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

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

Today's sponsor: Daloopa

Earnings season is hectic—there’s no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.

Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.

Stop letting manual work slow you down. Set up a free account today by visiting daloopa.com/YAV and see how Daloopa can transform your workflow.