Compagnie Fin Richemont

Compagnie Fin Richemont on my watchlist. CFR results season will be the real test.

Richemont's 2.46% uptick today reflects broader positive momentum in luxury goods as global demand stabilises, though the rand strength we have seen recently remains a structural headwind for a company deriving roughly 80% of revenues offshore in hard currencies. From a longer-te

CFR jumped 2.23% today to R315857, is that because luxury is coming back or just a random swing? I'm trying to understand why people pick individual luxury stocks instead of just holding a consumer goods ETF that spreads the risk.

CFR creeping higher at plus 0.68% today, but at these valuations the luxury goods tailwind needs to sustain earnings growth rather than just multiple expansion to justify holding much longer.

CFR down 2.85% today to R319,028 as luxury demand softens globally, but the real story is how this compares to Aspen Pharmacare's resilience through commodity cycles. Richemont's exposure to discretionary spending makes it vulnerable during economic stress, whereas Aspen's defens

CFR dropping 1.41% to R327k while Richemont stays relatively stable offshore—luxury conglomerates decoupling from each other lately. The Rupert holdings are bleeding value that the brand portfolio doesn't justify.

CFR down under 1% today but that dividend yield at these prices is looking lekker. Question is whether Richemont's luxury exposure can weather this slowdown.

Compagnie Financière Rupert up 0.8% today. CFR at R323503.00, still deciding.

Anyone else watching CFR at R323503.00? Looks like accumulation to me.

Added CFR to the TFSA this month at R323503.00. 5-year view, not bothered by short-term noise.

Compagnie Financière Rupert (CFR) is one of those holdings where you forget about it and check back in a year.

CFR at R320k is essentially a Richemont play wrapped in a holding company structure—you're paying for exposure to luxury goods cycles and emerging market consumption, but the discount to NAV swings wildly depending on whether Richemont's performing or tanking. Down 1.95% today fe

CFR down nearly 2% to R320k but that luxury goods exposure still makes sense when rand weakens — holding through this dip.

CFR down nearly 2% today at R320k. Luxury goods exposure means this thing's hostage to consumer confidence in tough times, but the brand portfolio's quality keeps it from complete collapse.

CFR getting hammered 1.95% at 320k—that's a chunky drop for a luxury play. Demand side weakening or just profit taking after the run?

CFR down 2.37% to R319k feels like profit-taking after that run, but the luxury goods headwind in SA isn't going away soon — holding what I've got, not adding here.

Down 2.52% today but CFR's luxury portfolio is resilient through these cycles — the sell-off feels overdone given their pricing power in wines and watches. That R318k handle is looking like a gift if you believe in consumer discretionary stability.

CFR pushing past 326k today with that 2.48% pop - is the luxury goods bounce holding or just profit-taking before earnings?

CFR up 1.67% to R318k while Richemont's been taking it on the chin globally. Luxury resilience looking decent if this holds.

Grabbed more CFR at 321k this morning — that 2.52% pop feels like profit-taking before earnings, not real weakness.