Per la prima volta da novembre lo S&P 500 chiude una giornata al di sotto della media mobile a 50 periodi.
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๐ฅ4
Ecco le stime del Fondo Monetario Internazionale per la crescita del PIL reale nel 2024:
๐จ๐ณ +4,6%
๐ท๐บ +3,2%
๐บ๐ธ +2,7%
๐ช๐ธ +1,9%
๐จ๐ฆ +1,2%
๐ฏ๐ต +0,9%
๐ฎ๐น +0,7%
๐ซ๐ท +0,7%
๐ฌ๐ง +0,5%
๐ฉ๐ช +0,2%
@enricobarbares
๐จ๐ณ +4,6%
๐ท๐บ +3,2%
๐บ๐ธ +2,7%
๐ช๐ธ +1,9%
๐จ๐ฆ +1,2%
๐ฏ๐ต +0,9%
๐ฎ๐น +0,7%
๐ซ๐ท +0,7%
๐ฌ๐ง +0,5%
๐ฉ๐ช +0,2%
@enricobarbares
โค4๐4
LVMH Q1'24 Earnings Highlight:
๐น Revenue: EUR 20.69B (Est EUR 21.18B) ๐ด
๐น Organic Revenue Growth: +3% (Est +3.28%) ๐ก
Revenue by Division:
๐ธ Fashion & Leather Goods: EUR 10.49B, +2% Organically
๐ธ Watches & Jewelry: Down 2% Organically ๐ป
๐ธ Perfumes & Cosmetics: Up 7% Organicallyโฌ๏ธ
๐ธ Selective Retailing: Up 11% Organicallyโฌ๏ธ
๐ธ Wines & Spirits: Down 12% Organically ๐ป
Regional Performance:
๐ธ Europe and U.S.: Achieved growth on a constant currency and consolidation scope basis.
๐ธ Japan: Recorded double-digit revenue growth.
๐ธ Rest of Asia: Strong growth in spending by Chinese customers in Europe and Japan.
Market Insights:
๐ธ The global luxury market shows signs of a slowdown, affecting sales growth compared to the previous year.
๐ธ Comparisons with Q1 2023, when sales were boosted by the lifting of COVID-19 curbs in China.
๐ธ CFO Jean-Jacques Guiony noted strong demand from Chinese shoppers, with purchases of Louis Vuitton products by Chinese buyers globally growing by around 10%.
Additional Notes:
๐ธ The company is navigating a complex geopolitical and economic environment but remains optimistic about consumer engagement, particularly outside mainland China as international travel resumes.
@enricobarbares
๐น Revenue: EUR 20.69B (Est EUR 21.18B) ๐ด
๐น Organic Revenue Growth: +3% (Est +3.28%) ๐ก
Revenue by Division:
๐ธ Fashion & Leather Goods: EUR 10.49B, +2% Organically
๐ธ Watches & Jewelry: Down 2% Organically ๐ป
๐ธ Perfumes & Cosmetics: Up 7% Organicallyโฌ๏ธ
๐ธ Selective Retailing: Up 11% Organicallyโฌ๏ธ
๐ธ Wines & Spirits: Down 12% Organically ๐ป
Regional Performance:
๐ธ Europe and U.S.: Achieved growth on a constant currency and consolidation scope basis.
๐ธ Japan: Recorded double-digit revenue growth.
๐ธ Rest of Asia: Strong growth in spending by Chinese customers in Europe and Japan.
Market Insights:
๐ธ The global luxury market shows signs of a slowdown, affecting sales growth compared to the previous year.
๐ธ Comparisons with Q1 2023, when sales were boosted by the lifting of COVID-19 curbs in China.
๐ธ CFO Jean-Jacques Guiony noted strong demand from Chinese shoppers, with purchases of Louis Vuitton products by Chinese buyers globally growing by around 10%.
Additional Notes:
๐ธ The company is navigating a complex geopolitical and economic environment but remains optimistic about consumer engagement, particularly outside mainland China as international travel resumes.
@enricobarbares
๐2
Performance 1Y:
TSLA โ> - 16,5% (PE 2025 โ> 39,6)
AAPL โ> + 2,4% (PE 2025 โ> 23,7)
MSFT โ> + 43,9% (PE 2025 โ> 31,2)
GOOGL โ> + 46,0% (PE 2025 โ> 19,8)
AMZN โ> + 78,4% (PE 2025 โ> 34,3)
NFLX โ> + 85,8% (PE 2025 โ> 29,1)
META โ> + 129,0% (PE 2025 โ> 21,6)
NVDA โ> + 224,1% (PE 2025 โ> 35,2)
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TSLA โ> - 16,5% (PE 2025 โ> 39,6)
AAPL โ> + 2,4% (PE 2025 โ> 23,7)
MSFT โ> + 43,9% (PE 2025 โ> 31,2)
GOOGL โ> + 46,0% (PE 2025 โ> 19,8)
AMZN โ> + 78,4% (PE 2025 โ> 34,3)
NFLX โ> + 85,8% (PE 2025 โ> 29,1)
META โ> + 129,0% (PE 2025 โ> 21,6)
NVDA โ> + 224,1% (PE 2025 โ> 35,2)
@enricobarbares
๐3
Ecco i risultati relativi al Q1 2024 di UNITEDHEALTH (variazione Y/Y):
Fatturato โ> $ 99,8 mld (+ 8,6%)
EPS โ> $ 6,91 (+ 10,4%)
@enricobarbares
Fatturato โ> $ 99,8 mld (+ 8,6%)
EPS โ> $ 6,91 (+ 10,4%)
@enricobarbares
โค1
Su quale di questi leader riponi piรน fiducia?
Final Results
5%
Biden ๐บ๐ธ
7%
Trudeau ๐จ๐ฆ
10%
Macron ๐ซ๐ท
3%
Scholz ๐ฉ๐ช
9%
Kishida ๐ฏ๐ต
4%
Sunak ๐ฌ๐ง
8%
Von der Leyen ๐ช๐บ
20%
Meloni ๐ฎ๐น
8%
Xi Jinping ๐จ๐ณ
26%
Putin ๐ท๐บ
๐1
Enrico Barbares - Channel pinned ยซSu quale di questi leader riponi piรน fiducia?ยป
I gestori di fondi registrano il sentimento maggiormente rialzista sullโazionario globale da gennaio 2022.
@enricobarbares
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โค5
Il Fondo Monetario Internazionale stima un deficit/PIL record per il 2025 per ๐บ๐ธ, ๐จ๐ณ e ๐ฎ๐ณ oltre il 7%
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๐4
Tesla raggiunge i minimi da gennaio 2023 e diventa la tredicesima societร ๐บ๐ธ per capitalizzazione.
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๐5โค1
Ecco i risultati relativi al Q1 2024 di NETFLIX (variazione Y/Y):
Fatturato โ> $ 9,37 mld (+ 14,8%)
EPS โ> $ 5,28 (+ 83,3%)
@enricobarbares
Fatturato โ> $ 9,37 mld (+ 14,8%)
EPS โ> $ 5,28 (+ 83,3%)
@enricobarbares
โค3๐2
Lo S&P 500 conclude la sesta giornata consecutiva con una candela rossa.
ร la serie piรน lunga da ottobre 2022.
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ร la serie piรน lunga da ottobre 2022.
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๐ฅ6
Ecco le previsioni della variazione annuale dellโutile netto per il Q1 2024 delle โMagnifiche 7โ
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โค6
Solamente il 9,2% dei titoli del settore tech appartenenti allo S&P 500 si trova al di sopra della media mobile a 50 periodi.
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โค3
Nel 2023 gli Stati dellโ ๐ช๐บ hanno registrato in media un deficit/PIL pari al 3,6%.
Lโ ๐ฎ๐น, grazie al Superbonus, รจ il fanalino di coda con il 7,4%.
@enricobarbares
Lโ ๐ฎ๐น, grazie al Superbonus, รจ il fanalino di coda con il 7,4%.
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๐4
Ecco i risultati relativi al Q1 2024 di TESLA (variazione Y/Y):
Fatturato โ> $ 21,3 mld (- 8,7%)
EPS โ> $ 0,45 (- 47,1%)
@enricobarbares
Fatturato โ> $ 21,3 mld (- 8,7%)
EPS โ> $ 0,45 (- 47,1%)
@enricobarbares
๐4
Dopo 16 anni, lโultima volta nel 2008, lโ ๐ฆ๐ท raggiunge un surplus primario trimestrale nel Q1 2024.
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๐ฅ8โค1
Ecco i risultati relativi al Q1 2024 di META (variazione Y/Y):
Fatturato โ> $ 36,5 mld (+ 27,3%)
EPS โ> $ 4,71 (+ 114,1%)
@enricobarbares
Fatturato โ> $ 36,5 mld (+ 27,3%)
EPS โ> $ 4,71 (+ 114,1%)
@enricobarbares
โค3