Swiss quant view: LVMH (MC.PA) shows FCF resilience and ROIC; China slowdown is altitude test. Buy the dip - 12m +30% ascent. Track $LVMUY at https://bsky.app/profile/bluestocks.app/feed/stock-lvmuy #finsky
I've been watching $TGT and Target looks mispriced - same-day +30%, conversion +120bp, AOV +4%; a cooking recpie for loyalty. I use @bluestocks.app for analysi. Bold 30% rerate. #finsky
