L'Oreal SA News and Headlines -

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Mukesh Ambani sees $64.5 billion net worth

The richest man in Asia, Mukesh Ambani, has been named to the ninth spot on the Bloomberg Billionaire Index. Ambani, the CEO of Reliance Industries Ltd. (NSE:RELIANCE), saw his net worth soar to $64.5 billion after gaining on recent investments.

Ambani is currently the only person from Asia to be featured on the list and edged out Larry Ellison of Oracle (ORCL) and Francoise Bettencourt Meyers of L'Oreal (XPAR:OR) according to CNN.

Reliance Industries

Reliance Industries engages in hydrocarbon exploration and production, refining and marketing, petrochemicals, retail and communications. Located in west India, Reliance's refineries produce a range of

323 Views    Graham Griffin    2020-06-22 20:09
Discussion of markets and holdings

The [url=https://www.gurufocus.com/StockBuy.php?GuruName=IVA+International+Fund]IVA International Fund[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=IVA+International+Fund]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=IVA+International+Fund]Portfolio[/url]) Class A (NAV) ended the quarter on March 31, 2020 with a return of -23.00% versus the MSCI All Country World Index ex-U.S. (Net) (“Index”) return of -23.36% for the same period.

What a difference one quarter can make! After a strong 2019, markets continued their upward trend driven by further optimism and positive news. Unemployment was at record lows, a trade agreement was signed between the U.S. and China and by mid-February major market indices reached all-time highs. While it was clear that we were in the later stages of an economic cycle,

29 Views    Sydnee Gatewood    2020-04-23 20:04
While the megatrend is generating a wide range of tailwinds in multiple sectors, we would rather remain selective

Rapid urbanization has been shaping the future on this planet and restructuring our economy with emerging long-term business opportunities. According to research by BlackRock (BLK), 68% of the global population will soon live in cities compared to 55% today, indicating growth of 2.5 billion people mostly in Asia and Africa.

At the same time, it is worth noting that people are not only flocking to cities – they are flocking to megacities, such as Lagos, Mumbai and Shanghai. This means that the number of megacities will increase dramatically over the next few decades, from 23 in 2010 to 41 in

177 Views    Steven Chen    2020-02-13 15:16
Two layers of moats and six growth engines

Founded by young chemist Eugène Schueller in 1909, France-based L’Oréal (XPAR:OR) has been devoting itself entirely to the beauty business for more than a century now. The company has transformed from a small hair dye manufacturer in Paris to the number one cosmetic group in the world.

L’Oréal offers a wide variety of products, including skincare (32% of fiscal 2018’s sales), makeup (27%), hair care and coloring (27%) and fragrances (9%). The business is a truly global one, with a presence in 150 markets and 40 production sites worldwide. As of fiscal 2018, the Western Europe region accounted for

181 Views    Steven Chen    2020-01-23 16:07
A simple, growing business with great management at the right price

Ulta Beauty Inc. (ULTA) is a beautifully simple, growing business with great management and trading at the right price

Details

Ulta, however, is also a fallen angel.

It is an angel because it is a fantastic, highly profitable business. Return on invested capital is in the 40s, while the operating margin is in the low teens for a non-franchise retail business.

It is a fallen angel because the stock was crushed after the second-quarter earnings announcement, having lost 40% of its value.

What does Ulta do?

509 Views    New Moon    2019-11-22 22:02
Long-term stakeholder comments on Loeb's $3.5 billion activist bet and his push to take on debt to do buybacks, sell L'Oreal and spend money at company

Daniel Loeb (Trades, Portfolio)’s Third Point made the biggest investment in its history this week when it sunk $3.5 billion into the world’s largest food and beverage company, Nestle SA (OTCPK:NSRGY). Along with it, Loeb released a list of his complaints about the company and plans for change in hopes of jolting its market-lagging share price. As Nestle’s second-biggest shareholder before Loeb bought, star investor Tom Russo (Trades, Portfolio) has welcomed the company’s changes before Loeb arrived and has a nuanced view of his plans.

“I’d say that he will highlight aspects of Nestle’s

1325 Views    Holly LaFon    2017-07-06 14:07
Earnings are out and the stock is down. Yet, guru investors still have major positions

Valeant Pharmaceuticals International Inc. (VRX) reported a better-than-expected quarterly profit this morning as a result of lowered costs and strength in its Bausch and Lomb subsidiary, yet its net loss widened as the company is feeling pricing pressure.

Valeant has lost a lot of trust in the last two years. This is an understatement since in just 24 months, the stock has dropped over 90% from its highs in the 200 range. It has taken a lot of hedge funds with it, but the roster of gurus that own Valeant remains impressive.

John Paulson (Trades, Portfolio) owns

699 Views    Jonathan Poland    2017-02-28 16:24
Organovo and BioVie are 2 microcap biotechs doing well

Some analysts cite Hillary Clinton’s continued criticism of drug prices as a cause for a slump in biotech during the U.S. presidential campaign, but with the election behind us, many biotech enterprises saw at least a 9% increase due to Donald Trump’s victory.

Two companies in the biotech space entering the first quarter of 2017 may be in a position for their products, as well as stock prices, to move to greater heights, BioVie Inc. (BIVI) and Organovo Holdings Inc. (ONVO).

Organovo is a microcap biotech that produces a 3D-printed model using human liver cells that can be used in

236 Views    Holmes Osborne, CFA    2017-02-23 22:03
Investor who called the financial crisis keeps only three positions

Dr. Michael Burry, an investor best known for being portrayed in the movie “The Big Short,” but who became a legend for shorting the mortgage market in 2007, has continued his trend of making sweeping changes to and slimming down his portfolio each quarter at his reborn fund, Scion Asset Management.

In the recent third quarter, Burry sold out of four positions and made one new buy, leaving him with only three long equities. His new position, Coty Inc. (COTY), also became his largest, at 40.2% of the portfolio’s assets, followed in size by Alphabet Inc. (GOOG) and HCA Holdings

3229 Views    Holly LaFon    2016-12-01 22:50
Fund exits holdings of business in deteriorating environments

The Morgan Stanley Global Franchise Fund invests in high-quality franchise businesses around the globe. During the fourth quarter, the fund returned 5.4%, slightly underperforming the MSCI World Index, which returned 5.5%.

MS Global added two new holdings during the quarter, and in maintaining its concentrated portfolio strategy, exited two other stakes in consumer products companies. In its fourth quarter commentary, the fund offered a brief reasons for its portfolio activity.

“Sales in the fourth quarter can be summarized as retreats from areas where we are worried about the business or the deteriorating environment for the business. We initiated two

2803 Views    Sheila Dang    2016-03-27 06:05

We are seeing most of the companies focusing on emerging markets these days. What are the emerging markets? They are the group of countries which include Asia Pacific, Africa, Middle East, Latin America and Eastern Europe. So why have they become important suddenly? It is simply because these markets have been growing at a remarkable rate. These economies have registered great improvements in the recent past and sales from these regions have been increasing tremendously for almost all the US and European companies. Earlier some of the big giants used to witness only close to 2 to 5% of sales

1899 Views    reports.droy    2015-03-22 03:01

L’Oreal SA (XPAR:OR) engages in the manufacture of beauty and hair products. It has four major segments of operation –Â Professional products, Consumer products, Luxury products and Active cosmetics. When the beauty brand released its third-quarter numbers on November 3, analysts and investors were left surprised with the bleak sales numbers posted for the quarter as well as the first half of the fiscal year. The stock spiraled downward after the quarter results. In fact, the earnings miss came along with the news that the U.S. rating agency Standard & Poor's downgraded the company’s ratings on beauty products company Avon

1466 Views    reports.droy    2014-11-26 20:04

The Estée Lauder Companies (EL), the New York-based skincare product manufacturer set to declare its fourth-quarter and full-year 2014 earnings results on August 15. As the company has posted decent growth figures in the last two quarters, the annual results could go in favor of Estée Lauder. Let’s explore the forthcoming results further.

Revenues could possibly go up

Analysts expect Estée Lauder to generate revenues of $2.66 billion in the fourth quarter, an impressive 10.30% growth from $2.41 billion in the same quarter last year. With the predicted quarterly growth rate already exceeding the full-year outlook of 7%, the

977 Views    ICRAOnline    2014-08-14 19:58
The global beauty industry, which includes the skin care, color cosmetics, hair care and fragrances segments, is a $270 billion industry which is expected to grow by as much as 3.5% year-over-year during the next three to five years. To put it in context of other consumer goods segments, the beauty industry is about one-half the size of the soft drinks industry. As in most consumer goods categories, the beauty segment finds its growth mainly in emerging markets, where rising incomes and expanding middle classes push the average year-over-year top-line growth of beauty-related companies well above 6%. Here I will
853 Views    Fede Zaldua    2013-11-19 22:50
Introduction: 1.1 The Company - L’Oreal is the world’s largest cosmetics and beauty company. It owns 27 international brands with sales of more than €50 million each. Some of the most famous ones are: Maybelline, Garnier, Yves Saint Laurent, Lancome, Ralph Lauren, Diesel, Vichy and Body Shop. 1.2 History The origin of L’Oreal can be traced back to 1907 when Eugène Schueller developed and started selling a hair dye formula called Auréale. Although L’Oreal started in the hair-color business, it soon expanded into other beauty products. Currently, it has a portfolio of over 500 brands and thousands of products in
1811 Views    Chandan Dubey    2013-03-07 16:12