The Italian Sea Group – A Perfect Storm
The Italian Sea Group faces the Perfect Storm: Budget Fraud, Governance Collapse, and a Share Price in Free Fall
Opportunities in the European Superyacht industry
European Superyachts industry has just published its FY24. We analyse the situation of The Italian Sea Group, Sanlorenzo and Ferretti
The Italian Sea Group – TISG.MI
Investment thesis of The Italian Sea Group, an Italian shipbuilder focused on mega-yacht with brands such as Perini Navi or Admiral
The Italian Sea Group – 9M24 Results
The Italian Sea Group 9M24 Results. TISG grows its revenues and EBITDA more than 10% during the first 9M24
The Italian Sea Group 1H24 Results
The Italian Sea Group 1H24 - TISG is an Italian small-cap specialising in the construction and maintenance of large luxury yachts
How to perform a DCF? The Italian Sea Group & Sanlorenzo models
How to perform a DCF Valuation with details step by step Including The Italian Sea Group and Sanlorenzo full models
Meeting with The Italian Sea Group & Backlog mapping
Some comments on our last meeting with TISG plus our mapping of its backlog (name of the 22 project under construction, backlog, dates,..) expected sales per year,..
The Italian Sea Group – 1H23 results $TISG.MI
The Italian Sea Group 1H23 results analysis, conference call comments and our thoughts about the company
The Italian Sea Group – FY22 results and 2023 Guidance
Analysis of The Italian Sea Group FY22 results and its guidance for 2023 and 2024. Investment thesis of this Italian mega yacht manufacturer
The Italian Sea Group – 3Q22 results $TISG.MI
$TISG 3Q22 results. The Italian Sea Group has just release its results of 3Q22. We analyse them and talk about TISG current situation