Oddo BHF - Ferrari NV (RACE) Ferrari : Supercar, démonstration ultime de pricing power dépassant toutes attentes

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Oddo BHF

Anthony Dick ...

Michael Foundoukidis

Ferrari : Supercar, démonstration ultime de pricing power dépassant toutes attentes

>Une annonce qui dépasse toutes attentes - Ferrari a dévoilé hier après-midi sa nouvelle supercar, la F80. Si l’annonce était attendue, le prix (3,6 M€ ou 2,95 M€ hors taxe et avant options) et les volumes (799 unités) sont nettement supérieurs à nos attentes les plus optimistes (nous attendions 3 M€ et 499 unités et estimons un consensus autour de 2,5 M€). En effet, ces niveaux de prix et de volumes représentent une nouvelle prime significative par rapport aux derni...

18/10/2024 1 FR

Underlying

Ferrari NV

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NL0011585146 Netherlands

Provider

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.

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Analysts

Anthony Dick

Michael Foundoukidis

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Ferrari : Supercar, démonstration ultime de pricing power dépassant toutes attentes

Ferrari : Supercar, the ultimate demonstration of pricing power above all expectations

ODDO : La Chine, un bouleversement aux conséquences encore sous-estimées

Pernod Ricard : 2024-25 EPS revised down 3% after the publication of Q1 2024-25 sales

Veolia : Water technologies, a definite source of growth

Verimatrix : Q3 a little weaker than expected, which we see as no event before more decisive Q4 and pivotal 2025 for VMX

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