Comprare azioni LVMH (LVMUY)? Analisi degli YouTuber di finanza

The analyst states they do not own LVMH and are not considering buying it, despite its current undervaluation and potential for capital gains. They express concern about the luxury sector's resilience in current market conditions, particularly in China and the USA, and note that other dividend stocks are more attractive.

“Ich habe LVMH nicht im Depot. Ich erwege auch keinen Kauf von LVMH, weil äh ist erstmal, ob es jetzt wirklich wäre natürlich cool, wenn der Gewinn auch wieder so steigt und auch dann die Dividenden später wieder ansehen.” — ▶ 12:50

The YouTuber suggests LVMH is a quality stock that has become cheaper due to weaker consumer spending, leading to a revenue and profit decline. He recommends a staggered entry, similar to Nov Nordisk, to take advantage of the current lower valuation (P/E around 20) and improve long-term returns, with a potential first tranche at current levels and further buys if it drops to around 560 Euros.

“Ähnlich wie Nov Nordisk würde ich hier W man die haben will den gestaffelten Einstieg bevorzugen.” — ▶ 25:50