Sectors: Consumer Goods
LVMH Moet Hennessy Louis Vuitton (MC FP) is a diversified luxury goods group. The Company produces and sells wine, cognac, perfumes, cosmetics, luggage, and watches and jewelry.
Samsung Electronics (005930 KS) manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.
The CNEW holds 120 growth companies in the likes of IT, healthcare and consumer discretionary sectors hence by definition to a degree you are backing the issuer to select the correct companies. This ASX traded ETF has a market cap of almost $170m and yields close to 1.4% pa……we believe it will outperform the QQQ in 2021 and for that reason we are considering selling our long Nasdaq ETF and re-allocating capital into Asian domiciled growth stocks.
VanEck Vectors China New Economy ETF is an exchange-traded fund incorporated in Australia. The ETF seeks to provide investors with access to a portfolio of the most fundamentally sound companies with the best growth prospects in the consumer discretionary, consumer staples, healthcare, and technology sectors that are domiciled and listed in China.
“Hi MM, Thank you for the very good Sunday update. Have a few questions as follows; GWA – has had a good run. Is it time to take profits or ok to sit in this one and use for dividends? IEU – has gone nowhere. Time to get out or stick with it? SPT & EML – Thoughts?” – Cheers, Jill C.
Kogan.com (KGN) is a online brand that manages a retail marketplace, insurance and telecommunications options.
Electrical, furniture and bedding retail giant, Harvey Norman, comprises bricks-and-mortar stores (owned and operated in Australia by independent franchisees) and its multi-award winning online operations, which launched in 2011. Established in the early 1960s as a sole electrical appliance store located in Sydney, Harvey Norman now boasts almost 300 stores globally, including New Zealand, Asia, the UK and Europe. Chairman Gerry Harvey is a well-recognised Australian businessman and go-to source for media seeking commentary about the country’s economic, business and social issues. The retailer is known for its favourable customer credit terms, customer service and the iconic ‘Go, Harvey Norman, Go!’ marketing jingle.
JB Hi-Fi (JBH) is a retail network of more than 300 stores across Australia & NZ, as well as online offering selling home entertainment goods and electronics. It operates the JB Hi-Fi & the Good Guys brands.
Bapcor (BAP) retails aftermarket parts & accessories for cars and other vehicles. It operates in Australia, New Zealand and Thailand.
Breville Group (BRG) manufactures electrical homes appliances including a number of kitchen appliances and personal grooming & hygiene products. It’s products are sold around the world.
