2Anno·

Good evening Getquin community,


I used today's day on the stock market to increase my position in Moncler. After today's price setback a very attractive stock, and even if I have not quite bought at the bottom I am more than satisfied😁


To Moncler:


Moncler, in case anyone doesn't know it yet, is an Italy-based luxury fashion company with French roots that is primarily in the winter fashion space and makes extremely high-end clothing. Recently, the clothing brand Stone Island was bought up and thus affiliated with the Moncler company.


Short key figures of Moncler:


P/E RATIO: 41.42


P/E RATIO: 7.08


KCV: 27.16


Market capitalization: 14.75 billion


Free float: 72.92


Dividend yield: 0.83


Furthermore, the recently published figures for fiscal 2021 and the completed 4th quarter:


Q4 2021 earnings per share of €0.481, compared to €0.475 from Q3 2021.

Sales increased to €868.9 million in Q4, compared to sales of €675.0 million in Q3. An increase of 28.73%!


Full year 2021 earnings per share were €1.56, compared to €1.18 earned in 2020. Forecasts saw earnings per share of €1.48 in 2021.


Together with Stone Island, Moncler achieved sales of €2.05 billion in 2021, up from around €1.42 billion in 2020, again a growth of 44%! Expected in the forecasts was € 1.99 billion.


EBIT was €603 million, compared with an expected €573 million. And net income was €411 million, compared with €386 million expected.


In addition, the company proposed a dividend increase from €0.45 to €0.6 per share, a dividend increase of 33.3%!


The facts that all forecasts were exceeded, that there is a good outlook for the coming periods, that I like the logo, that Italy is a beautiful country ist🤌🏻, that I like skiing very much and that I stand out from the low-income earners with a luxury brand in my portfolio😜 have fully convinced me of the company.


What do you think of Moncler, an awesome company?

Or are you rather not taken?


Looking forward to your views😗

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27 Commenti

immagine del profilo
Luxury always goes, probably a little less when there is war but then come finally times halfway favorable prices to re-buy 🚀
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immagine del profilo
I also find it very interesting! Sooner or later there will certainly be a merger, which will certainly have a good effect on the price 📈
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immagine del profilo
The only interesting company in the luxury outdoor sector, with Stone Island even better... outside of my job in the fashion industry, I've never looked at these companies as an investment - but the miserable performance in the chart is striking - the dog is buried somewhere, isn't it ?
But maybe they will be taken over by LVMH one day - would fit !
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immagine del profilo
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immagine del profilo
@meta no joke, this song made me take a closer look at moncler back then😂
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LOL... "Who is the King of Rap" 🤪
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immagine del profilo
@meta That is the point of luxury stocks. If they were cheap, it wouldn't be a luxury
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immagine del profilo
@meta If the oligarchs now have to cut back and only buy a new RR or a 500k watch every other day, there will be no more growth anyway.
immagine del profilo
The luxury brands are definitely not making most of their sales with the Russians.

Example: I have seen a sheikh get married four times in Dubai or Saudi Arabia, after which there was nothing left in hundreds of luxury stores for weeks because they were sold out. That and our Asian neighbors, especially the Chinese, keep the business going. Then there are normal people who want to fulfill their dreams, stand out, have something special, etc. Overvalued or not, I stand by my LVMH shares and will continue to build on them.

My opinion - doesn't have to be yours.
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immagine del profilo
@meta That's the way it has to be. Like the products.
immagine del profilo
@Barsten But I don't understand the logic of normal people. Buying a jacket for 5k but working for 2 months for it? I think that's stupid.
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