汇丰银行：全球奢侈品行业研究报告2009年7月

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

High conviction Neutral 3
Rating changes 3
The worst probably over 4
But we question the consensus ’V-shaped’ recovery
expectation 4
Valuations not compelling if no material profit bounce in
2010 6
Investment cases 7
Bulgari: a victim of size and its heavy investments 8
Burberry: After the strong rally, potential return seems more
limited 10
Christian Dior: less potential return on the stock now 12
Coach: the best adapted stock to the “new normal” 14
Hermès: after strong re-rating, hard to find a positive catalyst 16
Luxottica: the strongest potential for positive surprises 18
LVMH: LV specific strength well known by the market 20
PPR: re-rating broadly done 22
Richemont: the strongest assets in hard luxury 24
Swatch: too far, too quickly? 26
Tiffany: strong share price rebound 28
Tod’s: affordability may offer resilience in the downturn 30
Disclosure appendix 32
Disclaimer 35

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏2 回帖

关键词：行业研究报告 奢侈品行业 研究报告 汇丰银行 行业研究 研究报告 行业 全球 汇丰银行 奢侈品

好贵，买不起！呵呵 1# bigfoot0516

LZ把这个当奢侈品卖啊。。。

楼主能不能便宜点呀？

多谢楼主！！！

太夸张了,暴利

楼主卖的果然是奢侈品

买了。。。。 钱啊。。。

到bbs.ifetch.cn找

谁买了再传上来一份吧  太奢侈了