Stock Movers Richemont Rises, PPHE Hotels Gains, Ubisoft Halted
Nov 14, 2025
Louise Moon, a market reporter and commentator specializing in European stocks, shares insights on notable market trends. She discusses Richemont’s impressive 14% jewelry sales growth, highlighting the luxury market's strong recovery. Louise also delves into PPHE Hotel Group's strategic shareholder discussions about potential capital contributions and stake sales. Lastly, she reveals Ubisoft's unexpected decision to delay its financial results, leading to a trading halt and sparking investor concern. Tune in for a lively analysis of these market movers!
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Jewellery Drives Richemont's Growth
- Richemont's jewellery sales rose 14% and drove a 10% rise in first-half sales, outperforming peers.
- Analysts call jewellery a "remarkable locomotive for growth" that cushions Richemont against broader luxury weakness.
Richemont Outperforms Luxury Peers
- Richemont has outperformed the luxury sector and is up 17% this year despite tariff headwinds.
- Its high-value jewellery is seen as a stronger store of value than apparel or leather goods.
Shareholder Options Roil PPHE Stock
- PPHE Hotel Group's largest shareholders are exploring capital contributions or stake sales and have approached buyout firms.
- The moves come as the stock trades at a sizeable discount to its own portfolio valuation.