Jefferies sees SpaceX IPO and Asian market surges boosting luxury retail demand

Industry
โดย Seeking Alpha·Read original
Summary · why it matters

Jefferies analysts suggest that strong wealth creation from the SpaceX IPO and surging Asian equity markets could lift demand for luxury brands. South Korea's Kospi Index has jumped 75% in the second quarter, the S&P 500 is up 15%, and Japan's Nikkei Index has risen 37%, while the SpaceX IPO has further buoyed sentiment among wealthy consumers. The firm highlights potential beneficiaries including LVMH, Moncler, Kering, Hermès, Chanel, Richemont, Prada Group, Burberry, Brunello Cucinelli, Ferragamo, Versace, Valentino, Tod's, Dolce & Gabbana, Armani, Ralph Lauren, Tapestry, Capri Holdings, On Holding, and Christian Louboutin. The Amundi Global Luxury UCITS ETF has gained 10% over the past six weeks.

Impact on stocks 15

Consumer Discretionary▲ · 14 stocks
Capri Holdings Ltd
CPRI
▲ PositiveDemandrelevance

Jefferies sees SpaceX IPO and Asian market surges boosting luxury retail demand, benefiting Capri Holdings as a luxury brand.

Ralph Lauren Corp Class A
RL
▲ PositiveDemandrelevance

Jefferies sees SpaceX IPO and Asian market surges boosting luxury retail demand, benefiting Ralph Lauren as a luxury brand.

Tapestry Inc
TPR
▲ PositiveDemandrelevance

Jefferies sees SpaceX IPO and Asian market surges boosting luxury retail demand, benefiting Tapestry as a luxury brand.

Consumer Staples▲ · 1 stocks

Off-coverage companies 5

Christian LouboutinPrivate± Mixed
relevance

Dolce & Gabbana S.r.l.Private± Mixed
relevance

Giorgio Armani GroupPrivate± Mixed
relevance

Tod's S.p.A.Private± Mixed
relevance

Valentino S.p.A.Private± Mixed
relevance

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