Q2-osavuosiraportti
50 päivää sitten‧46 min
12,50 EUR/osake
Viimeisin osinko
0,75 %
Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
2 133VWAP
Alin
2 108VaihtoMäärä
0 22
VWAP
Ylin
2 133Alin
2 108VaihtoMäärä
0 22
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 30.7. | |
| 2025 Yhtiökokous | 30.4. | |
| 2025 Q1-osavuosiraportti | 17.4. | |
| 2024 Vuosiraportti | 27.3. | |
| 2024 Q4-osavuosiraportti | 14.2. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
17.4.17.4.The market capitalization of Hermès reached €248.6 billion ($280.5 billion) at the close of trading in Paris, topping LVMH's €244.4 billion. LVMH shares sank 7.8% a day after the group owned by Europe's wealthiest man, Bernard Arnault, reported a two percent drop in first quarter sales to €20.3 billion. https://www.lemonde.fr/en/economy/article/2025/04/15/hermes-overtakes-lvmh-as-world-s-most-valuable-luxury-group_6740259_19.html
24.1.24.1.Hermes in ALL-TIME high! And is getting expensive after a fantastic quarter. I’m still holding: https://x.com/christianpryds/status/1882729082271515131?s=46
16.1.·Is this the Costco of the luxury sector? That is, a stock that is always very expensive and that almost never comes up for sale? I know very well how great the quality of this stock is. I see Hermes as number 1 and LVMH as number 2 in this entire sector when it comes to quality rating. Dreaming of a day when this comes up for sale, then all body parts that are not necessary to have will be sold, the wife will be put up for sale and everything...
21.1. · Muokattu·Definitely a high priced company, but what is "expensive" is always relative. The difference between Hermes and Costco is the growth: Costco: 5 year CAGR: 10.8% top line and 15.1% EPS growth. 10 year: 8.5% top, 13.5% EPS Hermes: 5 year CAGR: 17.3% top line, 25.1% EPS. 10 year CAGR: 13.8% top line, 18.4% EPS. Costco is in a way a rather young company, founded in 1978. Hermes has a history dating back to 1837. Both are absolutely fabulous companies, and you can't compare them in good ways. But if you are going to buy companies like these two, you have to make an individual assessment of what is "expensive" and what is not. For a nearly 200-year-old company that has a near monopoly on large-scale luxury hand-made leather goods, there's a lot that has to go wrong before it does. The only time the company has been on a "real" offer since Bernard Arnault tried to buy them some time ago was in 2022. But most recently this fall, family members and key people bought more shares in Hermes. If you're interested in starting a position, it's often a good idea to follow the insider trading in the company, because this is still a family business even after 200 years, and they know it best.22.1.·Know a lot about the company itself. Didn't mean to compare Costco and Hermes on the actual operation, they are two completely different sectors and products. Know that it is important to keep Hermes within the family, remember that LVMH wanted to take over Hermes and then the family in Hermes came together to stop LVMH. Overall, I completely agree with what you write. This is therefore very high on the wish list.- 19.9.2024·Fantastic company, pleased to throw it into the company at the start of the day. Hermes is perhaps the company that I think fits my strategy best. Long history, several rounds where they have had to adapt over the past 180 years and an enormous position in the world of luxury: No one has such a strong tradition of craftsmanship, with a small army of trained professionals. Today's NTM P/E is 43 Average P/E since 2013: 45 Average quarterly P/E since 2019: 52.3 Hermes is by all standards an expensive company. In my opinion, it is difficult to find real risks with the company as there are almost no other large companies with this widespread recognition as "the best of the best". Expensive, safe, and incredibly well run company 👏
24.9.202424.9.2024I can find two risks you should think of. Company is heavily managed by one family. Possible family arguments is definately a risk factor. Large part of companys sales comes from China24.9.2024·Thanks for the feedback, always interesting with discussions! I think the family bit is relatively harmless. One should of course never underestimate such a thing, but Hermes has been a family company for 180 years. During the attempted takeover by LVMH, the family joined together, and they have a very orderly framework for ownership within the family. This was also the reason why Hermes was listed on the stock exchange 30 years ago, so that various family members could have liquidity to sell and/or receive dividends. I think you misunderstand the revenue from China. Hermes has shown through several financial setbacks that they are able to maintain growth, as well as increase prices to their customers in various areas. The people who buy Hermes products are not the common man, these are people who have the means to buy $10,000+ bags, and who stand in line for years. So-called UNHWI do not experience recessions and less speed in the economy as much as the (upper) middle class. This is the reason why Hermes managed to grow turnover by around 15% in the first half of 2024, while many others such as LVMH either experiences flat or negative growth. - 2.8.2024·High on the wish list 💖 The price for animals, thus welcomes any decline here with open arms. Drooling for this next to LVMH.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q2-osavuosiraportti
50 päivää sitten‧46 min
12,50 EUR/osake
Viimeisin osinko
0,75 %
Tuotto/v
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 17.4.17.4.The market capitalization of Hermès reached €248.6 billion ($280.5 billion) at the close of trading in Paris, topping LVMH's €244.4 billion. LVMH shares sank 7.8% a day after the group owned by Europe's wealthiest man, Bernard Arnault, reported a two percent drop in first quarter sales to €20.3 billion. https://www.lemonde.fr/en/economy/article/2025/04/15/hermes-overtakes-lvmh-as-world-s-most-valuable-luxury-group_6740259_19.html
- 24.1.24.1.Hermes in ALL-TIME high! And is getting expensive after a fantastic quarter. I’m still holding: https://x.com/christianpryds/status/1882729082271515131?s=46
- 16.1.·Is this the Costco of the luxury sector? That is, a stock that is always very expensive and that almost never comes up for sale? I know very well how great the quality of this stock is. I see Hermes as number 1 and LVMH as number 2 in this entire sector when it comes to quality rating. Dreaming of a day when this comes up for sale, then all body parts that are not necessary to have will be sold, the wife will be put up for sale and everything...21.1. · Muokattu·Definitely a high priced company, but what is "expensive" is always relative. The difference between Hermes and Costco is the growth: Costco: 5 year CAGR: 10.8% top line and 15.1% EPS growth. 10 year: 8.5% top, 13.5% EPS Hermes: 5 year CAGR: 17.3% top line, 25.1% EPS. 10 year CAGR: 13.8% top line, 18.4% EPS. Costco is in a way a rather young company, founded in 1978. Hermes has a history dating back to 1837. Both are absolutely fabulous companies, and you can't compare them in good ways. But if you are going to buy companies like these two, you have to make an individual assessment of what is "expensive" and what is not. For a nearly 200-year-old company that has a near monopoly on large-scale luxury hand-made leather goods, there's a lot that has to go wrong before it does. The only time the company has been on a "real" offer since Bernard Arnault tried to buy them some time ago was in 2022. But most recently this fall, family members and key people bought more shares in Hermes. If you're interested in starting a position, it's often a good idea to follow the insider trading in the company, because this is still a family business even after 200 years, and they know it best.22.1.·Know a lot about the company itself. Didn't mean to compare Costco and Hermes on the actual operation, they are two completely different sectors and products. Know that it is important to keep Hermes within the family, remember that LVMH wanted to take over Hermes and then the family in Hermes came together to stop LVMH. Overall, I completely agree with what you write. This is therefore very high on the wish list.
- 19.9.2024·Fantastic company, pleased to throw it into the company at the start of the day. Hermes is perhaps the company that I think fits my strategy best. Long history, several rounds where they have had to adapt over the past 180 years and an enormous position in the world of luxury: No one has such a strong tradition of craftsmanship, with a small army of trained professionals. Today's NTM P/E is 43 Average P/E since 2013: 45 Average quarterly P/E since 2019: 52.3 Hermes is by all standards an expensive company. In my opinion, it is difficult to find real risks with the company as there are almost no other large companies with this widespread recognition as "the best of the best". Expensive, safe, and incredibly well run company 👏24.9.202424.9.2024I can find two risks you should think of. Company is heavily managed by one family. Possible family arguments is definately a risk factor. Large part of companys sales comes from China24.9.2024·Thanks for the feedback, always interesting with discussions! I think the family bit is relatively harmless. One should of course never underestimate such a thing, but Hermes has been a family company for 180 years. During the attempted takeover by LVMH, the family joined together, and they have a very orderly framework for ownership within the family. This was also the reason why Hermes was listed on the stock exchange 30 years ago, so that various family members could have liquidity to sell and/or receive dividends. I think you misunderstand the revenue from China. Hermes has shown through several financial setbacks that they are able to maintain growth, as well as increase prices to their customers in various areas. The people who buy Hermes products are not the common man, these are people who have the means to buy $10,000+ bags, and who stand in line for years. So-called UNHWI do not experience recessions and less speed in the economy as much as the (upper) middle class. This is the reason why Hermes managed to grow turnover by around 15% in the first half of 2024, while many others such as LVMH either experiences flat or negative growth.
- 2.8.2024·High on the wish list 💖 The price for animals, thus welcomes any decline here with open arms. Drooling for this next to LVMH.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
2 133VWAP
Alin
2 108VaihtoMäärä
0 22
VWAP
Ylin
2 133Alin
2 108VaihtoMäärä
0 22
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 30.7. | |
| 2025 Yhtiökokous | 30.4. | |
| 2025 Q1-osavuosiraportti | 17.4. | |
| 2024 Vuosiraportti | 27.3. | |
| 2024 Q4-osavuosiraportti | 14.2. |
Datan lähde: Morningstar, Quartr
Q2-osavuosiraportti
50 päivää sitten‧46 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 30.7. | |
| 2025 Yhtiökokous | 30.4. | |
| 2025 Q1-osavuosiraportti | 17.4. | |
| 2024 Vuosiraportti | 27.3. | |
| 2024 Q4-osavuosiraportti | 14.2. |
Datan lähde: Morningstar, Quartr
12,50 EUR/osake
Viimeisin osinko
0,75 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 17.4.17.4.The market capitalization of Hermès reached €248.6 billion ($280.5 billion) at the close of trading in Paris, topping LVMH's €244.4 billion. LVMH shares sank 7.8% a day after the group owned by Europe's wealthiest man, Bernard Arnault, reported a two percent drop in first quarter sales to €20.3 billion. https://www.lemonde.fr/en/economy/article/2025/04/15/hermes-overtakes-lvmh-as-world-s-most-valuable-luxury-group_6740259_19.html
- 24.1.24.1.Hermes in ALL-TIME high! And is getting expensive after a fantastic quarter. I’m still holding: https://x.com/christianpryds/status/1882729082271515131?s=46
- 16.1.·Is this the Costco of the luxury sector? That is, a stock that is always very expensive and that almost never comes up for sale? I know very well how great the quality of this stock is. I see Hermes as number 1 and LVMH as number 2 in this entire sector when it comes to quality rating. Dreaming of a day when this comes up for sale, then all body parts that are not necessary to have will be sold, the wife will be put up for sale and everything...21.1. · Muokattu·Definitely a high priced company, but what is "expensive" is always relative. The difference between Hermes and Costco is the growth: Costco: 5 year CAGR: 10.8% top line and 15.1% EPS growth. 10 year: 8.5% top, 13.5% EPS Hermes: 5 year CAGR: 17.3% top line, 25.1% EPS. 10 year CAGR: 13.8% top line, 18.4% EPS. Costco is in a way a rather young company, founded in 1978. Hermes has a history dating back to 1837. Both are absolutely fabulous companies, and you can't compare them in good ways. But if you are going to buy companies like these two, you have to make an individual assessment of what is "expensive" and what is not. For a nearly 200-year-old company that has a near monopoly on large-scale luxury hand-made leather goods, there's a lot that has to go wrong before it does. The only time the company has been on a "real" offer since Bernard Arnault tried to buy them some time ago was in 2022. But most recently this fall, family members and key people bought more shares in Hermes. If you're interested in starting a position, it's often a good idea to follow the insider trading in the company, because this is still a family business even after 200 years, and they know it best.22.1.·Know a lot about the company itself. Didn't mean to compare Costco and Hermes on the actual operation, they are two completely different sectors and products. Know that it is important to keep Hermes within the family, remember that LVMH wanted to take over Hermes and then the family in Hermes came together to stop LVMH. Overall, I completely agree with what you write. This is therefore very high on the wish list.
- 19.9.2024·Fantastic company, pleased to throw it into the company at the start of the day. Hermes is perhaps the company that I think fits my strategy best. Long history, several rounds where they have had to adapt over the past 180 years and an enormous position in the world of luxury: No one has such a strong tradition of craftsmanship, with a small army of trained professionals. Today's NTM P/E is 43 Average P/E since 2013: 45 Average quarterly P/E since 2019: 52.3 Hermes is by all standards an expensive company. In my opinion, it is difficult to find real risks with the company as there are almost no other large companies with this widespread recognition as "the best of the best". Expensive, safe, and incredibly well run company 👏24.9.202424.9.2024I can find two risks you should think of. Company is heavily managed by one family. Possible family arguments is definately a risk factor. Large part of companys sales comes from China24.9.2024·Thanks for the feedback, always interesting with discussions! I think the family bit is relatively harmless. One should of course never underestimate such a thing, but Hermes has been a family company for 180 years. During the attempted takeover by LVMH, the family joined together, and they have a very orderly framework for ownership within the family. This was also the reason why Hermes was listed on the stock exchange 30 years ago, so that various family members could have liquidity to sell and/or receive dividends. I think you misunderstand the revenue from China. Hermes has shown through several financial setbacks that they are able to maintain growth, as well as increase prices to their customers in various areas. The people who buy Hermes products are not the common man, these are people who have the means to buy $10,000+ bags, and who stand in line for years. So-called UNHWI do not experience recessions and less speed in the economy as much as the (upper) middle class. This is the reason why Hermes managed to grow turnover by around 15% in the first half of 2024, while many others such as LVMH either experiences flat or negative growth.
- 2.8.2024·High on the wish list 💖 The price for animals, thus welcomes any decline here with open arms. Drooling for this next to LVMH.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
2 133VWAP
Alin
2 108VaihtoMäärä
0 22
VWAP
Ylin
2 133Alin
2 108VaihtoMäärä
0 22
Välittäjätilasto
Dataa ei löytynyt