CAMPARI SHORT TERM OPPORTUNITY Gruppo Campari is a leading company active since 1860 in the branded beverage industry. It produces spirits, wines, and soft drinks.
DISCOUNT ON THE PRICE FOR CAMPARI
Excellent buying opportunity for this asset after a discount of about 7% from the highs, the market is returning to recover value. Interesting opportunity to continue the trend with a target of € 12.64 - € 13.15. In management it is good to consider the relationship and the influence that the growth of inflation exerts on this s
BREMBO MID/LONG TERM OPPORTUNITY Brembo is an leader Italian manufacturer of automotive brake systems, especially for high-performance cars and motorcycles. Its head office is in Curno, Bergamo, Italy. The company has excellent fundamentals and recently opened the first dedicated digitization branch in Silicon Valley.
BULLISH HEAD AND SHOULDERS
Excellent possibility of upward entry in the medium / long term for this underlying. The price structure facilitates any hedging strategies by the investor. The risk-return (RR) of the
Mediobanca (MB) EBA stress test: Mediobanca is the best Italian institutions: in the adverse scenario of the EBA stress test, Mediobanca sees its Cet1 fully loaded ratio, the main indicator of a bank's capital strength, to go from 14.51% at the end of 2020 to 9.73% in 2023. Mediobanca comes out of the adverse scenario is the highest among the five Italian banks that took part in the examination.
Mediobanca released the earnings for the fourth quarter of the 2020-2021 financial year, filed with a sharp rise in n
Avio (AVIO)After the interesting jump in April, the stock returns to its old prices. We believe that at these prices it can offer an interesting buying opportunity. In fact, we believe that there are possibilities that the company could be involved in a merger with other operators in the Aerospace/Defense sector. In particular there could be synergies with OHB, RheinMetall and Thales.
LShort
LVMH breakout pattern and predictionLVMH is seated to do significantly well off the back of multiple positive trends for luxury market customers.
agressive mergers and positive financial markets all give steam to the ballistic profile.
prediction: LVMH will break 800 end+of+year
LLong
Ferrari: Off To The Races? - Strong Results & Record Order BookPart automobile manufacturer, part luxury stock, the share is looking to breach it's year-to-date overhead supply.
Chart structure similar to that of another luxury goods business, Kering, where €620.00 was a big level in April.
Phase in and add on a close above €182.00
Stop: € 169.00
Weekly Chart.
As per their recent results presentation (via Investor Relations):
STRONG FIRST QUARTER RESULTS AND RECORD ORDER BOOK;DECISIVE MANAGEMENT OF COVID-19 PANDEMIC IMPACTS
Q1 sustained by product
MONCLER BULLISH SCENARIO Technical outlook:
Moncler S.p.A. (MONC.mi) daily chart. Moncler is an Italian luxury ski wear brand. Bought by Italian entrepreneur Remo Ruffini in 2003, who transformed, reinvented the near-bankrupt company which later was listed on the Milan Stock Exchange in 2013. In December 2020, Moncler purchased 100% stake of Italian luxury sportswear brand Stone Island in a reported €1.15 billion acquisition. The Triangle has broken through the resistance line at 22/05/2021, if the price holds above th
TLong
The trend is really strong ... Tod's will rise more The uptrend continue to be very strong, i will monitor the price when it reach the 38 eur level
TLong
ISP Long TermHi guys, this is my POV on Intesa Sanpaolo, Italian bank that is rushing for the positive sentiment that is driving Italian markets these days, ISP is now breaking resistance so I will expect new highs.
I think a 20 % surge is very likely to happen in the next months, remember to set the stop loss.
DYOR and have a nice day
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.
New brand, eshop and international market help Italian shoes After a good results,
this stock is getting a lot of buyers and the price can rise to the upper border of the triangle, next we will see if it try to break to upper values.
TLong
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 decl
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