3Lun·

What do you think of Sanlorenzo?

Hello GQ community,

Bruno Kreidler made me aware of this share. $SL (+3,7 %) share through Bruno Kreidler.

What is your opinion?

2 Comentarios

Erdbeermaus@Lumimyrsky

3Lun

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

••

Jakobi@Jakobi

3Lun

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

••