RBC Sell-side卖方

UK & EUROPEAN RESEARCH AT A GLANCE

Sep 22, 20268 pages

From the report报告摘录Luxury Sector Downgrades & Macro Risks: LVMH (downgraded to SP, EPS cut 10% to €23.03) and Burberry (downgraded to SP, FY28-29 EPS reduced 6-8%) signal sector-wide growth moderation due to Middle East conflict, oil…

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