10 Great European Stocks

ユーロの下落が有利に働くヨーロッパ株10傑。

10 Great European Stocks (Page all of 3) - Investing - Stocks - SmartMoney.com
"But European GDP growth doesn't equal European profits growth," notes Teun Draaisma, head of the Morgan Stanley European equity strategy. He says "big dollar earners" will benefit from the drop in the common currency. Earnings-growth rates might see some downgrades, but a weak euro will help offset that, he says.

コストがユーロで売上がドルなら、ユーロ安ドル高が有利に働くか。そらそうだな。
10傑は以下。


SIEMENS, SAP, LVMH, BMW, PERNOD RICARD, ASML HOLDING, LUXOTTICA, FRESENIUS MEDICAL CARE, BAYER, SCHNEIDER ELECTRIC.

LVMH

10 Great European Stocks (Page all of 3) - Investing - Stocks - SmartMoney.com
With nearly all its costs in euros and two-thirds of its sales coming outside the euro zone, LVMH is perhaps one of the best examples of a European company that will profit handsomely from a drop in the euro, says Wendy Trevisani, a Thornburg Investment money manager.

LVMH？とか思ったら、 Moët Hennessy ‐ Louis Vuitton S.A.って、ルイ・ヴィトンもモエ・エ・シャンドンもヘネシーもグループ企業だったのか。すごいグループだな。

LVMH Moet Hennessy Louis Vuitton SA - MC (XPAR)
Last Price €87.27
Day Change -1.82|-2.04 %
52-Wk Range 52.75 - 92.50


BMW

10 Great European Stocks (Page all of 3) - Investing - Stocks - SmartMoney.com
For similar reasons, investors should look at this auto maker, which racks up more than half its sales outside Europe. Dominic Freud, a money manager at OppenheimerFunds, notes that BMW has a substantial cost base in euros, but lots of revenue in dollars. Moreover, the euro has dropped even more against the Japanese yen than it has against the greeback. That should give BMW a nice advantage over Lexus, made by Japan's Toyota Motor (TM: 71.10, -1.62, -2.22%), one of its biggest competitors.

BMWはBayerische Motoren Werke AG。円高ユーロ安だからトヨタのレスサスより有利。なるほどね。

Bayerische Motoren Werke AG - BMW (XTER)
Last Price €38.11
Day Change -1.12|-2.84 %
52-Wk Range 24.97 - 40.07

強いなあ。

タグ：BMW LVMH EUROPE LOUIS VUITTON