Why I'm A Buyer Of Christian Dior SE

Arjen Elgersma
37 Followers

Summary

  • I initiated a position in LVMH via Christian Dior, seeing value at current prices despite recognizing stronger luxury peers exist.
  • LVMH's strength lies in its diverse portfolio of 75 Maisons, with Louis Vuitton driving a significant portion of revenue and profit.
  • While LVMH dominates high-end and aspirational luxury, it isn't represented in the 'absolute' and 'beyond' luxury areas.
  • Fashion & Leather Goods, notably Louis Vuitton, Loro Piana, and Christian Dior, remain standout segments with robust margins and brand equity.
Selective blur on a bar umbrella with the logo of Moet & Chandon. Moet et Chandon is a French brand of luxury champaign champagne part of Moet Hennessy.

BalkansCat/iStock Editorial via Getty Images

I recently took a position in LVMH (OTCPK:LVMHF)(OTCPK:LVMUY) through the holding company Christian Dior SE (CHDRF) (OTCPK:CHDRY) at a price of around €424 (Christian Dior SE price). At the moment I bought the Christian Dior SE shares, the

This article was written by

37 Followers
Hello, I am an 26 year old passionate investor from The Netherlands. I am here to share my passion for investing and writing articles with you. My investment universe is framed around high-quality companies with a focus on the long term. To me, high-quality means the following: high ROIC, high insider ownership and growth. In my view, the best metric to assess growth is free cash flow per share.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CHDRF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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