8Mon·

Luxury yacht company sanlorenzo

what do you think of this italian yacht builder?

$SL (-1.51%)

7 Comments

Shrimpman@Shrimpman

8Mon

Very interesting, currently researching it a bit deeper, might open up a position soon

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Carlos@Typvonseite

8Mon

Seems undervalued with a P/E around 11. has a strong Balance sheet, high margins, Full orderbook. Also the Ceo is holding over 50% of the shares, so he has a long term orientation for the company. they had 2 expensive M&A deals last year and the growth guidance 2025 was lower than in previous years. Thats why the stock dropt that strong

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JoniBaboni ✅.@BisInDieLetzteFussnote

8Mon

Im invested and I think this Company is misunderstood and undervalued. It is the Ferrari or the Hermes of the Yachts and the customers are Ultra High Worth Individuals, which are not affected by Inflation or other normal problems. Great Company and Im happy I found it before it got expensive

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Cryingbagger@Cryingbagger

4Mon

Do you think the entry at $SL is currently attractive? Thank you

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mr_capital@mr_capital

4Mon

@Cryingbagger i do think that entering now would be a good idea. The company has strong earnings and a good margin, but always consider that yacht industry, especially in italy, is a sector with very strange dynamics. I’d consider it for the medium long term.

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Cryingbagger@Cryingbagger

4Mon

@mr_capital so you would buy not for long term?

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mr_capital@mr_capital

4Mon

i’m sorry i didn’t see the comment before but yes i’d buy for long term and i did but I’m aware of the risks of the sector.

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