reports
Ferrari N.V.: Periodic Report on the Buyback Program
Ferrari N.V.: Periodic Report on the Buyback Program Maranello (Italy), September 16, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on June 28, 2024, as the fifth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Fifth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and o...
Ferrari N.V.: Periodic Report on the Buyback Program
Ferrari N.V.: Periodic Report on the Buyback Program Maranello (Italy), September 10, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on June 28, 2024, as the fifth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Fifth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and o...
Ferrari N.V.: 1 director
A director at Ferrari N.V. sold 2,500 shares at 438.742EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
- Anthony Dick
- Michael Foundoukidis
ODDO : Software Defined Vehicle (SDV): the next revolution
The growing importance of software, which will be further enhanced by SDV, could be even more disruptive to the automotive sector than electrification. In this report, we take a closer look at the main challenges and opportunities of this technological breakthrough, while on the stock market front, the current negative perception of traditional OEMs (discount at historic levels) seems to us to represent an upside risk, provided the latter make progress in terms of execution. Conv...
BMW BAYERISCHE MOTOREN WERKE AG
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Michael Foundoukidis
ODDO : Software Defined Vehicle (SDV): la prochaine révolution
L’importance croissante du logiciel, amenée à se matérialiser encore davantage via le SDV, pourrait bouleverser le secteur automobile encore plus que ne le fait l’électrification. Nous revenons ici sur les principaux enjeux de cette rupture technologique alors que, sur le plan boursier, la perception actuelle négative autour des constructeurs traditionnels (décote à des niveaux historiques) nous semble créer un risque à la hausse, pour peu que ces derniers progressent sur l’exécu...
BMW BAYERISCHE MOTOREN WERKE AG
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
VTSC VITESCO TECHNOLOGIES GRP AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
Ferrari N.v.: Periodic Report on the Buyback Program
Ferrari N.v.: Periodic Report on the Buyback Program aranello (Italy), September 2, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on June 28, 2024, as the fifth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Fifth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and on ...
FERRARI AND UNICREDIT TOGETHER FOR A MULTI-YEAR PARTNERSHIP
FERRARI AND UNICREDIT TOGETHER FOR A MULTI-YEAR PARTNERSHIP Maranello, September 2, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (‘Ferrari’ or the ‘Company’) announces that, effective January 1, 2025, UniCredit S.p.A. will partner with Ferrari S.p.A., its wholly-owned subsidiary, to be at its side in its Formula 1 racing activities under a multi-year agreement. Attachment
- Anthony Dick
- Michael Foundoukidis
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/02/2024
The Stoxx 600 gained just 1.1% in July after shedding 1.3% in June, driven by the SMI (+2.5%) and the Footsie 100 (+2.7%). With business sentiment indicators continuing to weaken, defensive stocks outperformed cyclicals in July, and many healthcare stocks were among the best performers of the Stoxx 600. Long-term interest rates have fallen sharply (probably too much), but this has not benefited tech and luxury goods stocks, penalised by their disappointing results publications. - ...
AXA AXA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
GLE SOCIETE GENERALE S.A. CLASS A
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ITRK INTERTEK GROUP PLC
VOW3 VOLKSWAGEN AG PREF
INX IMCD N.V.
INGA ING GROEP NV
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
PIRC PIRELLI & C. S.P.A.
MRNA MODERNA INC.
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Anthony Dick
- Michael Foundoukidis
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 02/08/2024
Le Stoxx 600 ne progresse que de 1,1% en juillet après sa baisse de 1,3% en juin, tiré par le SMI (+2,5%) et le Footsie 100 (+2,7%). Avec la poursuite du fléchissement des indicateurs de climat des affaires, les défensives ont surperformé les cycliques en juillet, et de nombreuses valeurs Santé sont présentes parmi les meilleures performances du Stoxx 600. Les taux d’intérêt longs ont nettement reflué (sans doute trop) sans que cela profite aux valeurs de la Tech ou du Luxe qui ont s...
AXA AXA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
BNP BNP PARIBAS SA CLASS A
GLE SOCIETE GENERALE S.A. CLASS A
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
VOW3 VOLKSWAGEN AG PREF
INX IMCD N.V.
INGA ING GROEP NV
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
PIRC PIRELLI & C. S.P.A.
MRNA MODERNA INC.
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Anthony Dick
- Michael Foundoukidis
Ferrari : Citius, Altius, Fortius
>Another excellent quarter, 2024 guidance raised and still conservative - Yesterday during trading hours, Ferrari published Q2 results that were once again excellent and above forecasts (EBIT +9% vs cons., EPS +14%). The group posted strong growth at all levels with EBIT up 17% y-o-y, +16% q-o-q, and a record margin of close to 30% (29.8%), i.e. already the high end of the 2026 guidance. Specifically, we note a very strong price/mix impact (€ 423k/car excl. sales tax ...
- Anthony Dick
- Michael Foundoukidis
Ferrari : Citius, Altius, Fortius
>Encore un excellent trimestre, guidance 2024 relevée et toujours prudente - Ferrari a publié hier en séance des résultats T2 une nouvelle fois excellents et supérieurs aux attentes (EBIT +9% vs css, BPA +14%). Le groupe affiche une forte croissance à tous les niveaux avec un EBIT en hausse de 17% y-o-y, +16% q-o-q, et une marge record qui tutoie les 30% (29,8%), soit le haut de la guidance 2026. En particulier, nous relevons un très fort impact prix/mix (423 k€/véhi...
Q2 2024 RESULTS CONFIRM STRONG EXECUTION AND CONTINUED GROWTH 2024 GUI...
Q2 2024 RESULTS CONFIRM STRONG EXECUTION AND CONTINUED GROWTH 2024 GUIDANCE REVISED UPWARD Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) today announces its consolidated preliminary results(1) for the second quarter and six months ended June 30, 2024: Net revenues of Euro 1,712 million, up 16.2% versus prior year, with total shipments of 3,484 units up 2.7% versus Q2 2023Adjusted EBIT of Euro 511 million, up 17.0% versus prior year, with adjusted EBIT margin of 29.9%Adjusted net profit of Euro 413 million and adjusted diluted EPS at Euro 2.29Adjusted EBITDA of...
Ferrari N.V.: Periodic Report on the Buyback Program
Ferrari N.V.: Periodic Report on the Buyback Program Maranello (Italy), July 30, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on June 28, 2024, as the fifth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Fifth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) as follows...
Ferrari N.V.: Periodic Report on the Buyback Program
Ferrari N.V.: Periodic Report on the Buyback Program Maranello (Italy), July 22, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on June 28, 2024, as the fifth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Fifth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) as follows...
Ferrari to Announce Second Quarter 2024 Financial Results on August 1
Ferrari to Announce Second Quarter 2024 Financial Results on August 1 Maranello (Italy), July 17, 2024 - Ferrari N.V. (“Ferrari”) (NYSE/EXM: RACE) announced today that its financial results for the second quarter of 2024 will be released on Thursday, August 1, 2024. A live audio webcast and conference call of the 2024 Q2 results will begin at 2:00 p.m. BST / 3:00 p.m. CEST / 9:00 a.m. EDT on Thursday, August 1. Details for accessing this presentation will be available in the Investors section of Ferrari’s corporate website at /en-EN/corporate prior to the event. Please note that registeri...
Ferrari N.V.: Periodic Report on the Buyback Program
Ferrari N.V.: Periodic Report on the Buyback Program Maranello (Italy), July 15, 2024 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on June 28, 2024, as the fifth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Fifth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and on the...
- Jean Danjou
- Oliver Metzger
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
DAI DAIMLER AG
EKI EKINOPS SA
KOF KAUFMAN & BROAD SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
FIE FIELMANN AG
DOKA DORMAKABA HOLDING AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
LFDE LA FRANCAISE DE L'ENERGIE SA
RACE FERRARI NV
BP. BP P.L.C.
ALKAL KALRAY SA
THEP THERMADOR HOLDING SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
NXFIL NX FILTRATION HLDG BV
SHEL SHELL PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Jean Danjou
- Oliver Metzger
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
DAI DAIMLER AG
EKI EKINOPS SA
KOF KAUFMAN & BROAD SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
FIE FIELMANN AG
DOKA DORMAKABA HOLDING AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
LFDE LA FRANCAISE DE L'ENERGIE SA
RACE FERRARI NV
BP. BP P.L.C.
ALKAL KALRAY SA
THEP THERMADOR HOLDING SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
NXFIL NX FILTRATION HLDG BV
SHEL SHELL PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Luis de Toledo Heras
BMW BAYERISCHE MOTOREN WERKE AG
FP TOTAL SE
GET GETLINK SE
EQNR EQUINOR ASA
DG VINCI SA
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
RHM RHEINMETALL AG
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
ENG ENAGAS SA
BC BRUNELLO CUCINELLI S.P.A.
NN NN GROUP N.V.
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BHP BHP GROUP LTD
BP. BP P.L.C.
SIK SIKA AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Luis de Toledo Heras
BMW BAYERISCHE MOTOREN WERKE AG
FP TOTAL SE
GET GETLINK SE
EQNR EQUINOR ASA
DG VINCI SA
GALP GALP ENERGIA SGPS SA CLASS B
RNO RENAULT SA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
RHM RHEINMETALL AG
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
ENG ENAGAS SA
BC BRUNELLO CUCINELLI S.P.A.
NN NN GROUP N.V.
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BHP BHP GROUP LTD
BP. BP P.L.C.
SIK SIKA AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
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