$LVMH Moet Hennessy Louis Vuitton(LVMHF.US$ 1月26日,全球最大奢侈品集團LVMH公佈截至2022年12月底的第四季度和2022財年全年財務數據,全年銷售額同比增長23%至791.8億歐元,創歷史新高,經營利潤也增長23%至210.55億歐元,淨利潤增長17%至141億歐元,經營自由現金流超過100億歐元。
業績的增長主要受益於歐洲、美國和日本消費者自年初以來的報復性消費,其中表現最好的是歐洲市場,由於美元走強,美國遊客紛紛前往歐洲和日本旅遊購物。歐洲、美國和日本市場收入大幅上升,分別增長35%、15%和31%,除日本外的亞洲市場較上一季度的下跌8%有所好轉,錄得6%的增幅,中國的情況雖然較第二季度有所改善,但門店客流量仍未恢復正常。
分業務線來看,2022財年,LVMH集團的所有業務的銷售收入均實現了顯著增長,全球市場份額有所增加。
1. 時尚和皮革製品業務表現出色,增長25%至386.48億歐元:Louis Vuitton、Dior、Celine、Fendi收入和利潤均達到創紀錄水平。其中Louis Vuitton營收首次突破200億歐元,爲集團貢獻了四分之一的收入,...
業績的增長主要受益於歐洲、美國和日本消費者自年初以來的報復性消費,其中表現最好的是歐洲市場,由於美元走強,美國遊客紛紛前往歐洲和日本旅遊購物。歐洲、美國和日本市場收入大幅上升,分別增長35%、15%和31%,除日本外的亞洲市場較上一季度的下跌8%有所好轉,錄得6%的增幅,中國的情況雖然較第二季度有所改善,但門店客流量仍未恢復正常。
分業務線來看,2022財年,LVMH集團的所有業務的銷售收入均實現了顯著增長,全球市場份額有所增加。
1. 時尚和皮革製品業務表現出色,增長25%至386.48億歐元:Louis Vuitton、Dior、Celine、Fendi收入和利潤均達到創紀錄水平。其中Louis Vuitton營收首次突破200億歐元,爲集團貢獻了四分之一的收入,...
2023紅牛
commented on
Gapping up
• $Northern Oil & Gas(NOG.US$ +6.1% (to join S&P SmallCap 600)
• $American Express(AXP.US$ + 5.3% (Fourth-quarter results at American Express fell short of expectations but Wall Street was more interested in the company’s plans to return capital to shareholders)
• $Lockheed Martin(LMT.US$ +0.6% (awarded $657 mln U.S. Army contract modification)
Gapping down
• $Intel(INTC.US$ -10.5% (Intel reported its Q4 2022...
• $Northern Oil & Gas(NOG.US$ +6.1% (to join S&P SmallCap 600)
• $American Express(AXP.US$ + 5.3% (Fourth-quarter results at American Express fell short of expectations but Wall Street was more interested in the company’s plans to return capital to shareholders)
• $Lockheed Martin(LMT.US$ +0.6% (awarded $657 mln U.S. Army contract modification)
Gapping down
• $Intel(INTC.US$ -10.5% (Intel reported its Q4 2022...
11
2
2023紅牛
commented on
QUICK SCALP 68 $SE — STOCK & OPTION PLAY
ALERT ON: $68.03
ON THE WATCH: $68.15
🥇 SIGNED OF MORE UPTREND: $68.26
NEED IT TO BREAK OVER: $68.35
key indicator for MORE uptrend $68.41
confirmation uptrend - $68.65
mini breakout - $68.88. $Sea(SE.US$
ALERT ON: $68.03
ON THE WATCH: $68.15
🥇 SIGNED OF MORE UPTREND: $68.26
NEED IT TO BREAK OVER: $68.35
key indicator for MORE uptrend $68.41
confirmation uptrend - $68.65
mini breakout - $68.88. $Sea(SE.US$
![Picture](https://ussnsimg.moomoo.com/feed_image/70128393/ccb5ce87aa253c669f855e1c990f63c4.jpg/thumb)
1
1
$The Communication Services Select Sector SPDR® Fund(XLC.US$ Can I come in?
Translated
2023紅牛
commented on
$CGN MINING(01164.HK$ $Cameco(CCJ.US$ $Global X Uranium ETF(URA.US$ Prices for the second day in a row, spot mine prices jumped 16.25% to $46, the SECOND day in a row, some stocks record highs![]()
![]()
Sprott bought spot ore of 1.1m pounds a day (as a reference, the global output of 2021 is about 120-130m pounds, and the demand is about 180-190m). There was a serious imbalance between supply and demand, and inventory was needed to supplement. However, after the restart of Nuclear power in Japan, the supplier of inventory would change 180 degrees to the consumer of inventory. Combined with sprott's aggressive physical purchases, you can imagine how exciting the market is going to be in the coming year
Sprott bought spot ore of 1.1m pounds a day (as a reference, the global output of 2021 is about 120-130m pounds, and the demand is about 180-190m). There was a serious imbalance between supply and demand, and inventory was needed to supplement. However, after the restart of Nuclear power in Japan, the supplier of inventory would change 180 degrees to the consumer of inventory. Combined with sprott's aggressive physical purchases, you can imagine how exciting the market is going to be in the coming year
1
4
2023紅牛
commented on
5
2