🏎️ Ferrari leverages its Formula 1 prestige to enhance its high-end models.
🌱 The company is innovating with hybrid engines and electric components, maintaining its pioneering status.
📈 Ferrari has demonstrated solid growth, with a 43% increase in operating margin (EBIT) in just two years.
💰 The dividend has increased by over 40% in the last three years, although the yield remains low at around 0.6%.
👜 Kering is a prestigious luxury conglomerate owning brands like Gucci, Saint Laurent, and Bottega Veneta.
📉 The company's stock has dropped significantly, around 11% in the last year, due to falling sales in China.
✅ Kering has a solid financial health with a solvency ratio of around 1.60.
💰 The dividend yield is attractive at approximately 4.4%, with a payout of 2.88 per share.
🛡️ The Amundi S&P Global Luxury UCITS ETF is a popular option for investing in the luxury sector globally.
🎯 It aims to replicate the S&P Global Luxury index, focusing on leading companies in premium products and services.
⚖️ The ETF uses a synthetic replication method with swaps to closely track the index's performance.
💰 It has a low management cost (TER) of 0.25% per year.
📈 The ETF has shown a return of around 65% over the last 5 years.
📉 JP Morgan predicts only a 3% average growth for the S&P 500 over the next 10 years.
🤔 This forecast raises concerns about potential market overvaluation.
🐻 The analysis suggests a cautious outlook, contrasting with recent market exuberance.
🚀 Oracle is part of the Stargate project, a public-private partnership focused on AI development.
💰 The project has a substantial budget of $500 billion.
📈 This initiative aims to boost the AI revolution and drive market growth.
