Yawen Chen
ywchen.bsky.social
Yawen Chen
@ywchen.bsky.social
Columnist @ Reuters Breakingviews.

www.breakingviews.com
Reposted by Yawen Chen
This week LVMH shareholders will decide whether to raise the retirement age for its chairman and CEO to 85, potentially giving Bernard Arnault another decade in charge. @ywchen.bsky.social argues the lack of a clear succession plan is a red flag for investors.
www.reuters.com/breakingview...
Breakingviews - LVMH’s opaque succession merits investor discount
Bernard Arnault has no succession plan, and no apparent intention of unveiling one soon. Indeed, the 76-year-old chairman and CEO of LVMH could spend another decade at the helm of the $300 billion French luxury giant. Shareholders will this week vote on whether to raise the age limit for both roles to 85. While Arnault’s age is not necessarily a problem for investors, the lack of clarity about who takes over is beginning to weigh on the group’s enviable stock market record.
www.reuters.com
April 15, 2025 at 1:22 PM
Reposted by Yawen Chen
Breakingviews' thoughts on this from Friday (while Total was in aforementioned silence), by @ywchen.bsky.social www.reuters.com/breakingview...
Breakingviews - Adani’s US woes put TotalEnergies on the spot
Patrick Pouyanné is used to coping with tricky circumstances. Even so his company’s close relations with Indian billionaire Gautam Adani, who is facing U.S. bribery charges, still constitute a challenge.
www.reuters.com
November 25, 2024 at 10:58 AM