爱马仕:估值已反映‘法拉利式重置.pptx

爱马仕:估值已反映‘法拉利式重置.pptx

GlobalLuxuryGoods

Hermès:ValuationsalreadydiscountaFerrarireset

Hermèsisseeminglyexperiencingfadingmomentum:ThesecondarymarketpriceofHermèsiconicproductshasnormalizedposta2022peak,inlinewithotherpeericons(e.g.theRolexDaytona-seeHermès:TheSecondhandPricin

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