LVMHF Stock Recent News

2 'Must-Buy' Turnaround Plays For 2025

2025 may finally mark a turning point for luxury, HSBC says.

LVMH's stock is undervalued due to temporary market fluctuations and China's economic issues, but its strong competitive advantages and brand perception remain intact. I expect a recovery in 2025 driven by Chinese fiscal stimulus and continued demand for luxury goods, especially among Millennials and Gen Z. Despite potential European economic challenges, LVMH's long-term growth is supported by its deep-rooted luxury brands and innovative payment solutions like Klarna and Afterpay.

Diversification is key: My portfolio includes a mix of REITs, BDCs, utilities, asset managers, preferreds, ETFs, and cash, tailored to personal risk tolerance and time horizon. .Alphabet is a strong buy despite regulatory challenges, with steady earnings and potential 15-20% returns over the next 12 months. ASML Holdings is a "wide moat" company with a virtual monopoly in high-end photolithography systems, positioned for significant growth despite geopolitical concerns.

The world's largest luxury group saw its shares tumble as much as 7.5% Wednesday morning to a two-year low before ticking back up by the afternoon.

LVMH posted a year-over-year sales decline in the third quarter, showing the continuing pressure on the luxury sector from weak Chinese spending.

Amy Raskin, CIO at Chevy Chase Trust, joins CNBC's "Halftime Report" to explain why she's trimming LVMH at these levels.

'Mad Money' host Jim Cramer looks at Europe's top performing stocks, deemed the 'Super 7'.

'Mad Money' host Jim Cramer looks at Europe's top performing stocks, deemed the 'Super 7'.

LVMH shares jumped more than 8% on Friday morning after the world's largest luxury group posted higher-than-expected sales for 2023 and raised its annual dividend.