French Brands on US exchanges

French Brands on US exchanges
Components Performance/Risk
Period Return
-4.4%
Return Rank
Subpar
Risk Exposure
Above Average

With 91 French companies listed on US exchanges, almost evenly distributed between the major sectors of the economy, we screen distinct  themes believed to be representative of French global business

Including luxury, wines, cosmetics, tourism and advertising, our theme may, on first impression, seem to picture a fairly conventional image of a country clinging to its past - but nothing could be further from the true performance of these global firms

Noteworthy is the international strategy of companies; their strong presence on all major markets combines a continuous effort to grow market share in developed markets (Europe – North America) with successful penetration of emerging market (Asia) where  the newly enriched – and growing –middle classes are today’s (and tomorrow’s) potential clients 

Although the strong showing of French firms in other sectors (Utilities, Healthcare or Industrial Goods) does blur the image of the country to some extent, France’s ‘art de vivre’ conveyed and carefully nurtured by advertising campaigns remains for the foreseeable future a key advantage of the French brand in Asia and elsewhere 

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Christian Dior (ADR) CHDRY Consumer DurablesLuxury Brands132.04--4.1% Neutral Above Average
Hermes International (ADR) HESAY Consumer DurablesLuxury Brands188.15--31.9% Neutral Below Average
LVMH Louis Vuitton (ADR) LVMUY Consumer DurablesLuxury Brands113.87--0.2% Neutral Below Average
Kering (ADR) PPRUY Consumer DurablesLuxury Brands28.79-23.6% Neutral Above Average
L'Oreal (ADR) LRLCY Consumer Non-DurablesCosmetics & Personal Care88.64-1.1% Neutral Below Average
Pernod Ricard (ADR) PRNDY Consumer Non-DurablesBeverages - Wineries & Distillers14.63--30.9% Neutral Below Average
Remy Cointreau (ADR) REMYY Consumer Non-DurablesBeverages - Wineries & Distillers4.90--11.9% Neutral Above Average
Publicis (ADR) PUBGY ServicesAdvertising & B-to-B Media24.37--10.3% Neutral Average Risk
JCDecaux JCDXF ServicesAdvertising & B-to-B Media21.50-23.6% Weak Down Low Risk
Vivendi (ADR) VIVHY ServicesMedia - Major2.54--23.3% Neutral Above Average
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