Report
Anthony Dick ...
  • Michael Foundoukidis

Ferrari : Rider on the storm

>Minimal direct exposure to Russia and Ukraine - We review hereafter the potential impact of the Ukrainian conflict on Ferrari. The group's limited exposure to the region and good track-record during crises lends weight to our Outperform rating.Although Ferrari does not disclose sales by country, the group has indicated that revenue generated in Russia and Ukraine is marginal at group level. Nor do we see material supply chain risk as all production is concentra...
Underlying
Ferrari NV

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Anthony Dick

Michael Foundoukidis

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