Scelte strategiche Ferrari

[gianmy86]

On 9/6/2021 at 13:04, Yakamoz scrive:

Spero che segua e curi e ami la scuderia con la stessa efficacia con cui sicuramente guiderà il comparto delle auto stradali.

On 9/6/2021 at 11:34, iDrive scrive:

Sembra quasi Montezemolo coi capelli corti…

 

L'intento degli esperti di marketing era proprio quello, un perfetto LCDM sounding raggiunto dopo mesi di comparazioni digitali e di sovrapposizioni facciali sfruttando un archivio di migliaia di volti di giovani manager.

Vigna ha restituito una fedeltà all'originale pari al 79%, ritenuta congrua.

 

Adesso stanno cercando un team principal più somigliante possibile a Jean Todt.......................

 

 

Riletta dopo un anno e mezzo, sei stato profetico, eh! 😂

[davos]

Questa notizia degli efuel è veramente importante per Ferrari. Potremmo continuare a vendere auto con motori ice per gli appassionati che certamente non avremmo problemi a pagare un po' più caro il carburante.

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ROME -- Ferrari will use Samsung Display's organic light-emitting diode (OLED) display panels in future models.

The South Korean company will develop "bespoke OLED technology display solutions" for the next generation of Ferrari cars, the automaker's CEO Benedetto Vigna said in a statement on Tuesday.

No financial details were disclosed.

Vigna has previously said that as Ferrari is focusing investment on electrification, the company would use external suppliers for non-crucial components or software.

Ferrari plans to unveil its first fully electric car in 2025.

Samsung Display, which plans to invest more than 3 billion dollars on the manufacturing of OLED panels in Asan, South Korea, is a unit of Samsung Electronics.

At the 2023 CES in Las Vegas in January, Samsung Display unveiled its New Digital Cockpit with a 34-inch slim display and bendable technology that creates 700 radius curvature during the driving mode.

 

(Reuters)

 

 

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MILAN -- Ferrari's core earnings rose 27 percent to 537 million euros ($594 million) in the first quarter on increased shipments.

Results were driven by sales of the Portofino M, the 296 GTB and the 812 Competizione models, as well as pricing capacity, the company said in a statement on Thursday.

CEO Benedetto Vigna said demand for Ferrari's cars stretched into 2025.

Ferrari had decided to reopen orders for its new Purosangue, which had been suspended "due to an initial unprecedented demand," Vigna said.

Ferrari unveiled the Purosangue in September. The high-riding, four-door car looks more like an SUV than the company’s traditional portfolio of low-slung, two-door sports cars. The move is expected to broaden Ferrari’s customer base.

Deliveries of the 390,000-euro Purosangue are due to start in the current quarter.

Vigna said customers now ordering the 12-cylinder Purosangue will have to wait until 2026 to receive it.

"We were caught by positive surprise for these strong interest," he told analysts on an earnings call.

Vigna confirmed Ferrari's pledge to keep Purosangue sales below 20 percent of total group shipments over the car's life-cycle and not to extend it, to retain a degree of exclusivity.

Ferrari, which unveiled the Roma Spider in March, has promised a total of four new models this year.

Ferrari's margin on adjusted EBITDA grew by 2 percentage points compared to the same quarter of last year, to 37.6 percent. Revenue was 1.43 billion euros.

Ferrari has been hiking the prices of some of its models with its wealthy clientele less acutely affected by soaring inflation and rising interest rates.

CFO Antonio Picca Piccon told analysts Ferrari was now applying mid-single digit price increases on selected models and markets it had announced last year.

He said the company expected a strong second quarter, followed by a softer second half of the year -- the fourth quarter in particular -- in line with its planned product cadence.

Car price increases will counterbalance current cost inflation, Ferrari said.

EV shift

The company is preparing to shift to electric vehicles and turn its historic factory in northern Italy into a hub for battery-powered cars.

The first full-electric Ferrari is expected in 2025 and battery-only as well as plug-in hybrid models are slated to dominate the company’s portfolio in the second half of the decade.

Hybrid cars made up 35 percent of shipments during the first quarter, the company said.

"Ferrari's transition to an electrified future may increase its average transaction price and augment its mammoth 154,000-euro Ebitda per vehicle as ICE based products become specials," Bloomberg Intelligence analyst Joel Levington said last month.

Bernstein analysts noted that Ferrari's "extremely strong" product mix, pricing power and lengthy order book protected the company against potential recession-driven order cancellations.

Ferrari, which has promised its first fully electric model in 2025, confirmed its full-year forecasts, although the Bernstein analysts said they expected them to be raised later in the year.

 

(Reuters/Bloomberg)

 

 

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Ferrari overtakes Stellantis as value climbs past $50B
Ferrari stock has gained 34 percent this year, giving it a market value of $53.9 billion, overtaking Stellantis's $51.48 billion.

Ferrari’s market value has surpassed that of Stellantis, the auto group that contains Fiat, which was once the parent of the iconic Italian luxury sports-car maker.

Ferrari has gained 34 percent this year, making it the best-performing stock among European auto manufacturers.

That has sent the market value soaring to 49.2 billion euros ($53.9 billion), overtaking Stellantis’s 47.1 billion euros ($51.48) and making it one of the three biggest companies on the Milan stock exchange.

Demand for luxury sports cars has held up well among Ferrari’s wealthy customers even as it increased prices, a stark contrast to mass automakers losing pricing power as the economy heads for a slowdown.

The stock in many ways is comparable to that of big luxury goods firms in Europe, producing total returns in excess of 500 percent since its spinoff in 2015. During the same period, returns for auto stocks in Europe were about 50 percent, including dividends.

For a growing crowd of investors, the luxury sector is to the European stock market what Big Tech has been to the U.S.: Dominant businesses whose growth holds up even as the economy waxes and wanes.

LVMH Moet Hennessy Louis Vuitton, Europe’s largest company by market value, making it into the top 10 in the world is a testimony to the trend.

Exor, the Agnelli family holding company, is still the largest investor in both Stellantis and Ferrari, which was separated out from Fiat Chrysler in 2015. Ferrari had a market value of about $10 billion when it was listed in New York in October 2015.

“Ferrari has always been synonymous with luxury, and its multiples also confirm this,” said Vincenzo Longo, a market strategist at IG. “The stock has been outperforming year-to-date and the trend is about comparable to the big luxury names such as LVMH.”

While Ferrari is benefiting from a surge in demand for its luxury cars, Stellantis shares have been under pressure after the company posted disappointing first-quarter sales in Europe on May 3, reflecting a looming downturn in the region driven by inflation and higher interest rates.

Stellantis’s 14 car brands include Fiat, Alfa Romeo, Citroen, Opel and Chrysler, and its total consolidated shipments last year fell to about 5.78 million vehicles.

The high-premium brand Ferrari sold 13,221 units.

Ferrari's share price may already reflect some market expectations, however. Ferrari is trading at about 41 times 12-month forward earnings, by far the most expensive car stock in Europe and almost in line with Tesla in the U.S.

“We thought we were covered for a while by setting estimates straight above guidance at the start of the year, but the earnings power of Ferrari keeps accelerating,” Jefferies analysts including Philippe Houchois wrote in a note on Monday, raising their estimates and price target on the stock to 250 euros.
 

 

(ANE)

 

 

[j]

Ferrari non comprerà altri produttori di supercar

L'annuncio del CEO Benedetto Vigna: "Non credo che per noi sia sensato, importante mantenere il nostro DNA"

“Non credo che per noi sia sensato comprare un altro produttore di supercar, perché crediamo che quando si parla di società del lusso sia importante mantenere il DNA della società stesse – le sue parole – Per noi è importante lavorare per arricchire il portafoglio tecnologico, e ci sono diversi modi per farlo: portando dentro le competenze, o con partnership. Ferrari è un’azienda di alto lusso, in cui la tecnologia gioca un ruolo importante”.

 

“Non possiamo fare a meno delle gare perché sono molto importanti per noi, sono state, sono e saranno nel DNA della nostra società. Le competizioni sono un settore su cui continueremo ad investire, perché vediamo molte tecnologie che passano dalle gare alla strada”.

 

https://www.formulapassion.it/automoto/mondoauto/ferrari-vigna-nessuna-acquisizione-produttore-rivale

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https://www.reuters.com/business/autos-transportation/ferrari-accept-crypto-payment-its-cars-us-2023-10-14/

 

 

[j]

 

Cita

Innovazione, performance e sostenibilità per una nuova sfida sportiva guidata da Giovanni Soldini

24 gennaio 2024

Maranello, 24 gennaio 2024 – Nasce un nuovo progetto, una grande sfida che trae origine dal DNA racing di Ferrari e dalla sua spinta innovatrice.

Il Cavallino Rampante si prepara a competere nel mondo della vela sotto la guida del navigatore Giovanni Soldini, Team Principal di questa nuova avventura. Dopo aver gareggiato sulle piste di tutto il mondo, Ferrari esplora rotte inedite che accresceranno il know how e la volontà di progresso continuo che la caratterizzano.

L’impresa vedrà la Casa di Maranello direttamente impegnata in un progetto unico all’insegna di tecnologie all’avanguardia, nel suo intero ciclo di ideazione, ingegnerizzazione e testing. La ricerca delle massime performance sul mare e di soluzioni concrete per la sostenibilità darà origine a innovazioni che, in linea con la tradizione Ferrari, saranno un importante stimolo per l’evoluzione delle nostre sports car.

John Elkann, Presidente di Ferrari, ha dichiarato: “Stiamo per intraprendere un viaggio entusiasmante che amplierà la nostra anima racing. Con questa nuova sfida agonistica, motivati dalla nostra capacità innovativa e dall’impegno per la sostenibilità, ci spingeremo oltre gli attuali confini. Siamo felici di poter contare su Giovanni, straordinario per esperienza, determinazione e spirito di squadra”. 

Giovanni Soldini: “Sono entusiasta di iniziare una nuova avventura con Ferrari. Stiamo lavorando a un progetto importante e all’avanguardia con un potenziale tecnologico strabiliante che mette insieme mondi diversi e competenze di altissimo livello. Partecipare alla ricerca e allo sviluppo di soluzioni innovative e rispettose del nostro pianeta con un team eccezionale è davvero un’esperienza unica.

 

https://www.ferrari.com/it-IT/media-centre/articles/innovation-performance-and-sustainability-unite-in-a-new-sporting-challenge-led-by-giovanni-soldini

Modificato 24 Gennaio da AleMcGir

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Risultati 2023

 

https://cdn.ferrari.com/cms/network/media/pdf/2024_02_01 - Ferrari - FY 2023 Results Presentation.pdf?_gl=1*eg1h36*_ga*MjQxNDA4MjMzLjE3MDMxMDc5NDc.*_ga_JM1HT9B412*MTcwNjc5MzkyNS40LjEuMTcwNjc5NDEwNS4wLjAuMA..

 

 

 

 

 

[j]

F1 | Ferrari, effetto Hamilton: Il valore in borsa sale di 7 miliardi

Il titolo Ferrari ha registrato un'impennata di oltre il 10%, toccando un nuovo record alla Borsa di New York giovedì dopo la notizia del possibile passaggio di Lewis Hamilton alla Scuderia in Formula 1. Inoltre, la Rossa ha anche registrato utili record nell'ultimo rendiconto trimestrale.

https://it.motorsport.com/f1/news/f1-ferrari-effetto-hamilton-il-valore-in-borsa-sale-di-7-miliardi/10571458/