Coach, Inc. (COH), Michael Kors Holdings Ltd. (KORS) and some hot stocks luxury considerable upside

  Could predict that the luxury retail will emerge from the recession of 2008-09 at an accelerated rate?

According to BrandZ, the largest database of brand in the world, the value of luxury brands in the world has risen by an average of 6% over the previous year. BrandZ measures the perceived value associated with a specific consumption, in addition to the visible factors such as market capitalization brand. The increase to a level of 6% in brand value in 2012 was followed by an impressive 15% in 2011, driven by growth in emerging markets.

Manufacturers of luxury goods seem well positioned on a fundamental basis. Monetary policy in the world by the Federal Reserve, the European Central Bank and the Bank of Japan has now led to excess liquidity in the market, favored wealthy investors, the assets such as stocks and real estate. The wealth of these people has increased dramatically in the stock market and housing prices return to their pre-crisis peak.

Moreover, luxury brands experience further growth of the middle class in the BRIC countries, particularly China and India, continued to grow in the next decade. Changes in population and income provided that these countries could be citizens of the middle class than the entire population of the United States.

Here are three well-known manufacturers of luxury goods, whose fundamentals are solid, if you believe in the story of the long-term growth. Two of the companies are preparing the quarterly earnings report, while a company already provided a fantastic report.

Coach

Coach, Inc. (NYSE: COH) markets accessories and gifts for women and men under his eponymous fine. American society is growing in China and the reach of his men.

On 23 April reported the trainer Q3 results better than expected. Earnings per share amounted to $ 0.84 to $ 1.19 billion in revenue, compared with $ 0.81 and $ 1.18 billion consensus. The positive report came as a surprise, as investors line in the face of increased competition in the U.S. from the likes of Michael Kors Holdings Ltd., a quarter (NYSE: KORS) is expected, and other luxury brands.

Coach, Inc. (NYSE: COH) Coach, Inc. (NYSE: COH) announced that its Board of Directors has increased the dividend by 13%, bringing the annual profit to $ 1.35 per share, compared with a previous $ 1.20. On a foundation, management planning activities of his men will grow more than 50% this year to more than $ 600 million in revenue. For comparison, total sales exceeded 5000000000 dollars in fiscal year 2012.

In addition to the collection for men, Coach, Inc. (NYSE: COH) has released its forecast for sales in China for a whole year of $ 425 million from a previous $ 400 million raised. Asian Investment firm CLSA believes history of international growth positively coaches and upgraded the stock to "buy" with a price target $ 71. The management has expressed its intention to increase the area of ​​China 35% compared to fiscal 2013, while the North America region is expected to increase to 10%.

I continue to coach, Inc. (NYSE: COH) see positive and believe that the actions provide growth at an attractive price.

Michael Kors Wednesday 29 May before the market; EPS $ 0.39 / 544 700 Revenue $ 000

Michael Kors Holdings Ltd. (NYSE: KORS) continue to attract the preferences of men and women for their fashionable goods, leather jackets, watches and shoes on a global basis. After a very successful launch in December 2011 excellent, Kors has completed a secondary offering at $ 61.50 per share in February 2013, more than three times higher than the IPO price of $ 20 in less than two years.

Investor appetite for Michael Kors Holdings Ltd. (NYSE: KORS) can be justified that the company be experienced positive comparable sales in every quarter for the last six and a half years. Sales rose by a whopping 69% in the last 12 months, while net profit rose 229%, based on the profitability of the industry leader. Kors has an operating profit of 28% against an average of 15% for the luxury goods industry, while the net profit margin in the long term 17%, significantly higher than the industry average of 10%.

In view of the upcoming 4th Quarter, investors fear that Michael Kors Holdings Ltd. (NYSE: KORS) s' same-store sales may finally begin to slow down, because the brand can reach saturation in North America during the quarter ahead. However, rival Coach, Inc. (NYSE: COH) reported a strong quarter on 23 April and raised its dividend, which pessimism of investors Kors Fall.