: in the adverse scenario of the EBA stress test, Mediobanca sees its Cet1 fully loaded ratio, the main indicator of a bank's capital strength, to go from 14.51% at the end of 2020 to 9.73% in 2023. Mediobanca comes out of the adverse scenario is the highest among the five Italian banks that took part in the examination. Mediobanca released the earnings for the fourth quarter of the 2020-2021 financial year, filed with a sharp rise in net profit from 48 to 204 million euro, while the interest margin fell by 4.7% to 343.6 million euro. The operating result increased by 8% to 332 million euro. A dividend of € 0.66, with a yield of 6.6% and a payout of 70%, also confirmed for 2022.
MIL:MBLong
by mgiuliani
1
Ferrari: Off To The Races? - Strong Results & Record Order BookPart automobile manufacturer, part luxury stock, the share is looking to breach it's year-to-date overhead supply. Chart structure similar to that of another luxury goods business, Kering, where €620.00 was a big level in April. Phase in and add on a close above €182.00 Stop: € 169.00 Weekly Chart. As per their recent results presentation (via Investor Relations): STRONG FIRST QUARTER RESULTS AND RECORD ORDER BOOK;DECISIVE MANAGEMENT OF COVID-19 PANDEMIC IMPACTS Q1 sustained by product mix with EBITDA(1)at €376M, +18.6% vs. Q1 ‘20 and +20.9% vs. Q1 ‘19, with a margin of 37.2%. Sound industrial FCF at €147M. Robust net order intake and record order book. Most profitable models with strongest demand Confident to reach top end of the 2021 guidance range2022 financial targets postponed by one year due to actions taken in response to Covid-19
MIL:RACELong
by LD_Perspectives
MONCLER BULLISH SCENARIO Technical outlook: Moncler S.p.A. (MONC.mi) daily chart. Moncler is an Italian luxury ski wear brand. Bought by Italian entrepreneur Remo Ruffini in 2003, who transformed, reinvented the near-bankrupt company which later was listed on the Milan Stock Exchange in 2013. In December 2020, Moncler purchased 100% stake of Italian luxury sportswear brand Stone Island in a reported €1.15 billion acquisition. The Triangle has broken through the resistance line at 22/05/2021, if the price holds above this level experts believe possible bullish price movement may occur for the next 21 days towards 55.60 EUR. The stop loss order should be placed at 49.93 EUR. Fundamentals: -Moncler chairman and chief executive officer Remo Ruffini believes 2021 will be a year “of rebirth and fresh energy,” as well as “of great work and zest for new projects.” -The year has certainly started well, with China, Korea and North America lifting Moncler revenues up 18 percent to 365.5 million euros in the last three months ended March 31, compared with 310.1 million euros in the same period of 2020. At constant exchange rates, sales have risen by 21 %. Compared to the first quarter of 2019, sales dropped by 3 %.
MIL:MONCLong
by legacyFXofficial