EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Ferrari (RACE IM) Italy

Consumer Discretionary

Woozle Research

Feedback from Woozle's latest channel checks remains positive - estimates Q2 volumes +5% Y/Y and pricing +4%. Several dealerships noted that order books remain full and wait lists are growing. Unsurprisingly, respondents noted that there have been no price cuts or any element of discounting. However, several respondents did note that Ferrari has become more proactive in hosting car events and experiences at dealerships to boost heat around new models. Purosangue models received positive feedback, as did Roma Spider and 296 GTB designs. In regards to hybrid models, initial optimism from respondents during Q1 has started to wane somewhat in this quarter.

Edition: 189

- 28 June, 2024


Ferrari (RACE IM) Italy

Consumer Discretionary

Starling Advisors

An “ultra” luxury brand, synonymous to resilience - strong brand momentum has continued despite complex and challenging market conditions. Alex Dwek believes company guidance for the full year looks very conservative. Margins for 9M 2023 were 28%, meaning that the margin in Q4 could be as low as 22% to reach the full year guidance. For 2024, Alex expects a normalised revenue growth (+6%), in a year which should benefit from several product launches. The order book covers 2025, with oversubscription for every model except for one. TP €384 (25% upside).

Edition: 178

- 26 January, 2024


Aston Martin (AML LN) UK

Consumer Discretionary

Paragon Intel

Former colleagues interviewed by Paragon unanimously believe new CEO Amedeo Felisa is a good fit for AML who can lay the foundation for a rebound in its profits and reputation - Felisa was “one of the most important men” in creating Ferrari’s success, developing high-performance cars while generating industry leading margins. He is described as a “tough, honest and demanding leader”, who is “fanatical” about quality. Felisa cares little for corporate hierarchy but readily defers to others on issues outside of his expertise. He “always achieves” financial targets.

Edition: 140

- 22 July, 2022


FTSEurofirst 80 Index: Bullish & bearish themes

Messels

Bullish charts featured in Messels' weekly 'European Technical Highlights' report include: Ferrari - finds 7-year price and relative uptrend support; NEL - finds 4-year price and relative uptrend support; ABN AMRO - finds 2-year uptrend support and is bottom of the relative range, although they still prefer Banco de Sabadell and CaixaBank. Bearish charts include: Akzo Nobel - breaks support and loses relative momentum; Legrand - breaks support from prior highs and loses relative momentum; Schneider Electric - breaks the uptrend and develops price and relative top formations.

Edition: 138

- 24 June, 2022


Serge Ferrari (SEFER FP) France

Materials

French small caps expert Julien Onillon believes investors are massively underestimating SEFER’s earnings growth prospects. This materials manufacturer is in the midst of a spectacular turnaround (1H21 operating profit more than doubled vs. 2019) thanks to strong growth in the solar protection, marine and furniture markets. In addition, two important acquisitions (Verseidag in Germany and F.I.T in Taiwan) should enable SEFER to accelerate growth outside Europe. The stock is valued at barely 5x this year’s EBITDA and Julien forecasts EPS growth of 50% between 2021 and 2023. TP €15.00 (~65% upside).

Edition: 120

- 01 October, 2021


Ferrari (RACE IM) Italy

Consumer Discretionary

Paragon Intel

New CEO Benedetto Vigna to successfully lead Ferrari into the BEV era - Vigna will leverage Ferrari's operating model to fund a BEV transition by increasing volumes, pricing and margins. Paragon’s research also includes interviews with several former colleagues and industry sources. Feedback was unanimous - an outstanding leader; his experience as a technological innovator and senior executive will compensate for the lack of a luxury or comprehensive automotive background.

Edition: 120

- 01 October, 2021