9Mon·

What is the current mood here at $MC (+4.81%) ?


Would you buy, are you invested? When would you get in?


I personally find the current level very attractive and am of the opinion that luxury "always works" and even if you think a little more pessimistically at the moment, things could look completely different again in 5 years' time.

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8 Comments

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I won't be buying, even though I find the luxury sector very interesting. I could rather imagine $RACE as an "uber" luxury company. The order books are full until 2026. But I would also be cautious here - a lot is already priced in. Perhaps also $EL (luxury, tech, healthcare). Another alternative would be $RR. (luxury, defense, energy).
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@But_the_Stock_Picked_Me What luxury products do they have? So $RR.
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@Johann_van_der_Smut Cars. But ugly ones.
@Johann_van_der_Smut The car brand definitely belongs to $BMW 😁
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@Tobi222004 You don't need to tell me that... 😉
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Well, it's just the luxury reality income share at the moment. For me personally, the sector is currently associated with too many risks, no matter how well positioned the individual companies are
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