The renowned luxury brand$Hermes International SA(HESAY.US)$is scheduled to release its first-quarter financial report before the market opens on Thursday, April 25th, Eastern Time. Considering the stable growth in sales of the group's various product lines and the expected slowdown in overall sales growth in the luxury goods industry for the Asia-Pacific region in the first quarter, we an...
Analysts from Bernstein and UBS suggest that Hermes' exposure to high-end clientele could explain its exceptional results and resilience amidst economic challenges. They believe that the brand is likely to outperform the sector in 2024 and deliver stronger topline growth.
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Hermès's strategy of restrained product output promotes brand resilience during market slumps, consequently upholding its stock value. However, this demand-based approach may prove challenging for other brands to replicate.
$Hermes International SA(HESAY.US)$Gap filled and touch an important resistance. I think stock will go side way at this point and try to breakout to 2050.5 for all time high.
In order to understand my strategy, you have to first understand the outlook. Fed will cut rates in Q1 With the inflation coming down at a consistent pace, the Fed is confident to no longer require any hikes. The next step is to watch for the first cut. Listen to all the Fed speakers and you will know they want to say they are ready to cut. But if they say that, they know we investors and traders will start pouring in and create a giant balloon in the market. As Harvey...
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digimonX :
I don't think the Fed will cut rates in Q1. I think rate cuts probably start in Q2. Anyway, I am happy as long as Powell doesn't say shitty things to tank the market. As for the tech sector, I agree nvidia will still own the AI market. However, industry players want a second source (because nvidia has a reputation to be "unfriendly"). AMD is the second source. I hope AMD can get enough capacity from TSMC to produce many MI300s. The initial batches of MI300 cards all go to the El Capitan supercomputer installation. AMD's investment in opensource AI software platforms is the right direction as it allows models to be hardware agnostic. If they are successful, switching underlying hardware will be simpler than many think. Palantir has been implementing AI-based solutions well before AI caught mainstream news. Many people have issues because the things Palantir does is not always clear. Many of their customers are government agencies & contracts/engagements are confidential. This is a company that one invests partly based on numbers & partly on gut feel. I own some shares & hope the company does well.
Rexon Capitalスレ主 :
Thanks for starting a discussion Powell will speak today so we shall see what his views are. Most likely he will remain neutral unless being tricked into showing his cards. I agree with your views on AMD. However, I think they will invest more into data centers as they are currently dominating in that area. My biggest worry for NVDA is the US government trying to hamper it. This will help AMD to catch up. Intel has already taken a comfortable bed in the ground. Palantir really needs to promote its AI model towards business and generate more revenue. The next biggest catalyst will be S&P500 inclusion.
digimonX :
I hope Powell remains neutral like you mentioned rather than saying things like "not confident the Fed has done enough", "higher for longer", etc. I have phobia every time this guy comes out to talk. I don't currently own nvidia & am currently selling put options at high $300s & low $400s strike prices. If it gets there, I'll pick up the shares. If not, I'll just collect the premiums. At some point, I do wanna own some nvidia shares. I don't like Jensen Huang because I find him arrogant but he can really make tons of $... Gotta give it to him.
Hermes International SAに関するコメント
Singapore reviews local qualifying salary; more funding for employers to raise wages in Budget 2024
SINGAPORE is reviewing the local qualifying salary (LQS) – the minimum that local workers must be paid by an employer that hires foreign workers – under the series of moves to support lower-wage workers, said Senior Minister of State for Manpower Zaqy Mohamad on Friday (Jan 26), without giving further details.
Private home prices u...
Fed will cut rates in Q1
With the inflation coming down at a consistent pace, the Fed is confident to no longer require any hikes. The next step is to watch for the first cut. Listen to all the Fed speakers and you will know they want to say they are ready to cut. But if they say that, they know we investors and traders will start pouring in and create a giant balloon in the market. As Harvey...
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