Crown

Board: Ferrari Language: English Region: Worldwide Share/Save/Bookmark Close

Forum - Thread


    Analysis & Insights on Ferrari’s Q2 2021 Results

    Just posted a new blog "Analysis & Insights on Ferrari’s Q2 2021 Results" They are doing well and have quite ambitious plans.  New CEO is a bit of a wild card.

    https://karenable.com/analysis-of-ferraris-q2-2021-results/

    Comments?


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    SSO.:

    Just posted a new blog "Analysis & Insights on Ferrari’s Q2 2021 Results" They are doing well and have quite ambitious plans.  New CEO is a bit of a wild card.

    https://karenable.com/analysis-of-ferraris-q2-2021-results/

    Comments?

    Fascinating.

    Thanks so much!


    --

    Mike

    918 Spyder + Taycan Turbo + Tesla Roadster 1.5 & Model S P100D AP2 + BMWs (Z8 + 3.0 CSi) + Bentley Arnage T


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    Very informative. I’m curious as to the reasons for the reduced sales in North America. 


    --

    The purpose of life is to enjoy the moment.


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    nberry:

    Very informative. I’m curious as to the reasons for the reduced sales in North America.

     The prioritization of European and Chinese deliveries vs. the Americas, which were down to 24% in Q2 from a high of 32% in 2018, looks to be a deliberate move to maximize profitability as the dollar has been weakening since late 2019. 

     


    --

     964 Carrera 4 --  997.2 C2S , -20mm -- 991.2 GT3 RS 


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    nberry:

    Very informative. I’m curious as to the reasons for the reduced sales in North America. 

     

    A bit of oversupply. 

    Some dealers have brand new cars sitting on the lots and that doesn't help the secondary market either, which is where the dealers make the most money with markups.

    The mystique of Ferrari is that not everyone can get a new one, even with money. If dealers start calling people up about their interest in buying a new Ferrari, they would be no different than McLaren/Lamborghini where one can walk in with a cheque and walk out with a brand new car the same day.

     


    --

     

     


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    Whoopsy:

    The mystique of Ferrari is that not everyone can get a new one, even with money. If dealers start calling people up about their interest in buying a new Ferrari, they would be no different than McLaren/Lamborghini where one can walk in with a cheque and walk out with a brand new car the same day.

     

    Pretty much the case with the new strategy of stock exchange profitability...Smiley build baby build!


    --

    GT Lover, Porsche fan

    991.2 GT3 manual

    Cayenne GTS 2014


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    Very good analysis and summary indeed. I think I enjoyed reading it this time more than your older reports.

    Regarding RACE valuation vs STLA valuation one is way overpriced and the other underpriced. The only reason I can think why Ferrari is a separate company is because of the hype it can create.

     


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    wantone:

    Very good analysis and summary indeed. I think I enjoyed reading it this time more than your older reports.

    Regarding RACE valuation vs STLA valuation one is way overpriced and the other underpriced. The only reason I can think why Ferrari is a separate company is because of the hype it can create.

     

    Sadly valuations are based as much on hype and perception as they are on hard core financial fundamentals.  Best example of the gap between the two right now is Tesla.


    Re: Analysis & Insights on Ferrari’s Q2 2021 Results

    Infamous analyst Jack Grubman was an advisor on one of our non-US deals and was prone to express some as story stocks. Investors buy into the fairytale story versus the real world situation.  


     
    Edit

    Forum

    Board Subject Last post Rating Views Replies
    Porsche Sticky The moment I've been waiting for... 10/25/21 12:29 AM
    Pilot
     
     
     
     
     
    501707 1291
    Porsche Sticky OFFICIAL: New Porsche 911 Turbo S (2020) 11/8/21 7:43 PM
    Leawood911
    181525 1154
    Porsche Sticky Welcome to Rennteam: Cars and Coffee... (photos) 12/6/21 9:27 AM
    Boxster Coupe GTS
    72285 386
    Porsche Sticky SUN'S LAST RUN TO WILSON, WY - 991 C2S CAB LIFE, END OF AN ERA (Part II) 11/25/21 6:30 PM
    watt
    67447 686
    Porsche Sticky Porsche Taycan Turbo S - Short Review 11/19/21 6:44 AM
    bluelines
    53487 529
    Porsche Sticky ROAD TEST: New 992 Carrera 4S 3/3/21 10:57 PM
    Wonderbar
    49264 336
    Porsche Sticky Porsche extends the Taycan model range (Taycan 2WD) 2/1/21 12:42 PM
    Leawood911
    13531 29
    Porsche Sticky OFFICIAL: Cayman GT4 RS (2021) 11/18/21 3:28 PM
    RCA
    591 0
    Porsche Cayman GT4 10/5/21 7:04 PM
    Topspeed
    475430 3587
    Porsche OFFICIAL: 911 GT2 RS (2017) 9/28/21 3:25 AM
    WhoopsyM
    390471 3507
    McLaren McLaren on a winning streak 11/25/21 12:31 AM
    WhoopsyM
    386730 3949
    Porsche OFFICIAL: 991.2 GT3 RS (2018) 11/17/21 5:18 PM
    Rossi
    352039 3256
    Porsche OFFICIAL: 911 R (2016) 10/8/21 11:41 AM
    xpto
    322602 2647
    Porsche 992 GT3 12/7/21 6:27 PM
    xpto
    282885 3177
    Porsche OFFICIAL: The new Porsche 992 – a design icon and high-tech sports car 9/29/21 1:59 AM
    watt
    255260 1587
    Porsche OFFICIAL: New Panamera (2016) 2/11/21 9:22 AM
    Itsme
    169522 1379
    Lambo Lamborghini Huracan and variants 4/9/21 4:32 PM
    Topspeed
    120403 1225
    Porsche Donor vehicle for Singer Vehicle Design 9/22/21 1:28 AM
    Leawood911
    104788 749
    Porsche Welcome to the new Taycan Forum! 12/4/21 12:36 AM
    Leawood911
    96173 1245
    McLaren F1 7/10/21 7:43 AM
    BiTurbo
    83428 209
    Lambo Aventador and SV 8/27/21 2:33 PM
    Topspeed
    74717 698
    AMG AMG GT R 7/8/21 3:07 PM
    CGX car nut
    74491 824
    Others Tesla 2 the new thread 12/8/21 2:14 PM
    Topspeed
    54987 1400
    Others Bugatti Chiron 11/4/21 5:58 AM
    WhoopsyM
    44302 500
    Ferrari Ferrari 812 Superfast 11/10/21 2:32 PM
    Topspeed
    41532 532
    Porsche Olive 991.2 GT3 Clubsport 1/1/21 7:58 PM
    throt
    40084 615
    Porsche GT4RS 12/3/21 5:15 PM
    Rossi
    38796 713
    Motor Sp. [2021] Formula 1 12/7/21 9:14 PM
    Topspeed
    36018 1205
    BMW M BMW M2 Rumors 7/7/21 8:38 PM
    Jim_in_Iowa
    31278 394
    Ferrari 488 Replacement 4/17/21 8:28 PM
    Rossi
    28063 370
    251 items found, displaying 1 to 30.