stavo leggendo un report su Ferragamo
UNDERPERFORM confirmed, target price lifted to Eu12.0.
The success of the Ferragamo brand in Asia comfortably exceeded our expectations. Nevertheless, we are not ready to back current stock multiples, which award Ferragamo a large premium to well established luxury players. Unless we assume a takeover of the group is imminent, we believe the stock is quite overpriced even when if robust earnings growth continues for the next few years in spite of expected inflationary pressure on rents paid in emerging markets. UNDERPERFORM confirmed, target price lifted to Eu12.0 driven by higher 2012-14 estimates
qui il problema e' che su certi titoli abbiamo delle differenze enormi da cio' che dicono gli analisti ( che vabbuo' che sono "molto fessi molti"..pero' non tutti)..ed i valori attuali
basta vedere Unicredito : i target vanno da 4,20 a 5,5 euro..siamo a prezzi attuali assurdi