BUZZ-Goldman Sachs looks for luxury brands exposed to China recovery, ups Moncler and Prada

Reuters
2024-12-06

** Goldman Sachs upgrades Italian luxury brand Moncler

and Hong Kong-listed Prada to "buy" from "neutral" as it prefers China-resilient brands

** "Key debate for the sector remains the timing and shape of a recovery in China", GS says

** It prefers "brands which have outperformed across the Chinese cluster in 2023-24, and which we see are well-positioned for the recovery, albeit in the second half of 2025"

** GS points to Moncler, LVMH and Prada as "brands capable of market share expansion at an attractive valuation"

** Frankfurt-listed shares in Prada rise 5.7%, while those in Moncler are up 3.8%

(Reporting by Romolo Tosiani)

((Romolo.Tosiani@tr.com))

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10