Moncler: Winter Tailwinds Intact, But Valuation Now Caps Upside (Rating Downgrade)
2026-01-02 10:56:29 ET
With Moncler ( MONRF ) ( MONRY ), our stance remains a odio et amo (to borrow from Catullus): we tend to turn more constructive after summer weakness and more cautious as winter optimism gets priced in. This strategy proved to be correct once again. Indeed, Moncler shares are up by 17.72% (Fig. 1), outperforming the S&P 500 change. ...
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Moncler: Winter Tailwinds Intact, But Valuation Now Caps Upside (Rating Downgrade)NASDAQ: MONRF
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