Sanlorenzo 1Q26 Results – Controlled Growth, Net Cash and a Conservative Business Plan
Sanlorenzo 1Q26 analysis: solid results, net cash balance sheet, resilient backlog & updated DCF valuation after the 2026-2028 strategic plan
Sanlorenzo 1H25 Results
Sanlorenzo 1H25 Results analysis - Fantastic 1H25 results (best in the industry) from a great & undervalued company
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
Sanlorenzo – Thesis Update
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
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
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
The European Yacht Industry
Analysis of the European yacht industry with individual analyses of The Italian Sea Group, Sanlorenzo, Ferretti, Catana, Fountaine Pajot, Beneteau
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
Catana Group
Catana Group is a family-owned company specializing in the construction of catamarans and operating a marina on the French Riviera (Saint Mandrier). Since going public in 2014, this small-cap company, with a market capitalization of €150 million, is 30% owned by the Poncin family, who hold 44% of the voting rights. Catana is the second-largest catamaran manufacturer globally and offers three distinct product lines (Catana , Bali, YOT)