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Overview
Profile

Kering

KER.PA
FR0000121485
851223

Price

340.50
Today +/-
+0
Today %
+0 %
P

Kering Revenue, EBIT, Net Income

Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Kering, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Kering from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Kering’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Kering. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Kering’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Kering’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Kering’s growth potential.

Kering Revenue, Profit, and EBIT History

DateKering RevenueKering EBITKering Net Income
2029e29.33 B undefined0 undefined0 undefined
2028e27.88 B undefined7.41 B undefined6.02 B undefined
2027e27.11 B undefined7.35 B undefined5.22 B undefined
2026e22.55 B undefined5.37 B undefined3.5 B undefined
2025e21.05 B undefined4.81 B undefined3.06 B undefined
2024e19.71 B undefined4.23 B undefined2.65 B undefined
202319.57 B undefined4.72 B undefined2.98 B undefined
202220.35 B undefined5.49 B undefined3.61 B undefined
202117.65 B undefined4.88 B undefined3.18 B undefined
202013.1 B undefined3.08 B undefined2.15 B undefined
201915.88 B undefined4.73 B undefined2.31 B undefined
201813.67 B undefined3.91 B undefined3.71 B undefined
201710.82 B undefined2.67 B undefined1.79 B undefined
201612.38 B undefined1.77 B undefined813.5 M undefined
201511.58 B undefined1.65 B undefined696 M undefined
201410.04 B undefined1.67 B undefined528.9 M undefined
20139.66 B undefined1.7 B undefined49.6 M undefined
20129.74 B undefined1.75 B undefined1.05 B undefined
20118.06 B undefined1.49 B undefined986.3 M undefined
201011.01 B undefined1.37 B undefined964.5 M undefined
200913.58 B undefined1.24 B undefined950.9 M undefined
200817.21 B undefined1.44 B undefined921.1 M undefined
200719.1 B undefined1.63 B undefined922.3 M undefined
200617.03 B undefined1.28 B undefined685.3 M undefined
200516.94 B undefined1.06 B undefined535.4 M undefined
200416.66 B undefined1.07 B undefined1.07 B undefined

Kering Stock Ratios

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

Details

Keystats

ⓘ

Revenue and Growth

The Kering Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Kering is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Kering provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Kering's financial health and stability.

Assets

Kering's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Kering must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Kering after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Kering's financial standing, aiding in investment evaluations and risk assessments.

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Kering stock margins

Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Kering's sales revenue. A higher gross margin percentage indicates that the Kering retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Kering's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Kering's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Kering's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Kering. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Kering's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Kering Margin History

Kering Gross marginKering Profit marginKering EBIT marginKering Profit margin
2029e76.29 %0 %0 %
2028e76.29 %26.6 %21.58 %
2027e76.29 %27.12 %19.24 %
2026e76.29 %23.82 %15.5 %
2025e76.29 %22.86 %14.52 %
2024e76.29 %21.45 %13.46 %
202376.29 %24.1 %15.25 %
202274.68 %26.99 %17.75 %
202174.06 %27.63 %18 %
202072.59 %23.52 %16.42 %
201974.13 %29.8 %14.53 %
201874.63 %28.65 %27.19 %
201773.19 %24.68 %16.51 %
201662.9 %14.31 %6.57 %
201561.07 %14.21 %6.01 %
201462.72 %16.63 %5.27 %
201362.56 %17.62 %0.51 %
201261.22 %17.93 %10.77 %
201161.72 %18.51 %12.23 %
201048.77 %12.45 %8.76 %
200949.2 %9.13 %7 %
200846.93 %8.37 %5.35 %
200743.49 %8.55 %4.83 %
200643.88 %7.49 %4.03 %
200543.33 %6.27 %3.16 %
200443.96 %6.4 %6.39 %

Kering Stock Sales Revenue, EBIT, Earnings per Share

Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Kering earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Kering's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Kering’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Kering's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Kering Revenue, Profit, and EBIT per Share History

DateKering Sales per ShareKering EBIT per shareKering Earnings per Share
2029e237.65 undefined0 undefined0 undefined
2028e225.87 undefined0 undefined48.74 undefined
2027e219.66 undefined0 undefined42.26 undefined
2026e182.72 undefined0 undefined28.33 undefined
2025e170.56 undefined0 undefined24.77 undefined
2024e159.68 undefined0 undefined21.49 undefined
2023159.85 undefined38.53 undefined24.37 undefined
2022165.06 undefined44.55 undefined29.3 undefined
2021141.63 undefined39.13 undefined25.49 undefined
2020104.79 undefined24.65 undefined17.2 undefined
2019126.56 undefined37.71 undefined18.4 undefined
2018108.49 undefined31.08 undefined29.49 undefined
201785.84 undefined21.19 undefined14.17 undefined
201698.29 undefined14.06 undefined6.46 undefined
201591.94 undefined13.07 undefined5.52 undefined
201479.7 undefined13.25 undefined4.2 undefined
201376.62 undefined13.5 undefined0.39 undefined
201277.22 undefined13.84 undefined8.31 undefined
201163.85 undefined11.82 undefined7.81 undefined
201086.86 undefined10.81 undefined7.61 undefined
2009107.42 undefined9.8 undefined7.52 undefined
2008136.54 undefined11.43 undefined7.31 undefined
2007148.44 undefined12.7 undefined7.17 undefined
2006139.85 undefined10.48 undefined5.63 undefined
2005127.82 undefined8.02 undefined4.04 undefined
2004124.61 undefined7.98 undefined7.97 undefined

Kering stock analysis

Kering SA is a leading French luxury company based in Paris. The company has a long and fascinating history dating back to 1963 when it was founded as Pinault-Printemps-Redoute. In the 1990s, the company acquired several brands including Yves Saint Laurent and Gucci, and began a comprehensive restructuring and realignment. In 2005, the company changed its name to Kering. Kering's business model focuses on the sale of luxury goods and services. The company operates in areas such as fashion, leather goods, shoes, watches, and jewelry. Some of the most well-known brands owned by the company include Gucci, Saint Laurent, Bottega Veneta, Balenciaga, Alexander McQueen, Brioni, Boucheron, and Pomellato. Each brand is led by its own creative team responsible for design and product development. Kering itself handles distribution, marketing, and finance. The company aims to provide customers with an exclusive shopping experience and places special emphasis on quality, exclusivity, and sustainability. In addition to luxury goods production, Kering is also involved in a number of sustainability initiatives. The company has launched a program called the "Sustainability Apparel Coalition" which aims to reduce the environmental impact of the apparel industry. Kering also advocates for fair working conditions and supports initiatives to promote women in leadership positions. Kering's portfolio is diverse and includes products in various categories. Gucci is one of the company's most well-known and successful brands, offering high-quality products in fashion, leather goods, shoes, and accessories for men, women, and children. Saint Laurent is an elegant brand known for its minimalist designs and historical significance in the fashion industry. Bottega Veneta is known for its creative craftsmanship, offering exquisitely designed leather goods and accessories for discerning customers. Balenciaga has gained a reputation for avant-garde fashion and is known for its bold and innovative designs. Overall, Kering has built an impressive portfolio of exclusive brands and products that are coveted worldwide. With its focus on sustainability and quality, the company has taken a leadership role in the luxury industry and remains as relevant as ever. Kering is one of the most popular companies on Eulerpool.com.

Kering SWOT Analysis

Strengths

Kering SA has several strengths that contribute to its success in the market. Firstly, the company owns a diverse portfolio of luxury brands, including Gucci, Saint Laurent, and Balenciaga, which gives it a strong presence in the luxury fashion industry. This brand diversity helps Kering SA to reduce risk and seize opportunities in different market segments.

Secondly, Kering SA possesses deep industry expertise and a strong reputation for innovation and design. This expertise allows the company to consistently create and deliver desirable products that appeal to high-end consumers.

Finally, Kering SA has a global presence and a well-established distribution network, enabling it to reach customers worldwide. This extensive network provides the company with a competitive advantage in terms of market reach and customer accessibility.

Weaknesses

Despite its strengths, Kering SA also faces some weaknesses that could hinder its performance. One notable weakness is the company's heavy reliance on the luxury fashion industry, which is highly sensitive to economic fluctuations. This dependency exposes Kering SA to the risk of declining demand during economic downturns.

Additionally, as a luxury brand company, Kering SA may struggle to appeal to a broader consumer base due to higher price points and exclusivity. This limited customer segment may restrict the company's growth potential compared to brands catering to a wider range of consumers.

Opportunities

Kering SA has several opportunities to leverage and expand its market position. Firstly, the growing demand for luxury goods in emerging markets presents a significant opportunity for the company. By capitalizing on the rising affluence and aspirations of consumers in these markets, Kering SA can expand its customer base and increase sales.

Secondly, the increasing focus on sustainable fashion and ethical practices opens doors for Kering SA. The company's commitment to sustainability, as demonstrated through its environmental and social initiatives, can attract environmentally-conscious consumers and enhance brand reputation.

Furthermore, the digital transformation of the retail industry offers Kering SA the opportunity to strengthen its online presence and leverage e-commerce channels. This can provide the company with access to a wider customer base, improved customer engagement, and increased sales.

Threats

Kering SA faces several threats that could impact its business operations. Firstly, intense competition within the luxury fashion market poses a significant threat. Competitors with similar product offerings and strong brand equity can challenge Kering SA's market position and market share.

Secondly, economic uncertainties and geopolitical factors can negatively affect consumer spending on luxury goods, thereby impacting Kering SA's sales and profitability. Fluctuating exchange rates, trade barriers, and political instability can create challenging business environments in certain regions.

Lastly, counterfeit products and intellectual property infringement pose threats to Kering SA's brand value and revenue. The presence of counterfeit luxury goods in the market can undermine consumer trust and dilute the exclusivity associated with Kering SA's brands.

Kering valuation based on historical P/E ratio, EBIT, and P/S ratio.

Kering Stock splits

In Kering's history, there have been no stock splits.

Kering Stock Dividend

Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for Kering provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Kering’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Kering's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Kering Dividend History

DateKering Dividend
2029e16.22 undefined
2028e16.21 undefined
2027e16.22 undefined
2026e16.21 undefined
2025e16.19 undefined
2024e16.26 undefined
202314 undefined
202212 undefined
20218 undefined
20208 undefined
201910.5 undefined
20186 undefined
20174.6 undefined
20164 undefined
20154 undefined
20143.75 undefined
20133.75 undefined
20123.5 undefined
20113.5 undefined
20103.3 undefined
20093.3 undefined
20083.45 undefined
20073 undefined
20062.72 undefined
20052.52 undefined
20043.6 undefined

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Unfortunately, there are currently no price targets and forecasts available for Kering.

Kering Earnings Surprises

DateEPS EstimateEPS ActualQuarterly report
12/31/202311.87 10.39  (-12.45 %)2023 Q4
6/30/202314.79 14.62  (-1.16 %)2023 Q2
12/31/202216.91 14.43  (-14.65 %)2022 Q4
6/30/202214.75 15.99  (8.44 %)2022 Q2
12/31/202113.25 15.14  (14.3 %)2021 Q4
6/30/202110.99 11.84  (7.7 %)2021 Q2
12/31/202011.95 11.23  (-6.05 %)2020 Q4
6/30/20204.58 4.55  (-0.55 %)2020 Q2
12/31/201917.19 13.22  (-23.1 %)2019 Q4
6/30/20199.92 12.37  (24.72 %)2019 Q2
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Eulerpool ESG Scorecard© for the Kering stock

Eulerpool ESG Rating (EESG©)

83/ 100

🌱 Environment

99

👫 Social

99

🏛️ Governance

52

Environment

Scope 1 - Direct Emissions
21,660
Scope 2 - Indirect emissions from purchased energy
7,598
Scope 3 - Indirect emissions within the value chain
2,398,466
Total CO₂ emissions
29,258
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
❌
Pesticides
❌
Palm Oil
❌
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
✅
Environmentally friendly packaging
✅
Hazardous substances
✅
Fuel consumption and efficiency
❌
Water consumption and efficiency
✅

Social

Percentage of female employees62.9
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol❌
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept✅
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement✅
Call Back Policies❌
Antitrust law❌

Kontaktformular an uns. The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

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Kering Stock Shareholders

%
Name
Stocks
Change
Date
5.02 % Baillie Gifford & Co.6,190,604-48,7017/3/2023
42.23 % Pinault Family52,116,35204/27/2023
1.99 % Capital Research Global Investors2,450,254-268,64312/31/2023
1.71 % The Vanguard Group, Inc.2,108,6191,85112/31/2023
1.35 % Harris Associates L.P.1,666,850295,66012/31/2023
1.28 % Norges Bank Investment Management (NBIM)1,584,880-565,44412/31/2023
1.17 % Capital World Investors1,445,4808,62012/31/2023
1.10 % BlackRock Institutional Trust Company, N.A.1,363,0253,5861/31/2024
0.87 % Nuveen LLC1,076,83801/31/2024
0.86 % Amundi Asset Management, SAS1,057,6185,0991/31/2024
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5
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Kering Executives and Management Board

Mr. Jean-Francois Palus61
Kering President and Chief Executive Officer of Gucci, Member of the Executive Committee, Non-Independent Director - since 2023
Compensation 10.94 M
Mr. Francoishenri Pinault60
Kering Non-Independent Chairman of the Board, Chief Executive Officer, Member of the Executive Committee
Compensation 9.03 M
Mr. Jean-Pierre Denis62
Kering Director
Compensation 151,625
Ms. Concetta Battaglia54
Kering Director - Representing Employees
Compensation 90,385
Mr. Baudouin Prot72
Kering Director
Compensation 84,753
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Frequently Asked Questions about Kering stock

What values and corporate philosophy does Kering represent?

Kering SA represents various values and a strong corporate philosophy. The company prioritizes sustainability and environmental responsibility across its luxury brands, which include Gucci, Saint Laurent, and Balenciaga. Kering SA promotes diversity, inclusion, and ethical business practices, aiming to make a positive impact on society. The company emphasizes innovation, creativity, and craftsmanship, striving to provide exceptional products and experiences for its customers. Kering SA values long-term growth and sustainable development, constantly seeking ways to reduce its environmental footprint and contribute to a more sustainable future for the fashion industry.

In which countries and regions is Kering primarily present?

Kering SA is primarily present in various countries and regions around the world. The company has a strong global presence, with significant operations in Europe, North America, and Asia. Its headquarters are located in Paris, France. As a multinational luxury goods company, Kering SA has established itself as a leading player in the fashion industry, with a diverse portfolio of luxury brands that cater to a wide range of markets and consumer preferences. It operates through a network of retail stores, department stores, and e-commerce platforms, allowing it to reach customers across different countries and regions.

What significant milestones has the company Kering achieved?

Kering SA, a renowned luxury goods company, has achieved significant milestones over the years. The company witnessed remarkable growth with the acquisition of brands like Gucci, Balenciaga, and Yves Saint Laurent, elevating its presence in the fashion industry. Kering SA successfully implemented sustainability initiatives, aiming to reduce its environmental impact and ensure responsible practices across its supply chain. The company's commitment to ethical sourcing and innovation has gained recognition, earning it a leading position in the luxury sector. By consistently delivering exceptional products and driving sustainable practices, Kering SA has solidified its reputation as a top player in the global luxury market.

What is the history and background of the company Kering?

Kering SA, formerly known as Pinault-Printemps-Redoute (PPR), is a French luxury goods conglomerate founded in 1963. It started as a timber and building materials company, but later transitioned into the retail industry. Under the leadership of François Pinault, the company expanded through strategic acquisitions, focusing on luxury and high-fashion brands. In 1999, the company changed its name to Kering to reflect its transformation into a global luxury goods specialist. Today, Kering SA owns renowned luxury brands such as Gucci, Yves Saint Laurent, Balenciaga, Alexander McQueen, and many others. Kering SA has established itself as a prominent player in the luxury industry, combining exquisite products with sustainable practices.

Who are the main competitors of Kering in the market?

The main competitors of Kering SA in the market are LVMH Moët Hennessy Louis Vuitton SE, Richemont SA, and Tapestry Inc.

In which industries is Kering primarily active?

Kering SA is primarily active in the luxury goods industry.

What is the business model of Kering?

The business model of Kering SA centers around being a global luxury goods company. Kering SA primarily operates through its various luxury brands, which include Gucci, Saint Laurent, Bottega Veneta, and many others. The company focuses on the design, manufacturing, and distribution of luxury fashion products, including clothing, accessories, jewelry, and watches. Kering SA differentiates itself by emphasizing creativity, innovation, and sustainability across its brands. By investing in the development of its luxury products and nurturing collaborations with renowned artists, Kering SA aims to deliver exceptional craftsmanship and unique experiences to its customers, ultimately driving revenue and sustainable growth.

What is the P/E ratio of Kering 2024?

The Kering P/E ratio is 15.71.

What is the P/S ratio of Kering 2024?

The Kering P/S ratio is 2.11.

What is the AlleAktien quality score of Kering?

The AlleAktien quality score for Kering is 8/10.

What is the revenue of Kering 2024?

The expected Kering revenue is 19.71 B EUR.

How high is the profit of Kering 2024?

The expected Kering profit is 2.65 B EUR.

What does Kering do?

Kering SA is a French company that operates as a holding company for various luxury brands. The company's main business areas are luxury fashion, leather goods, shoes, watches, and jewelry. The company was founded in 1963 and is headquartered in Paris. Kering SA is known for its high-quality, exclusive brands, including Gucci, Saint Laurent, Bottega Veneta, Balenciaga, and Alexander McQueen. These luxury brands offer a wide range of products, including clothing, shoes, handbags, jewelry, watches, sunglasses, and perfumes. Gucci is one of Kering SA's most famous brands, offering exclusive fashion and accessories. The brand is known for its bold designs and creative style. Gucci offers a wide range of products, including clothing, handbags, shoes, jewelry, and perfume. Saint Laurent is another important brand of Kering SA, offering high-end fashion and leather goods. The brand is known for its elegant and timeless designs, with a focus on black leather. In addition to clothing and leather goods, Saint Laurent also offers shoes, sunglasses, and jewelry. Bottega Veneta is a luxury brand known for its craftsmanship and exclusive designs. The brand specializes in leather goods and offers a wide range of handbags, wallets, shoes, and accessories. Balenciaga is a luxury brand known for its avant-garde designs and unusual materials. The brand offers a wide range of products, including clothing, shoes, handbags, and accessories. Alexander McQueen is a luxury brand known for its dramatic and unusual designs. The brand offers a wide range of products, including clothing, shoes, handbags, jewelry, and perfume. Kering SA also places a strong emphasis on sustainability and has launched the "Kering for Sustainability" program. The program includes initiatives to reduce greenhouse gas emissions, water consumption, and waste, as well as promote sustainable materials and production methods. The various brands of Kering SA are sold worldwide, with a focus on sales in Asia and North America. The company also operates a number of retail stores and online shops to distribute its brands' products. In summary, the business model of Kering SA is based on the sale of exclusive high-end fashion and luxury products. The company owns some of the world's most renowned luxury brands and focuses on sustainability and ethical business practices. Kering SA is a major player in the fashion world and an important representative of the French luxury industry.

What is the Kering dividend?

Kering pays a dividend of 12 EUR distributed over 2 payouts per year.

How often does Kering pay dividends?

Kering pays out a dividend 2 times a year.

What is the Kering ISIN?

The ISIN of Kering is FR0000121485.

What is the Kering WKN?

The WKN of Kering is 851223.

What is the Kering ticker?

The ticker of Kering is KER.PA.

How much dividend does Kering pay?

Over the past 12 months, Kering paid a dividend of 14 EUR . This corresponds to a dividend yield of about 4.11 %. For the coming 12 months, Kering is expected to pay a dividend of 16.19 EUR.

What is the dividend yield of Kering?

The current dividend yield of Kering is 4.11 %.

When does Kering pay dividends?

Kering pays a quarterly dividend. This is distributed in the months of February, June, February, June.

How secure is the dividend of Kering?

Kering paid dividends every year for the past 0 years.

What is the dividend of Kering?

For the upcoming 12 months, dividends amounting to 16.19 EUR are expected. This corresponds to a dividend yield of 4.76 %.

In which sector is Kering located?

Kering is assigned to the 'Cyclical consumption' sector.

Wann musste ich die Aktien von Kering kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Kering from 5/6/2024 amounting to 9.5 EUR, you needed to have the stock in your portfolio before the ex-date on 5/2/2024.

When did Kering pay the last dividend?

The last dividend was paid out on 5/6/2024.

What was the dividend of Kering in the year 2023?

In the year 2023, Kering distributed 12 EUR as dividends.

In which currency does Kering pay out the dividend?

The dividends of Kering are distributed in EUR.

Other fundamentals and analyses of Kering in the deep dive.

Our stock analysis for Kering Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Kering Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

1. Introduction to the World of Stocks

The Fascination of Stock Markets

The world of the stock markets is fascinating and dynamic, a world where billions of euros change hands every day. For investors, stocks offer a unique opportunity to participate in the growth and success of companies. The simplest realization, perhaps: A stock is nothing more than a share in a company. This could be an investment in the local bakery, a coffee chain like Starbucks, or a software giant like Microsoft. Owning stocks means owning companies. All great and small fortunes are made through company ownership.

Eulerpool is a global financial data provider with offices in St. Gallen (Switzerland), Singapore, and Munich.

At Eulerpool Research Systems, we understand this fascination with stocks like the Kering stock and offer private investors, asset managers, banks, and institutional investors access to comprehensive and reliable financial ratios, high-quality financial data, and intuitive analysis tools to make informed investment decisions.

What Are Stocks?

Shares represent stakes in a company, as is the case with the Kering share. When you buy a share, you become a co-owner of that company. Stock trading takes place on exchanges, an organized market where buyers and sellers meet. The price of a share is determined by supply and demand and reflects the economic performance and potential of the company.

Significance of Stocks in Asset Accumulation

Investing in stocks means directly participating in economic growth. Compared to other forms of investment, stocks often offer higher returns, but they also carry higher risks. With the right tools and analyses, such as those provided by Eulerpool, investors can minimize these risks and make informed decisions.

Our companies create incredible value every day. Through great products and services that we all love. Whether it's coffee, Starbucks, real estate, software, or entertainment. Every product we use comes from a company. By owning shares, we participate in these businesses.

The Role of Stock Metrics and Analysis

The key to success in wealth accumulation with stocks lies in the thorough analysis and understanding of the underlying metrics. This is where Eulerpool Research Systems comes into play: We provide access to over a million securities and ten million metrics, offering our users a comprehensive analysis foundation. Private investors at Eulerpool have access to professional metrics and analysis tools on par with institutional investors.

Long-term Perspectives and Strategies with Stocks, ETFs, Funds, and Crypto

Successful investing requires a long-term perspective. It's not about taking advantage of short-term market fluctuations, but about identifying companies with solid fundamentals and growth potential. Eulerpool supports investors in recognizing such companies and sustainably building their portfolios.

Stocks are an essential component of the modern financial world. By deepening their understanding of stock markets and utilizing quality data and analyses, investors can successfully increase their wealth. Eulerpool Research Systems is by your side as a reliable partner on this journey.

2. Fundamentals of Stocks and ETFs with a Focus on Kering

The Role of Stocks in the Financial Market

Stocks are fundamental building blocks of the financial market. A stock represents a share in a company, such as Kering. It gives the holder a piece of the company and, depending on the type of stock, voting rights at the general meeting. Investors buy stocks in the hope that the company will grow, which is reflected in rising stock prices and potential dividend payouts.

ETFs: An Introduction

Exchange Traded Funds (ETFs) are investment funds that are traded on stock exchanges and replicate the composition of an index, such as the DAX or NASDAQ. They allow investors to invest in a broad portfolio of stocks like Kering without having to buy each stock individually. ETFs are popular for their low fees and ease of handling.

Kering in the world of stocks and ETFs

Companies like Kering are often important components in many stock portfolios and ETFs. The valuation of Kering therefore not only affects direct investors in the Kering stock, but also investors who have invested in ETFs containing Kering shares.

Dividends and Kering

A key element for stock investors is the dividend that companies like Kering distribute to their shareholders. The "dividend yield" of Kering can be an important factor in determining whether a stock represents an attractive investment.

Analysis and Valuation of Stocks

Stock analysis and valuation is a crucial step in determining the true value of companies such as Kering. This process involves analyzing various financial metrics and reports to gain a comprehensive picture of the financial health and potential of Kering.

Both individual stocks and ETFs play an important role in an investor’s portfolio. Investing in companies like Kering and understanding their role in ETFs are essential components for success in the world of finance. With the right tools and analyses, investors can make informed decisions about their investments in stocks and ETFs.

3. Stock Analysis: A Universal Guide

Fundamentals of Financial and Stock Analysis

Financial analysis is the backbone of every investment decision. Whether it involves stocks of technology companies, consumer goods manufacturers, or financial service providers, the analysis of financial metrics is crucial. It encompasses the evaluation of balance sheets, income statements, and cash flow statements.

Key Financial Ratios for Stocks

Core metrics include the price-to-earnings ratio (P/E), dividend yield, return on equity, and price-to-book ratio. The Eulerpool Fair Value is also becoming increasingly popular among professional investors. These metrics offer insights into the valuation, profitability, and financial health of a company.

Analysis of Corporate Performance

The analysis of company performance includes comparing historical data to identify trends in revenue, profit, and other key financial aspects. This analysis assists in forecasting future performance and assessing growth potential.

Eulerpool displays both historical data (up to 30 years of data history) on revenue, EBIT, profit, dividends, and many more, as well as professional forecasts for the coming 7 years.

Risk and Opportunity Assessment

The assessment of risks and opportunities is another important aspect of financial analysis. It encompasses the examination of market risks, credit risks, and operational risks, as well as the evaluation of opportunities arising from new market trends or technological innovations.

Long-Term Financial Outlook

The long-term financial perspective is particularly important for investors interested in sustainable growth and stable returns. This perspective takes into account long-term profitability, the ability to distribute dividends, and the potential for future growth.

A thorough stock analysis is crucial for the success of investments in stocks. Regardless of the industry or the specific company, a well-founded analysis allows investors to make informed decisions and achieve their investment goals.

4. Market and Industry Trends: Their Importance in Stock Analysis

Introduction to Market and Industry Trends

Market and industry trends play a crucial role in the valuation of stocks. Regardless of whether it involves companies from the technology, consumer goods, finance, or any other sector, knowledge of current and future trends is essential for investors.

Global Economic Trends

Analyzing global economic trends is fundamental to understanding the potential and risks of stock investments. These trends can be influenced by geopolitical changes, economic policies, technological advancements, and global events such as pandemics or economic crises.

Industry-Specific Developments

Every industry has its specific trends and challenges. Understanding these specific factors is crucial to assess a company's position within its industry and its potential compared to competitors.

Technological Innovations

Technological innovations can revolutionize entire industries and create new growth opportunities. A company's ability to adapt to and utilize technological changes is an important indicator of its future growth.

Sustainability and Social Responsibility

Sustainability and social responsibility are increasingly gaining importance. Companies that are leading in these areas may deliver better long-term performance, as they are better prepared for future regulatory changes and consumer preferences.

Market Dynamics and Competition

Analyzing market dynamics and competition is crucial to understand a company's strengths and weaknesses. This includes assessing market shares, competitive positioning, and strategic orientation.

Taking into account market and industry trends is an essential part of stock analysis. A deep understanding of these trends enables investors to make informed decisions and better assess the long-term prospects of an investment.

5. Investment Strategies: Diversification and Risk Management

Introduction to Investment Strategies Effective investment strategies are crucial for success in the stock market. Regardless of specific stocks or sectors, it is important to have a well-thought-out investment strategy that considers diversification and risk management.

Diversification: Key to Risk Management

Diversification is a fundamental strategy to minimize risk. It involves spreading investments across different asset classes, industries, and geographic regions to reduce the risk of market volatility and industry-specific downturns.

Long-Term vs. Short-Term Investment Strategies

Investors should distinguish between long-term and short-term investment strategies. Long-term strategies focus on holding stocks over extended periods to benefit from price increases and dividends. Short-term strategies, on the other hand, take advantage of current market trends and fluctuations.

Significance of Risk Tolerance

Individual risk tolerance plays a crucial role in choosing an investment strategy. It depends on various factors such as investment goals, time horizon, and personal comfort with volatility.

Fundamental Analysis and Technical Analysis

Both analysis methods are important for developing investment strategies. Fundamental analysis deals with the assessment of the intrinsic value of stocks, while technical analysis uses market movements and patterns to make trading decisions.

Portfolio Rebalancing

Regular rebalancing of the portfolio is important to maintain the desired risk profile. This includes adjusting the portfolio composition to ensure that it aligns with investment objectives and risk tolerance levels.

A well-thought-out investment strategy that considers diversification, risk tolerance, fundamental analysis, and technical analysis is essential for success in stock trading. Regular portfolio rebalancing helps manage risks and achieve investment goals.

6. Future Perspectives and Potentials in the Stock Market

Introduction to Future Market Trends The stock market is constantly subject to change, influenced by global economic trends, technological developments, and political decisions. Understanding this dynamic is essential for long-term oriented investors.

The Importance of Market Research and Forecasts

Market research and forecasts play a significant role in predicting future market trends. They help investors identify potential growth areas and industries with high potential.

The Influence of Technology and Innovation

Technological innovations are often drivers for market changes. New technologies can disrupt existing industries while simultaneously creating new investment opportunities. Investors should keep an eye on emerging technology trends and their potential impacts on various sectors.

Sustainability and ESG Investments

Sustainability and ESG criteria (Environmental, Social, Governance) are becoming increasingly important for investment decisions. Companies that are leading in these areas could demonstrate greater growth potential in the coming years.

Global Economic Changes

Global economic changes, such as demographic shifts, geopolitical movements, and economic policy decisions, influence stock markets worldwide. Understanding these factors is crucial for developing a robust investment strategy.

Risk Management and Future Vision

Effective risk management remains an important aspect for future investments. Investors should have a balanced vision that considers both potential risks and opportunities.

Taking into account future market trends and global economic changes is crucial for long-term success in the stock market. Investors should proactively monitor technology trends, sustainability, and geopolitical shifts to identify future investment opportunities and adjust their portfolio accordingly.

7. Case Studies: Successful Investment Strategies in the Stock Market

Introduction to Case Studies Analyzing case studies of successful investments offers valuable insights into effective strategies and decision-making processes in the stock market. These case studies can cover a wide range of industries and market conditions, making them relevant for investors of all types.

Analysis of Success Stories

By studying examples where investors have made significant gains, important lessons can be learned about market analysis, timing, and risk management. These stories offer not only inspiration but also practical lessons that can be directly applied to one's own investment strategies.

Understanding Errors and Failures

Equally instructive are case studies that deal with mistakes and failures. These examples help to identify common pitfalls in the stock market and understand how to avoid them in the future.

Diversification and Portfolio Strategy

Some case studies demonstrate how diversification and a well-thought-out portfolio strategy can lead to success. They underline the importance of risk distribution and the selection of stocks from different industries and regions.

Long-Term vs. Short-Term Strategies

Case studies provide insights into the differences between long-term and short-term investment strategies. They illustrate how different approaches can work in various market environments.

Adjustment to Market Changes

Another important aspect highlighted by case studies is the ability to adapt strategies to changing market conditions. Flexibility and adaptability are crucial factors for long-term success.

Case studies are an indispensable tool for learning and developing as an investor. They offer practical insights into successful strategies and help avoid mistakes. The analysis of case studies helps investors make informed and reflective investment decisions.

8. Practical Tips for Buying Stocks

Introduction to Stock Purchasing Purchasing stocks can be a rewarding decision for investors of all levels of experience. This chapter provides practical tips that will help you make smart and informed investment decisions.

Choosing the Right Broker

An important step in buying stocks is selecting a suitable broker. Key criteria for this are fee structures, user-friendliness of the platform, customer service, and the availability of research and analysis tools.

Understanding Market Mechanisms

Before you invest in stocks, it's important to understand the basics of the stock market, including how exchanges operate, buy and sell orders, and the significance of market capitalization and liquidity.

Conducting a thorough analysis

A careful analysis of the companies you wish to invest in is essential. This includes the evaluation of financial reports, analysis of industry trends, and consideration of corporate news and events.

Portfolio Diversification

Diversifying your portfolio across various industries and regions is a proven approach to minimizing risks and achieving stable returns in the long term.

Establishment of an Investment Strategy

Define your investment goals and risk tolerance and develop an investment strategy that suits your profile. Decide whether you want to pursue a long-term buy-and-hold strategy or a more active trading strategy.

Long-Term Perspective

Consider stock investments with a long-term perspective. Market fluctuations are normal, and taking a long-term view can help you avoid hasty decisions.

Continuous Education and Information

Stay informed about market and economic news, and continuously engage with the latest developments in the stock market. Education is a key aspect to succeed in stock trading.

Purchasing stocks requires careful consideration and a well-founded strategy. By selecting the right broker, thorough analysis, diversification, and a long-term perspective, you can maximize your chances of successful investments.

9. Summary and Outlook: The Path Forward in the Stock Market

Review of Key Points In this guide, we have covered various aspects of stock investing, from the basics of stocks and ETFs to financial analysis, market and industry trends, and practical tips for buying stocks. Each chapter aimed to provide investors with the necessary knowledge and tools to make informed decisions.

The Importance of Continuous Education

One of the most important insights is that the world of stock markets is dynamic and constantly changing. Therefore, continuous education and adjustment of investment strategies are crucial. Investors should always stay informed and regularly refresh their knowledge.

Adjustment to Market Changes

The ability to adapt to market changes is crucial for long-term success. Investors should remain flexible, recognize trends, and be willing to adjust their strategies accordingly.

Long-Term Perspectives

While short-term market volatility can pose a challenge, it is important to maintain a long-term perspective. Long-term investments have often proved to be an effective way to benefit from the market's growth potential.

Keep an Eye on Future Developments

Technological developments, global economic trends, and changes in corporate governance will continue to be important factors that influence the stock market. Investors should keep an eye on such developments and adjust their portfolios accordingly.

Final Thoughts

Investing in stocks offers many opportunities, but also requires diligence, research, and a thoughtful strategy. With the right tools, knowledge, and a proactive attitude, investors can fully leverage the potential of the stock market.

Outlook

The future of the stock market is full of opportunities. With sound strategies and an enlightened approach, investors can benefit from the chances the market offers.

10. Investment Psychology and Investor Behavior

Introduction to Investment Psychology Investment psychology is a critical, often overlooked aspect of the financial world. It examines how psychological factors influence the behavior of investors and, ultimately, the stock markets themselves.

Emotional Factors in the Investment Process

Investors are not purely rational actors and are often influenced by emotions such as greed and fear. These emotional responses can lead to irrational decisions, such as selling stocks in panic phases or excessive investments during boom phases.

Cognitive Biases and Their Effects

Cognitive biases such as confirmation bias (the tendency to search only for information that confirms one's own beliefs) and overconfidence (excessive self-confidence) can lead to flawed investment decisions. These biases can cause investors to underestimate risks and overvalue opportunities.

Herd Behavior in the Stock Market

Herd behavior refers to the phenomenon where investors tend to follow the crowd or market trends rather than trusting their own analysis and judgment. This can lead to market bubbles or exaggerated market corrections.

Strategies for Overcoming Emotional Decisions

Disciplined Investment Strategy: Develop a clear investment strategy and adhere to it to minimize emotional reactions. Diversification: Spread your investments across various asset classes to mitigate risk and reduce emotional reactions to market fluctuations. Long-Term Perspective: Focus on long-term objectives to withstand short-term market volatility. Importance of Education and Self-Reflection Education and awareness of one's biases and emotional tendencies are crucial. Regular self-reflection and studying investment psychology can help avoid typical pitfalls.

Investment psychology is an essential component of successful investment strategies. By understanding and considering psychological aspects, investors can make more disciplined, rational, and ultimately more successful investment decisions.

11. Technical Analysis in Detail

Introduction to Technical Analysis Technical analysis is a method for predicting future stock price movements based on the examination of past market data, primarily price and volume. It is founded on the assumption that market trends repeat themselves and that historical price movements are significant indicators of future activity.

Basic Principles of Technical Analysis

  • Market TrendsThe idea that markets follow trends that can be identified over various periods of time.
  • History repeats itselfThe assumption that market behavior and patterns will repeat over time.
  • Prices reflect everythingThe belief that all current market prices reflect all available information. Chart patterns and what they mean.
  • Head and shoulders patternA reversible pattern that typically occurs at the end of an uptrend.
  • Double Top and Double BottomPatterns that indicate peaks or valleys in the price history and often signal a trend reversal.
  • Triangles and FlagsContinuation patterns indicating a continuation of the current trend. Technical indicators and their application.
  • Moving Averages (gleitende Durchschnitte)Smoothing of price fluctuations over a specific period.
  • Relative Strength Index (RSI)A momentum indicator that signals overbought or oversold conditions.
  • MACD (Moving Average Convergence Divergence)A trend-following momentum indicator. Volume Analysis: Trading volume plays a crucial role in technical analysis, as it can provide additional insight into the strength of an existing trend.

Candlestick Analysis

Candlestick charts provide detailed information about market sentiment and can help identify turning points in the market.

Risks and Limitations of Technical Analysis

While technical analysis can provide valuable insights, it is not without faults. Incorrect signals and self-fulfilling predictions are potential risks.

Technical analysis is a powerful tool in the arsenal of any investor. It provides insights into market trends and sentiments which, when interpreted correctly, can lead to informed trading decisions. However, it should always be used in combination with other forms of analysis and within the context of the overall market.

12. Fundamental Analysis in Detail

Introduction to Fundamental Analysis Fundamental analysis is a method of evaluating the intrinsic value of a stock, based on economic, financial, and other qualitative and quantitative factors. It aims to understand the underlying health and performance of a company.

Core Aspects of Fundamental Analysis

  • Financial ReportsAnalysis of balance sheets, income statements, and cash flow statements to assess the financial health of a company.
  • Industry AnalysisExamination of industry dynamics, market size, growth potential, and competitive landscape.
  • Corporate GovernanceAssessment of Management Quality and Corporate Governance. Evaluation Metrics.
  • Price-Earnings Ratio (P/E)Measures the price of a stock in relation to its earnings.
  • Price-Book Value Ratio (P/B Ratio)Compares the market value with the book value of a company.
  • Dividend YieldThe percentage of the company's profit that is distributed as a dividend to shareholders.

Analysis of Earning Power

The ability of a company to generate and increase profits is a central aspect of fundamental analysis. This includes evaluating revenue growth rates, profit margins, and cash flow generation.

Long-Term Perspectives and Sustainability

Fundamental analysis also includes the assessment of a company's long-term prospects and its ability to generate sustainable growth.

Macroeconomic Factors

Consideration of macroeconomic factors such as interest rates, inflation rates, and economic cycles that can affect the overall economy and specific industries.

Risks and Limitations of Fundamental Analysis

Fundamental analysis can be time-consuming and may not take into account short-term market fluctuations. Additionally, data interpretation can be subjective.

Fundamental analysis is an essential tool for long-term oriented investors. It helps to determine the true value of a stock and make informed investment decisions based on the financial and economic performance of a company.

13. Macroeconomic Factors and the Stock Market

Introduction to Macroeconomic Factors Macroeconomic factors play a crucial role in shaping global financial markets. This chapter examines how economic policy, interest rates, inflation, and other macroeconomic indicators influence the stock market.

The world of finance is complex and multifaceted, and one of the key factors that both new and experienced investors should always keep an eye on are the macroeconomic factors. These global economic indicators often have a profound impact on the stock markets. In this blog post, we illuminate how central banks, economic growth, inflation, and global trade dynamics shape the stock markets.

The Role of Central Banks

Monetary policy decisions by central banks, such as setting interest rates, have immediate effects on the stock markets. Low interest rates can boost the stock markets as they create more favorable credit conditions for companies and consumers, thereby promoting economic growth. On the other hand, rising interest rates can put pressure on the markets as they increase borrowing costs and can slow down growth.

Economic Growth and Labor Market

Gross Domestic Product (GDP) is an important indicator of overall economic health. Strong economic growth often signals good conditions for stock investments, as it usually comes with higher corporate profits and stronger consumer demand. Similarly, robust labor market conditions, reflected in low unemployment rates and strong wage growth, are typically positive for the stock markets.

Inflation – A Double-Edged Sword

Inflation can erode purchasing power, but it can also be a sign of a growing economy. Moderate inflation is often seen as healthy, but high inflation can lead to uncertainty and prompt central banks to raise interest rates, which can negatively affect the stock markets.

Global Trading Dynamics

International trade relations and conflicts, such as tariffs and trade wars, can have significant impacts on stock markets. Companies heavily involved in international trade can be particularly vulnerable to such geopolitical tensions.

Conclusion

Macroeconomic factors provide important insights into the general market direction and should be carefully observed by every investor. A comprehensive understanding of these factors allows investors to make informed decisions and adjust their portfolios accordingly to safeguard against potential risks and capitalize on opportunities.

Macroeconomic factors are an integral part of the analysis of stock markets. A comprehensive understanding of these factors enables investors to make better decisions by considering the broader economic conditions that can influence market performance.

14. Investing in Different Market Phases

Introduction to Market Cycles

The stock market goes through various phases influenced by different economic, political, and psychological factors. This chapter examines strategies for investing in different market phases: bull markets, bear markets, and correction periods.

The stock market is known for its cycles of ups and downs. For investors, understanding these market phases—bull markets, bear markets, and correction phases—can be the key to success. In this post, we examine effective strategies for each of these market phases.

Bull Market Strategies

CharacteristicsA bull market is characterized by rising stock prices, a strong economy, and positive investor sentiment.

Investment StrategiesIn a bull market, investors should focus their portfolio on growth stocks. Companies with high potential and innovative business models can particularly benefit in this phase.

Risk ManagementEven when sentiment is positive, investors should keep a potential overvaluation in mind and diversify to minimize risks.

Bear Market Strategies

FeaturesBear markets are characterized by falling prices and a pessimistic mood among investors.

Investment StrategiesThis is the time to look for undervalued, high-quality stocks. Defensive stocks that generate stable returns can be a safe investment in bear markets.

Long-term PerspectiveBear markets can be frightening, but they also offer buying opportunities for long-term oriented investors.

Strategies for Market Volatility and Corrections

Dealing with FluctuationsMarket volatility can offer short-term buying and selling opportunities, but requires good timing and an understanding of market trends.

Opportunities in CorrectionsA market correction phase in which prices fall by 10% or more can be an opportunity to acquire high-quality stocks at lower prices.

Psychological AspectsInvesting is not just a matter of numbers, but also of psychology. Discipline and avoiding emotional decisions are essential in all market phases.

Whether in a bull or bear market, the key principle is to stay informed and adapt to changing conditions. By understanding the different market phases and applying appropriate strategies, investors can maximize their success regardless of the prevailing market conditions.

Every market phase presents unique challenges and opportunities. By understanding the characteristics of each phase and applying appropriate strategies, investors can improve their chances of success across different market cycles.

15. Taxation Aspects of Stock Trading

Introduction to Tax Aspects

Trading stocks not only affects the return but also the investor's tax burden. This chapter covers basic tax aspects to consider when buying and selling stocks.

Investing in stocks can be a rewarding way to grow your wealth. But are you also considering the tax implications of your investment decisions? In this blog post, we take a detailed look at the tax aspects of stock trading and offer valuable tips on how to minimize your tax burden.

1. Understanding the Taxation of Capital Gains

Whether you receive dividends or sell shares at a profit, your capital gains are taxable. It's important to understand how these incomes are taxed in your country and what allowances you may be eligible for.

2. The Art of Loss Offset

Not every stock trade ends profitably. However, the tax office allows you to offset losses against gains. Learn about the loss offsetting rules and how you can carry forward losses to reduce your future tax burden.

3. Utilize Allowances and Tax Exemptions

In many countries, there are tax allowances for capital gains. Inform yourself about your local laws to ensure that you are making use of all available tax benefits.

4. International Taxation – Avoiding Double Taxation

Are you investing in foreign stocks? Then you should familiarize yourself with withholding tax and the rules for avoiding double taxation. Double taxation agreements between countries can play a role in this.

5. Tax Planning is Crucial

Long-term tax planning can help you optimize your tax burden. Consider the holding periods of stocks and plan your sales strategically.

Tax planning is an integral part of successful stock trading. By having a basic understanding of the tax aspects, you can ensure that you do not pay more taxes than necessary and maximize your returns. Remember to consult a tax advisor or financial expert if needed to get individual advice for your specific situation.

Considering tax aspects is an important part of stock trading. Effective tax planning can significantly impact the net return of stock investments. Investors should be aware of the tax implications of their investment decisions and seek professional advice if necessary.

16. Ethical and Sustainable Investing

Ethical investing, often also referred to as socially responsible investing (SRI) or sustainable investing, focuses on generating financial returns while concurrently promoting positive social and environmental impacts.

In a time when sustainability and social responsibility are becoming increasingly focused on, ethical investing is also gaining in importance. Ethical investing, often referred to as socially responsible investing (SRI) or ESG investing (Environmental, Social, Governance), enables investors to not only achieve financial returns but also promote positive changes in society and the environment.

What is Ethical Investing?

Ethical investing is the practice of investing capital in companies and funds that have positive social and environmental impacts. This approach takes into account ethical, social, and ecological criteria in selecting investments to ensure that the invested money aligns with the investor’s personal values.

The Three Pillars of ESG Investing

Environment (Environmental)

Investments in companies that promote environmentally friendly practices, such as renewable energy and sustainable resource use.

Social

Supporting companies that provide fair working conditions and actively contribute to the community.

Corporate Governance

Focus on companies with ethical leadership practices, including transparency and accountability. Why Invest Ethically?

Ethical investing offers not only the opportunity to invest in one's own financial future but also to contribute to a more sustainable and just world. It allows investors to support companies that have a positive social and environmental impact, while simultaneously avoiding firms that contradict their values.

Challenges and Opportunities

Although ethical investing offers many advantages, there are also challenges. These include assessing ESG criteria and determining the real social and ecological impact of investments. Nevertheless, this approach presents opportunities for long-term growth and the chance to be part of a larger movement for positive change.

Ethical investing is more than just an investment strategy; it's an expression of personal values and beliefs. In a world where we are increasingly seeking ways to effect positive change, it offers a powerful means to deploy our capital for good.

17. The Influence of Central Banks and Monetary Policy on the Stock Market

In the world of finance, central banks play a leading role. Their monetary policy decisions have far-reaching effects, not only on the economy in general but also specifically on the stock markets. In this blog post, we illuminate how the actions of central banks, especially the setting of key interest rates and quantitative easing, can influence the stock markets.

Central Banks as Market Regulators

Central banks, such as the European Central Bank (ECB) or the US Federal Reserve (Fed), are tasked with stabilizing the economy. By adjusting key interest rates and open market operations, they control the money supply and thus influence inflation and economic growth.

Interest Rates and Their Impact on Stocks

One of the most powerful tools of central banks is the key interest rates. Low interest rates reduce the cost of loans, which benefits companies and consumers. This can lead to increased corporate profits and thus raise stock prices. Conversely, high interest rates can increase borrowing costs, which can negatively affect corporate profits and thereby stock prices.

Quantitative Easing – A Double-Edged Sword

Quantitative easing (QE) is another measure employed during times of economic distress. By purchasing securities, the central bank increases the money supply and thereby stimulates economic activity. This can lead to a higher valuation of stocks as investors seek out higher-yielding investments. However, this policy carries the risk of inflation and market distortions.

The Role of Expectations

Not only the actual measures of central banks play a significant role, but the expectations of investors are also important. Announcements and forecasts can lead to immediate market reactions, even if the measures themselves are implemented later.

Globally interconnected financial markets

In our globalized world, the actions of a major central bank cannot be considered in isolation. Coordinated or countervailing monetary policies in different countries can have complex effects on international stock markets.

Central bank monetary policy is a key factor in the stock market. Investors should always keep an eye on the decisions and announcements of central banks to adjust their investment strategies accordingly. A solid understanding of monetary policy can help to better understand the dynamics of the stock markets and make smart investment decisions.

Appendix: Eulerpool Glossary and Additional Resources

Glossary of Key Terms

Throughout this guide, numerous technical terms have been used. Below you will find a glossary of the most important terms to enhance your to deepen understanding:

  • ShareA financial instrument that represents ownership interests in a company.
  • ETF (Exchange-Traded Fund)An exchange-traded fund that replicates the composition of an index.
  • P/E Ratio (Price-Earnings Ratio)A metric that represents the share price of a company in relation to its earnings per share.
  • Dividend YieldThe percentage that indicates the ratio of the dividend to the current share price.
  • Market CapitalizationThe total value of a company's outstanding shares.
  • LiquidityThe ability of an asset to be quickly converted into cash without a significant loss in value.
  • Risk toleranceThe degree of uncertainty in investment performance that an investor is willing to accept.

Further Resources

For those who want to further deepen their knowledge, here are some recommended resources listed:

  • Financial news websitesWebsites such as Bloomberg, Reuters, and Financial Times provide current information and analysis.
  • Educational ResourcesOnline platforms such as Investopedia, Khan Academy, and Coursera offer courses and materials for financial education.
  • Specialist booksThere are a multitude of books on stock investing, ranging from beginner's guides to advanced manuals.
  • Podcasts and WebinarsMany experts and market observers share their knowledge in podcasts and webinars, which offer a convenient way to stay up-to-date.

Closing Remarks

This appendix serves as a useful reference and starting point for further studies. The world of stock investments is extensive and constantly changing, thus it is important to continuously educate oneself and stay informed.