Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 14 cze 2022 12:53

Vigna to set out Ferrari's route into electric vehicle era

MILAN (Reuters) - Nine months after taking the top job, Ferrari (NYSE:RACE) CEO Benedetto Vigna will be expected this week to explain how the carmaker will preserve its cachet - and top tier prices - in a future of electrified cars.

The Italian luxury sports carmaker is set to unveil its much awaited business plan on Thursday, heading into the new era of cleaner, silent and electric mobility.

That is a particular challenge for the likes of Ferrari, which built its brand over decades by perfecting the roaring and super powerful engines that drive its cars.

A tech veteran with 26 years of experience in the semiconductor industry, Vigna, who started at Ferrari last September, is tasked with marrying innovation with tradition.

"We should expect a clear focus on technology transition, qualifying the key burning question, namely how the company will evolve in this new environment, not only in terms of products portfolio," said Marco Santino, a partner for automotive practice at management consultants Oliver Wyman.

Ferrari has already presented four hybrid models and promised its first full-electric car in 2025.

It has said strategic partnerships will be key to accessing new technologies while keeping capital expenditure under control.

The company is expected to reveal the relevant areas for new partnerships, which could develop along the lines of an existing tie-up with Britain's Yasa, now part of Mercedes, which is supplying technologies for electric drive for Ferrari's hybrid models.

The CEO said earlier this year that Ferrari would rely on partners to develop bio and synthetic fuels which could be an additional green option alongside all-electric technology.

GRAPHIC: FERRARI (https://fingfx.thomsonreuters.com/gfx/m ... %20(1).png)

NEW SUV

By announcing its first sport-utility vehicle (SUV), the Purosangue, for the coming months, Ferrari is also moving into a lucrative market segment where competitors such as Lamborghini, part of Volkswagen (ETR:VOWG_p) group, already operate.

"A key challenge in the mid-term is to maintain best-in-class profitability while supporting a unique effort in developing new technologies and innovative solutions," Santino said.

Besides core technology, Vigna has a number of other areas where he could leave a mark, analysts say, including data and connectivity, intellectual property, Formula One motor sports performance and increased manufacturing complexity.

Ferrari's range has risen to nine models, plus limited edition cars, in recent years, with six-, eight-, 12 cylinder, hybrid and soon full electric engines under production.

Investors appear to be keeping faith. Shares in the company have been almost flat in the past 12 months, versus an 18% drop for the European auto index and a 13% drop for the luxury index.

Rival Aston Martin lost almost 70% over the same period, while Tesla (NASDAQ:TSLA) shares were among the few to outperform Ferrari.

But Vigna has something to prove.

"A lot is riding on the upcoming Capital Market Day to change valuation parameters for a business which seems to have been on autopilot in recent years and may need a transformational strategy," analysts at Jefferies said.

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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 16 cze 2022 16:15

MARANELLO, Italy (Reuters) -Electric and hybrid models should make up 80% of Ferrari (NYSE:RACE)'s sales by 2030, the luxury carmaker told investors on Thursday, vowing to produce "even more unique" cars as it makes the expensive shift to zero-emission driving.

"We believe we can use the electric engine to enhance the performance of our cars," Chief Executive Benedetto Vigna said on Thursday as he unveiled the company's long-awaited new business plan.

Like other sports carmakers, Ferrari's challenge goes beyond just the huge capital investments needed to develop electric models that can match the high performance of their fossil-fuel forebears - today's electric vehicle (EV) batteries cannot deliver the sustained power of a combustion engine sports car.

Ferrari and its rivals also sell an emotional experience to wealthy customers currently centred on the throaty roar of that powerful engine. So as it goes electric, Ferrari must ensure its high-net worth customers and investors are along for the ride.

"Everything we do will always focus on being distinctively Ferrari," company chairman John Elkann said in opening remarks. "The opportunity set of electrification and electronics will allow us to make even more unique cars."

In the meantime, Ferrari said it would unveil its first ever sport-utility vehicle - powered by its hefty, gas-guzzling trademark 12-cylinder engine - this September.

Vigna confirmed the Italian carmaker's plans to launch its first electric model in 2025, and Ferrari said it would launch 15 new models from 2023 to 2026.

The company expects fully-electric cars will make up 5% of sales in 2025 and 40% in 2030, Vigna said. Hybrid models should rise to 55% of sales in 2025 from 20% in 2021, before dropping to 40% in 2030.

Vigna said Ferrari would develop and build its own electric motors, inverters and battery modules for its electric models on a new assembly line at its plant in Maranello, Italy, while outsourcing non-core components to partners.

He said the carmaker is working with battery makers to research the next generation of solid state batteries, could store more energy than conventional batteries today, for its electric models.

Faced with looming bans on fossil-fuel vehicles in Europe and China, major automakers have committed to spend more than $250 billion through 2025 on the shift to electrification, according to industry estimates.

Ferrari said it expects to invest 4.4 billion euros ($4.58 billion) by 2026, most of that on product development, while delivering EBITDA (core earnings) of 2.5-2.7 billion euros by that year. Ferrari's current guidance for 2022 is for adjusted EBITDA of 1.65-1.70 billion euros.

The carmaker expects cumulated free cash flow of 4.6-4.9 billion euros from 2022 to 2026.

Customers and investors both like what Ferrari does today, with a long order book for cars that start from over 200,000 euros.

Shares in Ferrari have been almost flat in the past 12 months, versus an 18% drop for the European auto index and a 13% drop for the luxury index.
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 30 cze 2022 11:41

MARANELLO, Italy (Reuters) - Ferrari (NYSE:RACE) makes some of the fastest cars on the road, but the luxury Italian automaker is taking the slow lane to an electric future as it tries to overcome the technology's disadvantages against today's powerful fossil fuel engines.

At an investor day this month, executives promised a new era, with the first fully electric Ferrari in 2025.

But for now, combustion engines remain the noisy heart of what it does. Unlike some rivals, Ferrari has not provided a roadmap for going all electric. Volkswagen (ETR:VOWG_p)'s Bentley brand and Volvo are both targeting 2030.

According to a source familiar with Ferrari's business plans, a new production line focused on electric vehicles (EVs) should help lift annual production at its plant in Maranello, Italy, by more than 35% to over 15,000 cars by 2025 versus 11,155 in 2021 – or 65 cars per day versus 46 currently - delivering higher profit margins in the process.

Ferrari declined to comment.

The carmaker has told investors it is targeting a core profit (EBITDA) margin of 38-40% in 2026, versus 35.9% in 2021.

Its line-up could also grow to at least 17 models by 2026 from 12 today. But most new models will, at least initially, have a combustion engine - including its first SUV, the Purosangue, powered by its trademark huge 12-cylinder engine - though some may be hybrids.
...
https://www.investing.com/news/stock-ma ... ic-2842502
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 06 lip 2022 00:32

Ferrari Stock Pops After Jefferies Upgrade to Hold

Shares of Ferrari (NYSE:RACE) are trading nearly 1% higher today after Jefferies analyst Philippe Houchois upgraded to 'Hold' from 'Underperform'.

The analyst also raised the price target on Milan-listed shares (Ferrari (BIT:RACE)) to €170.00 (from €130.00).

The upgrade move comes after management “addressed our concerns about balancing growth, investment spending and intellectual property,” Houchois wrote in a research note.

New mid-term targets point toward double-digit earnings growth through 2026, stabilized ROIC, and raised cash returns.

“With powertrain IP critical to Ferrari's position and valuation multiples, we found the capex guidance and investment to vertically integrate motors, inverters and battery modules as positive. With a 5 year product plan of 15 launches, similar to the 2018-22 period, we also note a stop to model "proliferation" which in our view contributed to the drift in invested capital. In the end, our numbers suggest an end to ROIC deterioration but not a return to earlier peaks,” the analyst added.

For Q2, Houchois is calling for 3,350 units (+25%) and an average selling price of €210,000. This should result in revenues of €1.22 billion, EBITDA of €432 million and EBIT of €307 million.

On a more negative note, the analyst reminds investors that Ferrari’s valuation is “still full.”

“Ferrari shares mostly drifted in recent years but effectively rerated despite falling returns, which in our view leaves little scope in our view to further re-rating. On '23 JEFe Ferrari is trading on 6.2x EV/sales, 26x EBIT, 34x earnings (cash R&D) and >60x FCF. Oft used benchmark Hermes is trading on 25x and 37x EBIT, with higher ROIC (Factset consensus). ROIC profile and F1 profitability are the main sources of upside in our view,” Houchois concluded.
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 27 wrz 2022 22:12

Ferrari odkryło karty i pokazało swoje nowe dzieło - Purosangue, pierwszy w historii czterodrzwiowy samochód produkcyjny 75-letniego producenta samochodów sportowych.

Purosangue wygląda jak SUV, podobnie jak inne luksusowe sportowe SUV-y marek takich jak Porsche i Maserati. Ale pomimo swoich rozmiarów, kształtu i wyższej postury, firma upiera się, że Purosangue - co po włosku oznacza "rasowy", a dosłownie ,,czystokrwisty"- jest samochodem sportowym, zaprojektowanym od podstaw jako prawdziwe Ferrari. Firma wręcz od razu zaznacza, żeby nie nazywać nowego samochodu klasycznym SUV-em. Auto może w komforcie pomieścić 4 osoby, a także ma bagażnik o pojemności 473 litrów.

Purosangue może nie mieć tradycyjnego kształtu Ferrari, ale będzie brzmiało jak Ferrari. Nowy model jest napędzany 6,5-litrowym silnikiem V-12 o mocy 715 koni mechanicznych, który jest montowany za przednią osią, a nie nad nią, jak w większości SUV-ów i crossoverów. Ferrari powiedziało, że lokalizacja silnika - i skrzyni biegów Purosangue, zamontowanej z tyłu - rozkłada masę pojazdu prawie równomiernie na cztery koła, poprawiając jego prowadzenie. Jest to dość nietypowy system AWD: działa tylko przez pierwsze cztery biegi skrzyni biegów, przenosząc moc na przednie i tylne koła w razie potrzeby, ale wysyła wszystko na tylne koła na biegach od 5. do 8. Mimo to, ten system napędu na wszystkie koła jest przeznaczony raczej do tego, by samochód poradził sobie na każdej nawierzchni, czy to suchej, czy to mokrej. Nie ma jednak żadnych trybów terenowych, czym Ferrari próbuje podtrzymać, że nie mamy do czynienia ze zwykłym SUV-em. Na to samo wskazują zresztą siedzenia - są zamontowane dość nisko, bardziej jak w samochodzie sportowym niż crossoverze. Ferrari to jednak Ferrari.

https://www.paszport.ws/ferrari-posuva- ... -do-przodu
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 02 lis 2022 12:50

Historyczny dyrektor techniczny Ferrari odszedł w wieku 87 lat.

Ferrari i świat Formuły 1 opłakują odejście Mauro Forghieri, historycznej postaci w zespole z Maranello i prawej ręki właściciela Enzo Ferrari. Miał 87 lat. Resto del Carlino informuje.
Forghieri, urodzony w Modenie w 1935 roku, był dyrektorem technicznym Ferrari przez ponad dwadzieścia lat, od 1962 do 1984 roku, przyczyniając się w decydujący sposób do zdobycia czterech tytułów mistrza świata kierowców (Surtees, Lauda dwukrotnie i Scheckter) oraz siedmiu tytułów konstruktorów zdobytych w tym okresie. Wielki projektant i innowator, pod koniec lat 80. opuścił Ferrari, by pracować w Lamborghini i Bugatti.
...
https://www.msn.com/pl-pl/wiadomosci/ot ... 5629582fae
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 13 gru 2022 18:57

Zapanowało ogromne zamieszanie na rynku pracowników zespołów Formuły 1. Oczy całego świata zwrócone były jednak przede wszystkim na Ferrari, które pożegnało się z dotychczasowym szefem – Mattią Binotto. Dziś dowiedzieliśmy się, że Włocha zastąpi Fred Vasseur, który w ostatnich sezonach pracował dla Alfy Romeo.
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 19 lut 2023 12:09

Ferrari rozwiązało główny problem. Rywale mogą pozostać z tyłu
Liczne awarie silnika były główną bolączką Ferrari w sezonie 2022. W okresie zimowym Włosi pracowali nad tym problemem i osiągnęli sukces. Na krótko przed startem nowej kampanii w Maranello wiążą spore nadzieje z tegoroczną jednostką napędową.

https://wiadomosci.wp.pl/uniewaznienie- ... 546712672a
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 27 lut 2023 21:13

Is Ferrari Stock A Buy Now? Here's What Earnings, Charts Show Ahead Of New F1 Season

https://www.investors.com/research/is-f ... ace-stock/
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 06 mar 2023 21:24

Morgan Stanley lifted its price target on Ferrari NV (NYSE:RACE) to $310 a share from $280 previously on optimism that the race car company has “levers to pull for both growth or downside protection.”
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 09 mar 2023 20:03

The Prancing Pony jumped dividend +33%

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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 13 mar 2023 11:10

Frederic Vasseur objął rządy w Ferrari, aby uspokoić sytuację w zespole i wyprowadzić go z powrotem na szczyt F1. Tymczasem z Maranello docierają coraz gorsze informacje. Wkrótce możemy być świadkami masowych odejść inżynierów.

Mattia Binotto po sezonie 2022 zrezygnował z funkcji szefa Ferrari, bo nie czuł odpowiedniego wsparcia we władzach firmy. Jego następcą został Frederic Vasseur i Francuz już napotyka na pierwsze przeszkody. Awaria silnika w bolidzie Charlesa Leclerca podczas GP Bahrajnu wydaje się przy tym jednym z mniejszych kłopotów.

Z ustaleń "Corriere dello Sport" wynika, że Benedetto Vigna, dyrektor generalny całej firmy, przejął część obowiązków Mattii Binotto i w ten sposób nowy szef ekipy z Maranello nie ma pełni władzy. Francuz niedawno chciał sprowadzić do zespołu sponsora, z którym współpracował w przeszłości, ale został zawetowany przez kierownictwo Ferrari.

Osobną kwestią są ogromne rotacje w fabryce. Po tym, jak Ferrari popełniło mnóstwo błędów taktycznych w sezonie 2022, nowy szef odsunął od pracy na stanowisku głównego stratega Inakiego Ruedę. Ta decyzja nie mogła dziwić, ale kolejna wywołała już pewne wątpliwości. Na boczny tor odstawiono Davida Sancheza, głównego projektanta bolidów Ferrari. W efekcie złożył on wypowiedzenie i za kilka miesięcy ma się przenieść do McLarena.
...
https://www.msn.com/pl-pl/wiadomosci/ot ... f5f9&ei=12
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 27 mar 2023 17:04

MILAN (Reuters) - The chief executive of Ferrari (NYSE:RACE) on Monday welcomed plans to exempt cars that run on e-fuels from the European Union's planned 2035 phaseout of new combustion engine vehicles.

The decision would give the luxury Italian carmaker "greater freedom on the production scheme", CEO Benedetto Vigna told a Reuters newsmaker event.

Ferrari, which is renowned for its powerful petrol engines, is already producing plug-in hybrid cars and has promised its first full-electric vehicle for 2025.

Vigna said the new electric model would be "a unique car" but would not be drawn on detail, adding that "keeping secret is part of the recipe".

He said that he expected the price of e-fuels to come down as they are developed in coming years and added that Ferrari planned to stick to its electrification plans.

Presenting its new business plan last year, Ferrari said fully electric and hybrid models would make up 80% of models in its range by 2030 while 20% would still be powered by internal combustion engines.
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 11 kwie 2023 17:54

Obrazek
Obrazek

Ferrari partners with Samsung to develop in-car displays

ROME (Reuters) - Italian supercar maker Ferrari (NYSE:RACE) said on Tuesday it had signed a deal with Samsung (KS:005930) Display to use its organic light-emitting diode (OLED) display panels in future car models.

The South Korean company will develop "bespoke OLED technology display solutions" for the next generation of Ferraris, Chief Executive Benedetto Vigna said in a statement.

The heads of Ferrari and Samsung Display signed a memorandum of understanding in Asan, South Korea, for which 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, is a unit of Samsung Electronics (OTC:SSNLF).
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Re: Ferrari NYSE, MEDIOLAN: RACE luksusowe samochody sportowe

Postautor: slayer74 » 14 kwie 2023 11:16

Ferrari has record orders "well into" 2024, chairman says

MILAN (Reuters) - Ferrari (NYSE:RACE) has a record order book for its models spanning into next year, Chairman John Elkann told the sports car maker's shareholders on Friday.

Elkann said the two latest models launched by the Italian company, the 296 GTS plug-in hybrid car and the Purosangue four seater, added to Ferrari's product portfolio, "delivering a record number of orders well into 2024".

Ferrari has promised a total of 15 new models between 2023 and 2026, including its first full-electric car, which Elkann reiterated on Friday is expected in 2025.
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