Time to jump ship? – Superyachts Industry
Analysis of the superyacht industry after FY23 earnings. Including model updates of The Italian Sea Group and Sanlorenzo
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
Catana Group
Catana Groupe - $CATGR. Catamarans manufacturer growing revenues >20% CAGR. French Small cap trading at low multiples
Special superyachts 1Q23 results
Special article about the 1Q23 results of the Italian superyacht industry. The Italian Sea Group, Ferretti and Sanlorenzo. Also commenting on the results of Catana and Beneteau (French companies focusing on smaller boats)
Ferretti – The next luxury yacht builder IPO in Europe
Analysis of Ferretti Group,the next yacht company making an IPO in the Italian stock market.It includes a detailed comparison with main peers