Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing, flexible subscription services, fleet management and multi-mobility solutions to large international corporates, SMEs, professionals and private individuals.
For more information about Redwheel, please visit: https://www.redwheel.com/uk/en/institutional/
Chapters:
[0:00] Introduction + Episode sponsor: Daloopa
[1:39] What is Ayvens and why are they so interesting to Shaul
[3:04] What is Shaul seeing with Ayvens that the market is missing
[5:46] How do they compete against capital Finco's / understanding the business, how they make money
[14:58] Red flags: what's going on with the "big merger" they did (LeasePlan)
[23:12] Electric vehicles
[28:02] Right to grow right now
[32:54] SocGen's 52% ownership
[38:29] Regulatory risks
[42:20] What could go wrong / what could break Ayvens thesis for Shaul
[46:14] Final thoughts: revisiting question - what does Shaul think the market is missing here, how'd they do during the GFC
[49:19] Financing business
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