Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA

Yet Another Value Podcast

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4M ago 52:32

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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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