Alantra – Finance at a reasonable price
Alantra - Finance at a reasonable price. Analysis of this Spanish company in the financial service industry
SESA S.p.A. – An interesting Situation
Sesa S.p.A - Italian IT company growing at a CAGR >10% in the last 15 years that has fallen >50% YTD. Represents an opportunity?
Unidata – Business Plan 2025-2027 Analysis
Analysis of the Unidata 2025-2027 Business Plan presented this week as a balm in response to the market's reaction to its 3Q24 results.
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
NewPrinces , The new Newlat – Investment Thesis
Analysis of NewPrinces, The new name of Newlat after the transformational acquisition of Princes Group (UK) this summer
Autoparter & Inter Cars Update
We provide an update of the AutoPartner & InterCars situation as the industry is experiencing drawdown driven by short-term macro conditions
Sanlorenzo Investment thesis – $SL.MI
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
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
Equity Research – Compagnie des Alpes
Compagnie des Alpes is a French small caps which offers the opportunity of investing in 10 large ski areas in the Alps, 12 leisure parks in Belgium and France, and 5-a-side football & padel courts in France. It is trading at 4.5 EV/EBITDA but also has several associated risks.
Italmobiliare Investing Holding
Italmobiliare focuses on acquiring small non-listed Italian companies with an emphasis on high quality, aiming for a medium-term horizon