Ira Sohn London: Masroor Siddiqui, Managing Partner, Naya Management LLP.
Trade Idea: Salvatore Ferragamo Italia SpA (BIT:SFER) (OTCMKTS:SFRGY). Short: Essilor International Cmpgn Gnl d'Opq SA (EPA:EI) (OTCMKTS:ESLOY)
Price Target: E35 target price, 40% upside from current levels. E60 of Essilor current price is E80
Valuation:
Themes:
Masroor Siddiqui on Salvatore Ferragamo
European company but only 25% of sales are within Europe. Luxury company, most of sales from footwear. Emerging...
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