Positiv
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Seeking Alpha
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vor 3 Monaten
LVMH Moët Hennessy - Louis Vuitton (LVMUY/LVMHF) is upgraded to Buy after a ~25% pullback since December, offering a compelling margin of safety for a solid return. LVMH remains resilient amid macro headwinds, with Q1 organic revenue up 1% and strong growth in Asia and select categories. Valuation now implies a solid margin of safety, with current prices already factoring in high levels of risk...