>>> TradeGate Pre-Market Indications

DAX:
  • BMW (BMW TH) -0.7%
  • HeidelbergCement (HEI TH) -0.8%
  • Daimler (DAI TH) -0.8%
  • Delivery Hero (DHER TH) -1%
MDAX:
  • Siltronic (WAF TH) +10%
    • GlobalWafers in Talks to Buy Siltronic for $4.5 Billion
  • Wacker Chemie (WCH TH) +4%
    • NOTE: Wacker Chemie holds a 30.8% stake in Siltronic
  • CTS Eventim (EVD TH) +1.6%
  • K+S (SDF TH) +1.6%
  • Grand City Properties (GYC TH) +1.5%
  • Aurubis (NDA TH) -1.6%
    • Boliden Favored to Aurubis Among Europe Smelters: Morgan Stanley
  • HelloFresh (HFG TH) -1.9%
  • Aareal Bank (ARL TH) -2.2%
  • Shop Apotheke (SAE TH) -2.3%
  • Kion (KGX TH) -4.3%
    • Kion Sets Subscription Price at EU62/New Share For Capital Raise
SDAX:
  • Tele Columbus (TC1 TH) +3.6%
  • Dermapharm (DMP TH) +2.7%
  • Global Fashion Group (GFG TH) +2.5%
  • Medios (ILM1 TH) +2.3%
  • Deutz (DEZ TH) +1.4%
  • Sixt (SIX2 TH) -1.8%
  • Deutsche Euroshop (DEQ TH) -2%
  • Eckert & Ziegler Strahlen- und Medizintechnik AG (EUZ TH) -2.6%
  • Borussia Dortmund (BVB TH) -2.9%
  • Corestate (CCAP TH) -11%
    • Corestate Says Vestigo Immobilien Is a New Anchor Shareholder

>>> Europe : Brokers Upgrades & downgrades - 30th of November 2020

>>> Up
* Dunelm Raised to Outperform at RBC; PT 1,450 pence
* Intesa Sanpaolo Raised to Outperform at KBW; PT 2.40 euros
* Recipharm Raised to Buy at Jefferies; PT 200 kronor

>>> Down
* Aurubis Cut to Underweight at Morgan Stanley
* Bank of America Cut to Underweight at Morgan Stanley
* Bodycote Cut to Underweight at JPMorgan; PT 635 pence
* BP Cut to Hold at HSBC; PT 300 pence
* DNB Cut to Hold at Arctic Securities; PT 160 kroner
* Goldman Sachs Cut to Underweight at Morgan Stanley; PT $273
* Inditex Cut to Sector Perform at RBC; PT 29 euros
* JPMorgan Cut to Underweight at Morgan Stanley
* Monte Paschi Cut to Underperform at KBW; PT 1 euro
* Pandora Cut to Sell at SEB Equities; PT 500 kroner
* Peab Cut to Hold at SEB Equities; PT 102 kronor
* Rockwool Cut to Equal-Weight at Barclays; PT 2,600 kroner
* Rockwool Cut to Underweight at Morgan Stanley; PT 2,200 kroner
* Tullow Cut to Market Perform at BMO; PT 35 pence

>>> Initiation
* Fair Oaks Income Rated New Buy at Liberum

>>> Call
* Boliden Favored to Aurubis Among Europe Smelters: Morgan Stanley
* Electrolux Professional Shares Have Scope for Further Upside: DI
* European Mining Sector in Rude Health Heading into 2021: RBC
* Inditex Cut With Cash Strength, Recovery Potential in Price: RBC
* Recipharm Raised at Jefferies on Covid Vaccine Deal Benefits
* Rockwool Faces Margin Pressure on Pricing Risks: Morgan Stanley

>>> What to look at today -30th of November 2020

Stocks in Asia swung from gains to losses along with U.S. and European equity futures as investors monitored progress on the path to a coronavirus vaccine on the final day of a record month for global equities. Oil retreated.
S&P 500 futures began the trading week higher, then slipped, as did Australian and Japanese shares. A gauge of the dollar extended its recent retreat to the lowest level since April 2018. Chinese equities outperformed as activity in the country’s manufacturing sector picked up faster than expected in November and the central bank unexpectedly injected funds into the financial system. Oil retreated after an OPEC+ agreement to postpone an output increase planned for January remained elusive before a meeting Monday. Gold dropped.
On Sunday, U.S. Surgeon General Jerome Adams said the federal government hopes to quickly review and approve requests from two big drugs makers for emergency approval of their Covid-19 vaccines. Meanwhile, Reuters reported that the Trump administration is adding SMIC and CNOOC Ltd. to a blacklist of alleged Chinese military companies.

Nikkei -0.79% Hang Seng -1.45% CSI +0.05% Shanghai -0.13%Shenzen +0.11%

Eur$ 1.1971 CNH 6.5832 CNY 6.5942 JPY 103.92 GBP 1.3344 CHF 0.9029 RUB 76.2964 TRY 7.8369 WTI$ 44.59 -2.06%

S&P -0.85% Nasdaq -0.39% EuroStoxx -0.99% FTSE -0.68% Dax -0.89% SMI -0.54%

Macro :
- Iran Says It Won’t Fall in Trap of Scuttling Any U.S. Talks
- OPEC Faces Seismic Demand Split as Cartel Plots Next Move
- Italy Approves New Stimulus Package to Bolster Shrinking Economy
- Italy Eases Restrictions for Milan, Turin With Outbreak Slowing
- EU to Accept U.K. Plan for Fishing Rights Transition: Telegraph
- U.K. Virus Restrictions Could Last Until Easter, Sky News Says

Keep an aye on :
- AA/ LN : AA’s biggest shareholder rejects ‘derisory’ private equity offer
- AB FP : AB Science Gets EU15M EIB Loan to Fund Covid-19 Treatment Study
- ABN NA : ABN Amro Aiming to Cut Further 15% of Staff by 2024
- AC FP : Accor Issues Convertible Bonds for About EU500m Due Dec. 2027
- ADJ GY : Adler Group 9M FFO I EU74.7M Vs. EU50.4M Y/y
- AGS BB : Ageas Sees Solvency Impact Taiping Reinsurance Deal Minus 7 Ppt
- AGN NA : Aegon Agrees to Sell CEE Business to VIG for Almost $1 Billion
- ASML NA : Samsung in Talks With ASML to Invest in High-NA EUV: Herald (1)
- ATC NA : Lucerne Capital Objects to Next Private Offer for Altice Europe
- CS FP : Gulf Insurance to Buy AXA’s Gulf Ops in $475m Deal
- AZN LN : *WHO SAYS MORE DATA NEEDED ON AZ-OXFORD VACCINE: AP
- BPE IM : BPER Seeks ECB Authorization for Bond Early Repayment
- CARM FP : Carmila Board Appoints Sebastien Vanhoove Deputy CEO
- CENER BB : Cenergy, Nexans Talks Ended Without Result (Nov. 29)
- CCAP GY : Corestate Says Vestigo Immobilien Is a New Anchor Shareholder
- ENGI FP : Engie Plans Four New Gas Power Plants in Belgium, L’Echo Says
- ERF FP : Eurofins Buys Asbestos Testing Company Taiyo Techno Research
- FUR NA : VEB Announces Settlement With Fugro for Own Members; No Terms
- KGX GY : Kion Sets Subscription Price at EU62/New Share For Capital Raise
- MT IM : Maire Tecnimont Gets Additional EU500m of Works for Amur Plant
- KN FP : BPCE Sees No Reason For Natixis Not To Assess SocGen’s Lyxor
- NOKIA FH : U.K. Unveils 5G Plan Banning Huawei Installations From September
- REALFI SS : Realfiction Plans Directed Issue of Units to Raise ~SEK35.8m
- ROG SW : Roche Treatment Granted Orphan Drug Status by FDA
- SAN FP : Sanofi, Kiadis Make ‘Good Progress’ on Offer, See Closing in 1H
- SAN FP : EU Approves Dupixent for Children With Severe Dermatitis: Sanofi
- SBMO NA : SBM Offshore Is Notified by Swiss Authorities Re Legacy Issues
- WAF GY : GlobalWafers in Talks to Buy Siltronic for EU3.75 Billion
- SLA LN : Standard Life Aberdeen to Auction Off Parmenion Unit: Sky
- TEF SM : Telefonica Mandates Societe Generale for Cable Sale: Cinco Dias
- UCG IM : UniCredit Working With GS, JPM as Strategic Advisers: Reuters
- UCG IM : UniCredit Board Meeting Casts Shadow on CEO’s Future (2)
- VIG AV : Vienna Insurance $990 Million Deal Cements Eastern Pole Position
- VLTSA FP : Voltalia Mulls More Solar Farms in U.K. as Nuclear Power Recedes

Asia Market Update

Asia trades mixed into month end; Copper FUTs rise on China PMI data; CN financials rise on MLF; CNOOC drops on speculation related to Trump


General Trend:
- China banks rise after PBOC announcement related to MLFs; Consumer firms lagged
- Consumer and Financial firms are among the decliners in Australia; Treasury Wine extended decline after issuing statement on China, later pared some of loss
- Topix Insurance, Banks and Real Estate indices decline in Japan, automakers also drop; Marine Transportation and Information/Communication indices rise
- Alibaba declines in HK, US House expected to vote on measure related to US-listed companies, there is also speculation that Ant Financial’s IPO could see further delay; Meituan Dianping declines ahead of earnings report
- Hang Seng Financials index tracks the gains in Shanghai, Property index declines
- NY Copper FUTs rise on China PMI data, futures contract rolled over to the March 2021 contract; Shanghai Copper FUTs rise by 3%
- Japan Fin Min commented on corporate funding needs ahead of year-end
- RBA is due to hold policy decision on Tuesday (Dec 1st)

***Headlines/Economic Data***
Australia/New Zealand
-ASX 200 opened +0.2%
- TWE.AU Implements plan to cut impact of China Ministry of Commerce measure, to reallocate Penfolds Bin & Icon range from China
- (NZ) RBNZ buys NZ$325M v NZ$155M prior in government bonds as part of QE v NZ$325M sought
- (AU) Australia Treasurer Frydenberg notes fewer people and businesses accessing wage support first initiated during the pandemic (JobKeeper) is a sign the nation’s economic recovery is “well under way"
- (AU) Australia Oct Private Sector Credit M/M: 0.0% v 0.1%e; Y/Y: 1.8% v 1.9%e
- (AU) AUSTRALIA Q3 CORP OP PROFIT Q/Q: 3.2% V 4.0%E; INVENTORIES Q/Q: -0.5% V -0.7%E
-(AU) Australia PM Morrison: China Minister of Foreign Affairs image is 'repugnant'; China govt should be totally ashamed of posting violent and fake image of Australia soldier on Twitter

Japan
-Nikkei 225 opened +0.7%
- (JP) Japan ruling party (LPD) lawmaker Keisuke Suzuki: 3rd extra budget being drafted now may not be the end of Japan’s stimulus spending this FY20/21 given uncertainty with coronavirus
- (JP) JAPAN OCT PRELIMINARY INDUSTRIAL PRODUCTION M/M: 3.8% V 2.3%E (5th consecutive month of increase, longest streak since 2016); Y/Y: -3.2% V -4.6%E
- (JP) JAPAN OCT RETAIL SALES M/M: 0.4% V 0.5%E; Y/Y: 6.4% V 6.2%E
- (JP) Tokyo, Japan Olympics virus response expected to cost more than ¥90B - Nikkei
-(JP) Japan Fin Min Aso: Corporate funding needs expected to rise as end of year approaches; True some companies are struggling with financing
-(JP) JAPAN OCT ANNUALIZED HOUSING STARTS: 802K V 820KE; Y/Y: -8.3% V -8.8%E

Korea
-Kospi opened +0.6 %
- (KR) South Korea said to consider up to KRW4.0T in cash handouts - press
- (KR) South Korea Oct Industrial Production M/M: -1.2% v -1.7%e; Y/Y: -2.2% v +0.3%e
- (KR) North Korea leader Kim to politburo meeting of the Workers' Party to discuss preparation of a rare party congress scheduled to be held earlier next year - local media

China/Hong Kong
-Hang Seng opened -0.2%; Shanghai Composite opened +0.3%
- CN) CHINA NOV MANUFACTURING PMI (GOVT OFFICIAL): 52.1 V 51.5E (9TH MONTH OF EXPANSION, highest since Sept 2017); Non-manufacturing PMI: 56.4 v 56.0e; Composite PMI: 55.7 v 55.3 prior
- 883.HK US President Trump said to be planning to add CNOOC and SMIC to defense blacklist of alleged China military companies - press
- 6688.HK IPO not expected to get done in 2021 (prior thought to have a delay of ~6 months) as the company undertakes a "massive" overhaul and China govt forms task force to ensure regulatory compliance - financial press
- (CN) China PBoC Open Market Operation (OMO): Injects CNY150B in 7-day reverse repos v Injects CNY120B in 7-day reverse repos prior; Net inject CNY110B v Net inject CNY40B prior
- China PBOC sets Yuan reference rate: 6.5782 v 6.5755 prior
- CHINA PBOC CONDUCTS CNY200B 1-YEAR MEDIUM-TERM LENDING FACILITY (MLF) OPERATION: RATE 2.95% V 2.95% PRIOR (8TH CONSECUTIVE UNCHANGED RATE)
-(CN) China plans to expand the quotas related to the Qualified Domestic Limited Partner (QDLP) and Qualified Domestic Investment Enterprise (QDIE) outbound investment programs - Chinese press (update)

Other
- OPEC+ producer to meet Monday to discuss output cut agreement after panel failed to reach an agreement to delay January's planned production increase
- (IQ) Iraq Oil Min Jabbar: will not seek exemption from OPEC+ deal - local press

North America
-(US) According to Adobe Analytics Black Friday online sales totaled $9.0B, +22% y/y (v +20-42% y/y expected); sees Cyber Monday sales $10.8B, +15% y/y - US financial press
- (US) EU issues draft plan for new alliance with the US post-Trump, suggests EU/US summit in H1 2021 - financial press
- INFO Said that S&P Is in talks to acquire company for $44B – Press

Europe
- WAF.DE In advanced talks on a €125/shr takeover offer by GlobalWafers
- (UK) PM Johnson in letter to Tory MPs promises "sunset" clause to bill for 2-tier lockdowns to end in February
- (CH) Switzerland referendum that would hold companies based in Switzerland accountable if they violate human rights or harm the environment abroad, failed to pass (50.7% against, 49.3% in favor)

***Levels as of 12:15ET***
- Hang Seng -1.2%; Shanghai Composite +0.4%; Kospi -0.9%; Nikkei225 -0.9%; ASX 200 -1.3%
- Equity Futures: S&P500 -0.7%; Nasdaq100 -0.3%, Dax -0.9%; FTSE100 -1.2%
- EUR 1.1974-1.1962; JPY 104.17-103.83; AUD 0.7408-0.7383; NZD 0.7047-0.7024
- Commodity Futures: Gold -1.0% at $1,769/oz; Crude Oil -1.3% at $44.94/brl; Copper +1.6% at $3.47/lb

>>> Week-End Papers

NEW YORK TIMES
Saturday
• Mohsen Fakhrizadeh, Iran’s top nuclear scientist, long seen by American and Israeli intelligence as the guiding figure behind a covert effort to design an atomic warhead, was shot and killed Friday in what a roadside ambush as he and his bodyguards traveled outside Tehran.
• + AMZN: E-commerce giant is in the midst of a major hiring binge this year, onboarding an average of 1,400 new workers a day and solidifying its power as online shopping becomes more entrenched in the coronavirus pandemic.
• With the US suffering its most rampant transmission of Covid-19 yet, and with Europe again under lockdown, prospects remain grim for a meaningful worldwide recovery before the middle of next year, and far longer in some economies.
• In a blistering decision, a Philadelphia appeals court ruled the Trump campaign could not stop or attempt to reverse the certification of the voting results in Pennsylvania, reprimanding the president’s team by noting that “calling an election unfair does not make it so.”
• Despite months of planning, many US hospital systems face a staggering swell of coronavirus patients, no available beds, and widening shortages of nurses and doctors—and are turning away transfer requests for patients needing urgent care or incoming emergencies.
• Britain asked its drug regulator to consider AZN’s coronavirus vaccine for emergency approval despite considerable uncertainty about the vaccine’s effectiveness, as the government tries to manage a pandemic that has killed more than 66,000 people in the country.
• When Purdue Pharma agreed to plead guilty to criminal charges involving OxyContin, the Justice Department noted the role an unidentified consulting company—which turned out to be McKinsey— had played in driving sales of the addictive painkiller.
• India’s economy shrank 7.5 percent in the three months that ended in September compared with a year earlier, underscoring the deepening of India’s severest recession since at least 1996, when the country first began publishing its GDP numbers.
Sunday
• The killing of Iran’s top nuclear scientist is likely to impede the country’s military ambitions, but its real purpose may have been to prevent president-elect Joe Biden from resuming diplomacy with Tehran.
• The GOP in Washington may have indulged Trump’s false assertions about election fraud, but at the state and local level, Republicans played a critical role in resisting the mounting pressure from their own party to overturn the vote.
• China completed construction of a new village high in the mountains where Tibet meets the kingdom of Bhutan, and hundred people moved into two dozen new homes—but the territory is a mile into what Bhutan considers its territory.
• Tens of thousands of people protested across France Saturday to protest a security bill that would restrict sharing images of police officers and strengthen government surveillance tools, the latest sign of opposition over recent cases of police violence.
• As Joe Biden fills out the rest of his team, the task will become more complicated, requiring him to navigate tricky currents of ideology, gender, racial identity, party affiliation, friendship, competence, personal background and past employment.

WALL STREET JOURNAL
Weekend
• “The pandemic has reshaped the holiday shopping season, with fewer people hitting stores on Black Friday and many retail chains holding the line on discounts because they are sitting on lean inventories.”
• Market volatility is dropping to levels not seen since February, the latest sign of optimism about a stock rally that lifted major indexes to fresh records this week after stocks rose in response to enthusiasm about the potential for a coronavirus vaccine.
• Florida voters’ approval of a $15 per hour minimum wage is fueling the hopes of advocates who aim to pass similar measures in other states, though still-elevated unemployment and lower costs of living in rural areas pose challenges.
• State leaders are weighing possible cuts to Medicaid services and health-care benefits to offset rising costs due to a surge of enrollees who have lost jobs and need health coverage as the coronavirus pandemic has intensified.
• Some people in Covid-19 vaccine trials say they may drop out if a vaccine gets authorized and they believe they received a placebo, a move that could hinder the collection of data needed to complete studies on the vaccines’ effectiveness.
• The renewable energy sector expects the Biden administration to be more friendly to its needs than Trump, and lobbyists representing solar and wind industries are already pushing detailed ideas that wouldn’t require congressional action.
• Europe’s Covid-19 crisis is moving eastward, from the wealthiest and best-prepared countries on the continent into the poorer ones that have exported doctors for decades—and as cases soar, the results of that exodus are becoming clear.
• The European Union approved a sanctions regime similar to the US Magnitsky Act on human rights, ending a decade of political fighting and giving EU governments a new tool to coordinate sanctions with Washington.
• Positive on GM: The automaker will apply for a banking charter to allow it to accept deposits and expand its auto-finance business—the FDIC and the Utah Department of Financial Institutions, which grants the majority of such charters, would supervise it.
•OPEC and its Russia-led partners are leaning toward extending oil production cuts for another two to three months, according to officials familiar with the discussions, a move they hope will keep markets tight even as prices start to recover.
• Lawmakers next week are likely to force Chinese companies with shares traded on American exchanges, including tech giants such as BABA, to finally comply with audit-oversight rules—or leave US markets altogether.
• H.O.T.S.: Cars are “going digital,” but Detroit has much work to do to “turn your next vehicle into a giant smartphone”; The latest research on US and China real estate markets suggests that long booms may drag on the productivity of the economy; Ant Financial’s initial public offering may have crashed, but JD Health, an online health-care spinoff from e-commerce company JD, could raise up to $4B in its listing.

FINANCIAL TIMES
Weekend
• Front page story reports “Global stocks are on track for their best month on record, propelled by a series of Covid-19 vaccine breakthroughs and optimism over Joe Biden’s victory in the US presidential election.”
• Iranian foreign minister Mohammad Javad Zirif suggested that Israel was responsible for the assassination of Iran’s top nuclear scientist, an event that will escalate tensions in the region during the final weeks of Trump’s presidency.
• China is set to impose tariffs on wine from Australia as a trade and diplomatic dispute between the countries grows—Chinese winemakers complained that Australian producers flooded the market with cheap wine between 2015 and 2019.
• Big Read story says “Often criticized for the pricing and marketing of its drugs, the speed at which the pharmaceutical industry responded to the pandemic—producing three viable vaccines in 10 months—could change political and public opinion.”
• Lex Column: In South Korea, strong demand for luxury goods reflects that the impact from the pandemic has been modest, and that younger people are “flexing” with displays of wealth; “Small, unloved” British bank TSB is not a great asset, but nor is it a terrible one; Processed food companies have done well during the pandemic, yet Kraft Heinz’s US sales rose only eight percent year-on-year in the six months up to the end of September.
• Comment: “A global rotation into value is really another strand of vaccine-related trade because it reflects the performance of companies strongly linked to economic fundamentals,” says Merryn Somerset Webb.

NEW YORK POST
Saturday
• Retail experts predict record-shattering spending during the Christmas stretch, citing robust trends and the fact that many consumers have more money saved than usual because of the pandemic.
• +/- SNE: Hordes of gamers desperate to get their hands on Sony’s new Playstation 5 poured into malls and shopping centers on Black Friday in search of the hard-to-find console.
Sunday
• New York City’s public elementary schools will return to partial in-person learning December 7, but middle- and high-school students must remain all-virtual for now, mayor Bill de Blasio said Sunday.
• Dr. Anthony Fauci on Sunday warned that Americans should brace themselves for a Covid-19 “surge superimposed” on the current one after many traveled for the Thanksgiving holiday.
• The number of shoppers who in retail stores on Black Friday plunged 52 percent below what it was last year, according to Sensormatic Solutions, a retail analytics provider—Shopper foot traffic also fell 45.2 percent for the week compared to same period last year.

FT : Why Moncler’s Maya jacket is the ultimate puff piece

Why Moncler’s Maya jacket is the ultimate puff piece
Launched in 2009, endorsed by Drake and still a runaway bestseller, this is no ordinary puffa. We find out why

There it is. A sartorial icon on the tree-lined slopes of Chamonix. Hooded, quilted and glossy, sauntering down to the après bar, its felted logo peeking out from a pocket on the left arm. You can catch it again in New York, slung over a shoulder on Fifth Avenue. And again in Milan, mid-November, with a pair of Timberlands in tow.

Few jackets can traverse borders like the Moncler Maya. A staple of both sportswear and street style, the garment has become a symbol for the modern era of the house – one littered with celebrities, designer collaborations and extravagant presentations. “It’s the ultimate iconic winter jacket,” says fashion photographer Camilla Åkrans, who in 2015 was tasked with capturing the Maya for the house’s Art For Love exhibition, along with 31 other artists. 

In truth, it’s an unlikely success story. How does a goose-down jacket that retails for £855 continue to sell out each year, and in markets without a snowflake in sight? As we know, fashion swings to curious extremes, and Moncler’s motion refuses to cease. Take the company’s decision to open a store in Dubai two years ago as an extraordinary, almost irrational example of demand.

Moncler has its roots in 1950s France, in the mountain village of Monestier-de‑Clermont, after which it is named. Founders René Ramillon and André Vincent had been making equipment for adventurers – capes, quilted sleeping bags and tents – before they turned their hands to fashion. The first jackets were only designed for keeping their factory workers warm, but they soon caught the eye of legendary mountaineer Lionel Terray, who thought they might suit the slopes. He was right. Two years later, in 1954, the jackets were chosen to equip the Italian expedition to K2, the world’s second highest peak after Mount Everest.

By the early 1980s, Moncler had started to infiltrate the metropolis. Its popularity stemmed from Milan, where the Paninaro phenomenon was taking hold. Frustrated with the city’s classical austerity, Milan’s youth revolted by donning ostentatious labels, dining in sandwich bars and fantasising about America. It was a movement spurred by “passion and love and sex and money”, as the Pet Shop Boys sang. Parisian designer Chantal Thomass was tasked with modernising the house’s classic down jacket, and the new styles that resulted became a prominent Paninaro motif.

Launched in 2009, the Maya follows this series of jackets – most notably a zip-up design from 1998 called the Bazille. “When I think about the Maya jacket, a lot of emotions come together all at once,” says Moncler CEO Remo Ruffini, who purchased the Moncler Group in 2003. “It speaks to me about Moncler’s history and continues to be a signature jacket – the one that most closely reflects the image and spirit of the brand.”

The most obvious nod to the Maya’s predecessors is its hood – a detachable, sleeping-bag-like shroud with an elasticated hem and a snap-stud chin guard. The logo-bearing pocket on its sleeve has also been lifted from the original Karakorum jacket, where it was initially positioned on the front. And like the Bazille, the Maya has a visible central zipper. But unlike most of the styles before it, the Maya has a slimmer silhouette, a conscious step away from the Michelin Man look that puffa jackets have become characterised by. This leaner fit is thanks to its boudin construction: horizontally stitched quilting that’s filled with a precise ratio per centimetre of goose down. The more boudin a garment has, the more a designer can work on its fit; the Maya has 5,5 boudin, whereas previous styles have usually been 4,5. 

It’s this “charm and timeless allure”, says Ruffini, that upholds the Maya’s relevance in the modern world. Indeed, online platform Lyst ranked it first in its list of Hottest Men’s Products for the last quarter of 2019 – a year when Moncler exceeded €1.4bn in revenue, up 22 per cent from the previous year. (When Ruffini took over the brand in 2003, its total annual sales were approximately €60m.) 

But the Maya really hit the big time in the summer of 2015 when Canadian rapper Drake released Hotline Bling – a slightly crass yet irrefutably catchy ode to an ex-girlfriend. When the video debuted in October, critics could talk about only one thing: the cherry-red Maya jacket the rapper wears throughout. Memes multiplied, sales doubled in one day and the jacket established itself as an internet sensation. 

Moncler reissues the Maya in a new range of colours each year. Options for 2020 include navy, orange, military green and, of course, black – which is one of Mr Porter’s best-performing outerwear styles, says buying manager Daniel Todd. He highlights the jacket’s “high-shine finish” as a factor in its success. This waterproof gloss, or laqué, is made by a finishing process known as calendering, where the fabric is pressed between scalding-hot rollers. In the Maya’s case, this is done twice, helping the 40-denier nylon to repel both rain and snow while keeping lightweight.

Socialite, influencer and Moncler enthusiast Olivia Palermo is another advocate for the house’s distinctive jackets. While her “extensive” stockpile is better known for its more glitzy styles, it also stretches to a few early Mayas. “What I love most about Moncler is that they don’t sacrifice technical quality for design,” she says. “The creativity is there without losing their heritage as a ski-performance outfitter.”

But for all of its timelessness, a fundamental detail of the Maya is quickly falling out of fashion. Within the industry, it is commonplace for goose down, the soft layer of feathers closest to the birds’ skin, to be plucked from live animals – something that Moncler, quite rightly, has been forced to tackle head on. After Italian broadcaster Rai accused the house of sourcing unethical feathers in 2014, it compensated by introducing its Down Integrity System and Traceability Protocol a year later. Now Moncler has gone a step further by committing to recycle its down through a process that requires 70 per cent less water than traditional methods. It’s also forgoing single-use plastics. “We can, we must, always go beyond what we have already achieved if we are to make our future better,” said Ruffini at the time of announcement in October.

On closer inspection, the secret to the Maya’s success might not be so mysterious after all. In 2020, there isn’t much that something with the internet’s approval, an international passport and a nod to athleisure can’t do – at least when it comes to fashion. But in the cult of merry-go-round trends, where the demand for “what’s next” is constant, there’s an odd comfort to be gained from a jacket that takes its style cues from the past. All the better if it actually keeps you warm.