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Ferrari (RACE) In a week of uncertainty, especially on the Nasdaq, which is on a critical point, see the article I posted last week for a more in-depth analysis, Ferrari finally seems to have started its bullish phase, after the long decline that the 'led to a loss of 36% from the beginning of 2021 to the beginning of March. The price strongly breaks the bearish trendline on Monday, then tries to continue quickly on Tuesday, and then retraces with a two-day pullback. The stock closed up at € 173.40 yesterday. My idea about Ferrari in the long term, especially after the post-pandemic economic recovery is clearly Bullish, while in the medium term I believe that the title can easily reach the 178-180 area. If the uptrend line were to keep and the global situation, also thanks to the summer period, were to improve, as we all hope, the second target is in the 190 area. LazyBull
MIL:RACELong
by LazyBull5
LVMH - fundamental - fair value: 305,8025/03/2021 19:30 -Markey cap: 279,848 Dividend: 279,848 * 1,08% = 3,022B MC's dividend payments are covered by earnings. 30/06/2020 Dividend yield: 1,2% 30/06/2020 Dividend per share: €4,8 Earnings per share: €8,793 -PE ratio < 25: 59,61 -Profit margin > 10%: 10,53% -Revenue growth past 5 years: yes (2020) 44,636m - (2016) 37,6m -Profit growth past 5 years: yes (2020) 4,702m - (2016) 3,981m -# shares outstanding declining: no. (2020) 504m - (2016) 502m -Current assets > current liabilities: yes TA 108,671> TC 69,842 -FCF growth: yes (2020) 8,378 - (2016) 3,971 -price to FCF: €305,80 If I missed something pls let me know I'm just 16 and just want to learn as much as I can. As much as I love LVMH my own research says the stock is overvalued. I hope I can help someone with this. sources: yahoo finance & documents-financiers-2020_va_v2 (search investor relations lvmh - documents)
MIL:1MC
by Vermeire
5
AVIO (AVIO)The first contract concerns the supply by Avio to Arianespace of 10 VEGA C launchers in the period 2023-2024, with an option for another 4 launchers. The VEGA C carriers will be used for institutional launches of the EU Commission's 'Copernicus' program and for other needs of the European Space Agency and the Italian Space Agency. On the same occasion, Ariangroup and Europropulsion (an equal joint venture between Avio and Arianegroup) signed a production contract for the supply by Avio of 34 P120 engines for the Ariane 6 carriers over the next two years (contract value ranging between 200 and 400 million). The signing of the two contracts further strengthens the excellent collaboration between France and Italy in the launcher sector which allows Europe to have autonomous access to space, underlined Giorgetti and Le Maire. They also strengthen bilateral cooperation in the most advanced research with important repercussions on the employment front, both in Italy and in France.
MIL:AVIOLong
by mgiuliani
ENIIn accordance with my view of the resurgence of the energy sector worldwide and believing that the XLE has finally put in its long-term bottom in 2020, I believe energy stocks will provide good returns in the coming months and years Also with the world being able to come back to normal after COVID, travel, mobility and oil consumption will return to pre-pandemic levels thus providing tailwind for the space ENI, the bigger oil producer in Italy, is looking very attractive: -Accumulating for almost a year now -Did the spring/fakeout of the bottom -Now working on its handle Above €9.20 it starts to pick up momentum Don't fade the move
MIL:ENILong
by i9theghost5