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Le partenariat entre le géant de la tech et l’industriel franco-italien est fructueux : 7 millions de Ray-Ban Meta et Oakley Meta ont été vendues en 2025. Alibaba, Google, Apple s’agitent sur ce marché. Une effervescence qui ferait presque perdre de vue la question essentielle de la protection de la vie privée associée à ces lunettes « intelligentes », remarque Isabelle Chaperon, chroniqueuse au service Economie du « Monde ».
18 commentaires
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Production mix shifting toward Economie might help margins if metals stay firm.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Production mix shifting toward Economie might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Production mix shifting toward Economie might help margins if metals stay firm.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Lunettes connectées : « Si Meta-EssilorLuxottica capte 60 % du marché, la concurrence se met en ordre de bataille ». Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.