1Mon·

What do you think of Sanlorenzo?

Hello GQ community,

Bruno Kreidler made me aware of this share. $SL (-1.28%) share through Bruno Kreidler.

What is your opinion?

2 Comments

CashBurner@Lumimyrsky

1Mon

definitely looks interesting. But it's not really for me

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Jakobi@Jakobi

3Wk

I am invested. I find the business with affluent customers and the large order book exciting. A P/E ratio of 12 with around 10% sales growth and a very attractive margin.

As the share is listed in Italy, I assume that the multiple will remain slightly below what you would pay in other markets for the same growth and margin

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