Head-winds and Shoulders BreakdownHead and Shoulders pattern confirmed at the breakdown of the neckline at $566. I traded the relief rally in the ABC corrective pattern, which took us up to $764. That is where I flipped short and we are now in the C wave of the corrective pattern.
This brings opportunities for long term investors who believe in the strength of the European luxury giant. The tariff headwinds and continued weakness in the Chinese consumer shows no sign of easing. I expect LVMH to sink down to $413 (possible support) and could drop down to $278 (the Covid lows).
Keep an eye on this, it could present an excellent opportunity if we get to these depressed levels. Not financial advice.
1MC trade ideas
To LVMH' or Not to LVMH'"Made in China" has a new ring to it! Who in the east at least, would have guessed that China not only manufactures cheap goods but also the luxury goods? Chinese manufactures have revealed trade secrets one of them being that China makes the luxury goods, ships it off to another country who then places their logo onto the product to say it was made in that country.
What impact will this information have on LVMHF over the next 5, maybe even 10 years? In my opinion, LVMH' stocks will plummet!
LVHM update Hi traders,as expected market is moving accordingly n respecting the zones soo what do you do,you set your buying point for long term as it's coming for retest exactly the way it's analyzed,one good trade can change everything,I can imagen if you take advantage of n buy n hold atleast 8 to 9 mouths,I don't know how much you can make based I your equity but you can eat better,the trend will never lie no matter the struggle in the company they will find away to growth,so we need to trust the process and risk smart knowing that we don't control the market and it goo against the plan thank you.
Moet Hennessey LV next possible Hi traders I analyze this stock market after the whole year of consilidating it reach the strong support zone,according to my view is very cheap n very good to open calculated position n hold for few mouths However am not allowed to invest for anyone everyone learn n do it for themselfs,which is good,my advice to a new trader,seek knowledge more than money,because without knowledge money will be running away from you, you must know what you are doing,don't depend in lucky.
1 million dollars long.Louis Vuitton. I have placed a 1 million dollar long trade. The company is undervalued considering it's market valuation and financials. Growth has been well. I have other reasons why I think it will go up but I prefer to keep them private 😉. No one will ever know about this post. I have already leveraged my 1 million to 10 million. I am no fool. I definitely know something. Something everyone knows. That's why I'm so confident in buying. 5 million in 1 year. Tick tock.
Analysis: LVMH Misses Third-Quarter Revenue ExpectationsOverview: LVMH, the world's largest luxury-goods company, reported lower-than-expected third-quarter revenue.
The company's organic revenue fell 3% to €19.08 billion, missing analysts' forecasts of €19.94 billion. This decline was primarily driven by weaker demand in China and a broader slowdown in the luxury sector.
Key Factors:
China's Economic Slowdown: China, once a growth engine for the luxury sector, has become a significant challenge. The country's economic malaise, marked by a sluggish real-estate sector and uncertain economic outlook, has led to reduced consumer spending on luxury goods.
Performance by Division: LVMH's core fashion and leather-goods division, which includes high-end brands like Louis Vuitton and Dior, saw a 5% decline in organic revenue. The wines and spirits business, which includes Hennessy cognac and Moet & Chandon champagne, experienced a 7% drop in organic revenue.
Regional Performance: Sales in LVMH's Asian market, dominated by China, fell 16% in the third quarter. In contrast, Japan saw a 20% increase in organic revenue, although this was a slowdown from the previous quarter's 57% growth rate.
Western Markets: In the U.S., LVMH's organic revenue was flat, while Europe saw a 2% increase. Western consumers, especially the less affluent, have been cutting back on luxury purchases due to continued price increases and a weaker economic backdrop.
Outlook: Despite the challenges, some investors remain hopeful that China's economic-stimulus plans could lead to a recovery in the luxury market. However, analysts caution that it is too early to see the effects of these measures. EURONEXT:MC
Recommendation: Hold
Given the current economic uncertainties and the mixed performance across different regions and divisions, it is prudent to hold LVMH shares for now. While there are potential recovery signs in China and Japan, the broader luxury sector's slowdown and ongoing economic challenges suggest a cautious approach.
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Time for a reversal?China stimulus has been announced, not the biggest bumper package but one that can bring some relief to the beaten up luxury sector that is dependent on the Chinese consumer.
No better place to look than LVMH. Whilst the their products never go on sale, their stock price is down over 30%. This is the most valuable European company, alongside the likes of Novo Nordisk and ASML.
I had traded this short (see my previous analysis) to great success and closed my position yesterday in anticipation of the stimulus after rumors were circulating about the possibility.
I think now is also a good time to consider longs for a relief rally. Only time will tell if it’s sustainable but I believe as a longer term investor this company will perform well in the long mid to long term and it’s one you can confidently DCA down in the event of a black swan crash.
Do your own research, not financial advice.
LVMH: New horizons in sight!The LVMH stock is undergoing a correction phase, with the possibility of further declines into the €560 - €525 support zone. This level is marked as a strong long-term buy opportunity for investors, and price recovery is expected from this zone. Should this correction unfold as anticipated, the stock could rally to €624 and beyond, with potential targets at €733 and €900+ in the longer term.
The €560 - €525 zone represents a key area of interest for long-term positions. This zone is supported by the 0.618 Fibonacci retracement and historical price action, making it a high-probability level where buyers are likely to step in.
This area is highlighted as the "Best Long-Term Buy Zone", offering an ideal entry point for those looking to accumulate LVMH shares for a potential rebound.
Thank you for taking the time to read my analysis.
I look forward to reading your thoughts.
Best regards,
Mattner
No investment advice
LVMH: Bullish: Butterfly detected.LVMH: Bullish: Butterfly detected.
The price could go down to the PRZ zone indicated on the right chart: 512 to start, then 388 if the Double top plays its role.
This will therefore be a very interesting entry point for investors.
Below: Some information about LVMH.
LVMH (Louis Vuitton Moët Hennessy) is today the world leader in luxury and one of the largest French companies. Here’s a look at where LVMH stands today:
Recent Financial Performance
LVMH recently announced its third-quarter 2023 results, which missed analysts’ expectations
This announcement caused a significant drop in the stock price, which is down more than 20% from its record highs
Market Position
Despite these mixed results, LVMH remains the world’s largest luxury company, with a portfolio of iconic brands including Louis Vuitton, Dior, Givenchy, Kenzo, Moët & Chandon and many others
Structure and Values
LVMH is a family-owned group founded in 1987. Its primary mission is to ensure the long-term development of each of its houses, while preserving their identity and autonomy. The group emphasizes creativity, innovation and excellence in all its products and services. Corporate Strategy
LVMH's strategy is based on the vertical integration of its value chain, from raw material sourcing to selective distribution. This approach aims to ensure the excellence and sustainability of its products.
Social and Environmental Responsibility
LVMH is increasingly committed to ethical, social and environmental initiatives. The group places emphasis on adopting and promoting honest behavior in all its actions and relationships.
Future Outlook
Despite recent challenges, LVMH remains a solid company with long-term growth potential. , like any company in the luxury sector, it is sensitive to global economic fluctuations and changes in consumer habits.
MC LVMH - Louis Voutton - DONT MISS IT - Long/buy IdeaDear traders,
Id like to share this idea in order to take long positions, basically the price has already rebounded from 610, it is in a long term bullish correction patterm.
In my humble opinion, it is a good option taking a buying position now, there is too much correlation with China as more than 30% of LVMH earnings come from this region and latelly chinese markets have shown a litte improvement therefore would be good for LVMH (Pay attention in the next quaterly earnings figures :) )
Additionally Macd already crossed over in a very oversold area which is a nice signal to reinforce this buying idea.
best,
LVMH - further drop incoming?Luxury brands have been all dropped off hard. Burberry fell off a cliff, Estée Lauder has been in a free fall. Chinese customers not spending as much. Alcohol sales also slowing which contributed to LVMH posted disappointing earnings.
So why hasn’t it dropped so much? We are being held up by a strong weekly level of support and the golden Fibonacci ration, this is the last line of support before we break the neckline and head down further, confirming the double top M pattern.
Targets to the downside? Possible gap fill below, I doubt it reaches that low. But if it does, not a bad place to enter for a long term investment.
Not financial advice. Do what’s best for you
LVMH Posts Solid Results Amidst Economic UncertaintyLuxury goods giant LVMH has reported robust first-half results, with revenue climbing 2% on an organic basis to €41.7bn. Despite a challenging economic and geopolitical backdrop, the group demonstrated its resilience, driven by the enduring appeal of its high-end brands.
Operating profit reached €10.7bn, representing a healthy operating margin of 25.6%, significantly exceeding pre-pandemic levels. However, the group cautioned that exchange rate fluctuations had a substantial negative impact on the period.
Europe and the US delivered growth, while Japan experienced a stellar performance, buoyed by a surge in Chinese tourists. The group's fashion and leather goods division, anchored by powerhouse brands Louis Vuitton and Christian Dior, continued to perform strongly.
While the wines and spirits arm faced headwinds from a normalising post-Covid demand environment, particularly in cognac, the group's perfumes and cosmetics division thrived, driven by the success of flagship brands and innovative product launches.
The watches and jewellery division encountered challenges, with revenue declining 3% organically due in part to unfavourable exchange rates. Nevertheless, the group maintained its focus on innovation and store refurbishment.
LVMH's selective retailing business, spearheaded by Sephora, continued to impress with strong growth and market share gains. The group's travel retail arm, DFS, remained under pressure from subdued international travel.
Bernard Arnault, LVMH Chairman and CEO, expressed satisfaction with the results, highlighting the group's ability to navigate a complex environment. He reiterated the company's commitment to product excellence and retail expertise as it seeks to reinforce its global leadership position in luxury goods.
The group declared an interim dividend of €5.50 per share.
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TL;DR
Revenue growth: Overall revenue grew 2% organically.
Profitability: Operating margin remained exceptionally high at 25.6%.
Regional performance: Europe and the US saw growth, while Japan experienced double-digit growth driven by Chinese tourists.
Divisional performance:
Wines & Spirits: Declined due to normalization of post-Covid demand and weak Chinese market.
Fashion & Leather Goods: Continued growth with strong performance from Louis Vuitton and Christian Dior.
Perfumes & Cosmetics: Solid growth driven by flagship brands and new product launches.
Watches & Jewelry: Declined due to exchange rate fluctuations, but maintained strong innovation.
Selective Retailing: Sephora continued to excel, while DFS remained challenged.
Economic uncertainty: The group faced a challenging economic and geopolitical environment.
Exchange rate fluctuations: Had a negative impact on the financial results.
Outlook:
LVMH remains confident in its ability to maintain its leadership position in the luxury goods market through continued focus on product desirability, exceptional quality, and strong retail execution.
LVMH (ticker:MC) starting consolidation, before going 900+ ?LVMH (MC ticker! EUR based) in multi-decade uptrend, nice upside momentum overall.
Overall I do have one "bearish" scenario, however the probabilites for that are quiet low as of now, so far therefore not tracking.
I would say the two big "bullish" scenario, soon nearing a local top and I would primarly expect a consolidation/correction, before going likely to at least 900+
Overall the white one have would gave us a bigger correction, while the yellow one would give a somewhat smaller correction before going up to finish up the big ABC pattern to finish off yellow wave (3)
So far we are just above the 200day MA, BUT below the 50/52, and also so far the 9day/21 day EMA/SMA rejecting price action. Also from the top I can count 5 waves down, which is suggesting and overall correction likely to continue. This so far also supported by the weekly RSI and volume actions, with growing momentum to the downside.
Therefore I would expect primarly the yellow route (60%) against the white one (40%). This would mean:
near term - bearish
short term - bearish/neutral shifting slightly to bearish
mid term - bullish
long term - overall bullish
LVHM owns Sephora: Developing patternFundamentals:
Buffett check stock ~
Do you like to consume LVMH and/or Sephora? If so, why not own the stock? LVMH owns Sephora so it is a double whammy. This is not a normal super stock that I like to buy. It consists of a different strategy with a bit of a Warren Buffet blend. We are looking at 3-year growth, yearly EPS, sustainability of growth and ROE. LVHM fits this bill.
Technicals:
Cup-with-handle pattern within stage 3 ichi development.
pb to 50% in the cloud
a-b-c extension with a pullback to "X"
5emas pb strategy + 1st pb of new trend
spinning top/harami candle pattern with high volume at support
entry: 175
target: 220 to 250
stop loss watch: price closing back below 155.