The Big Q: Why?
The Big A: There are 10 good reasons, and they are:
1. A driver-focused title fight
The rule shake-up for Y 2021 means that a driver from the team that gets on Top of the new regulations quickest will come out on Top that season. But in Y 2020, with the cars likely to be subtle evolutions of their Y 2019 predecessors, what we should have in store instead is a driver-focused race for the championship with a number of contenders.
Ferrari (NYSE:RACE), MercedesAMG and Red Bull Racing showed in 2-H of Y 2019 that they could win races, with 5 out of the 6 drivers from those teams taking victories in that frame. We will be watching to see if Max Verstappen and Charles Leclerc be fighting it out for title honors in Y 2020.
2. The driver market has heated up
Sebastian Vettel’s contract is up at the end of the season at Ferrari. So is Max Verstappen’s at Red Bull Racing, as well as both Messrs Hamilton’s and Bottas’ at MercedesAMG. In fact, the futures of just 3 drivers: Esteban Ocon, Charles Leclerc and Sergio Perez are set beyond Y 2020. The arrival of the Y 2021 regulations could bring some driver changes with them as well.
3. Hamilton up for more record breaking
We are used to seeing Lewis Hamilton breaking records. But Y 2020 could see him take 2 that would statistically cement his reputation as 1 of the best of all time.
Michael Schumacher’s Key career stats stand at 91 wins and 7 titles. Mr. Hamilton would match Mr. Schumacher if he takes the title this year, while should Mr. Hamilton, with 84 Grand Prix triumphs as of Abu Dhabi 2019, win at least 8X in Y 2020, he will best Mr. Schumacher’s winning record.
4. Raikkonen to re-write history books
When speaking of breaking records, everyone’s favorite Finn stands on the precipice of big 1 in Y 2020. Assuming he starts the 1st 10 races of Y 2020, round 11 of the season in Austria will see Kimi Raikkonen become F1’s most experienced driver of all time, as he surpasses Rubens Barrichello’s record of 322 Grand Prix starts.
5. The 1st Vietnam Grand Prix
There’s always the thrill of excitement when F1 arrives in a new country, and Y 2020 will have the sport take on new territory, as Vietnam gets ready to host the World Championship for the 1st time. The inaugural Vietnam Grand Prix will be especially exciting, given that the Hanoi Motor Sport Circuit is the 1st ever track that F1 has been instrumental in designing.
The 5.6km circuit will feature a 1.5km straight, as well as sections deliberately designed to ape the best bits of other great circuits, to create what should be a proper drivers’ track, in 1 of Southeast Asia’s most storied cities.
6. The return to Zandvoort
In Y 2020 F1 will return to an icon that 1st appeared on the calendar in Y 1952. The 31st Dutch Grand Prix at Zandvoort, a track F1 last run at in Y 1985 will Max Verstappen do battle on the fast and flowing circuit, which has had modernisation to accommodate F1’s modern racers.
7. Esteban Ocon’s 2nd chance
“I have always been a supporter of Esteban. I think how he conducts himself and how he performs on track is exceptional… He’s one of the top drivers here.” So said Lewis Hamilton after Esteban Ocon’s stellar performance at the 2018 Belgian Grand Prix, when the French driver’s future looked far from clear.
Ultimately, it would take a year on the sidelines as MercedeAMGs’ reserve driver in Y 2019 before Mr. Ocon could return to frontline F1 driving with Renault for Y 2020. But with the chance to partner Daniel Ricciardo in the improving Renault team now secured, expect him to grasp the opportunity with both hands.
8. Leclerc Vs Vettel, round 2
Tension at Ferrari. The tension between Sebastian Vettel and Charles Leclerc burst at the 2019 Brazilian Grand Prix, when a misjudged distraction across Mr. Leclerc’s bow from Mr. Vettel took both out of the race. At the time, Ferrari Team Principal Mattia Binotto said it was “lucky it happened this season because there will be opportunities to clarify… next year what is not to happen”. Expect Mr. Vettel to reassert himself at Ferrari team. There bound to be some big moments at The Scuderia this year.
9. The new chapter for Y 2019’s super-rookies
It was a testament to how well George Russell, Lando Norris and Alex Albon performed in their rookie seasons in Y 2019 that all 3 appeared in the team boss-selected Top 10 best drivers of the year list. Now, we get to see how the 3 of them kick on for Y 2020 with an interesting set of challenges awaiting all 3.
For Mr. Russell, the goal is simply to help Mr. Williams work its way back into midfield.
For Mr. Norris it is to get McLaren back on the podium on a consistent basis.
And for Mr. Albon, with the machinery he has at his disposal, the Red Bull Racing driver should shoot for a win in Y 2020.
10. Drive to Survive Season 2
F1: Drive to Survive won F1 a whole new legion of fans, as the cameras headed behind the scenes of the sport with a level of access never before seen. Season 2 is set to drop on Netflix (NASDAQ:NFLX) in early Y 2020 –
Enzo Ferrari’s iconic Italian Supercar manufacturer claimed the title according to the latest Brand Finance Global 500 2019 report launched at the World Economic Forum in Davos.
HeffX-LTN overall technical outlook for RACE is Very Bullish, overhead resistance is 167.27, and Key support at 164.06. Now 3 Key indicators are Very Bullish, and the stock has established strong long term support ahead of this coming breakout North.
Ferrari finished at 165.54, +0.24 Tuesday in NY.
Ferrari will continue to create value in the long term. Ferrari is a quality 1st long term luxury products investment, and I see it at 200+/share in that frame.
Have a Happy New Year Week