Investment

Chart of the Month – Luxury: resilience of the 3 musketeers

by Marie-Caroline Fonta

Luxury: resilience of the 3 musketeers

Marketwise, a year never resembles the previous one. Nevertheless, one element persists: the ability of the major Luxury Goods companies to sail on headwinds, to adapt and resist. Many events have put the market under pressure this year: political and economic episodes, sectoral rotations, trade war, uprising in Hong Kong… Some of these events have had a greater impact on companies in the luxury sector (trade war between the United States and China, riots in Hong Kong, announcement of taxes on imports from the European Union, slowing in China). There is concern about the ability of these companies to overcome this pressure, with the Chinese consumer being the largest consumer in Luxury Goods and Hong Kong being a central attraction for Asian consumers.

In the last 12 months, a portfolio composed of the equally-weighted three big luxury goods companies outperformed the market significantly, after recovering December’s losses much faster than the latter. These three major luxury goods companies, none other than LVMH, Hermès and Kering, published their third quarter results in October. The observation is the same for all: the three recorded strong sales growth in the third quarter (which includes the riot period in Hong Kong and its escalation). Of course, sales in Hong Kong weakened, but they were completely offset by the other Asian regions, resulting in a strong acceleration of growth in Asia. This region represents between 40% and 50% of the sales of these three companies. These companies have put great efforts into expanding this region of the world, developing e-commerce and opening stores to increase local consumption.

Luxury has a bright future ahead, with a moderate premium today over global equities. We are close to 9% and have already reached much higher levels several times in the recent past (20%). A low premium is generally a good indicator to enter this sector of opportunity.

Stock prices react quickly, these companies keep surprising by their level of margins, their great ability to diversify within their business lines and to adapt to consumer demand. The headwinds will still be very strong in the last quarter of the year but growth is on track! A lesson to learn: these three musketeers still have some nice things to show and it would probably not be a bad idea to buy them at market corrections.

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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