4Mês·

Luxury yacht company sanlorenzo

what do you think of this italian yacht builder?

$SL (+1,76%)

7 Comentários

Shrimpman@Shrimpman

4Mês

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

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Carlos@Typvonseite

4Mês

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

4Mês

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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0Bagger@Cryingbagger

3Semana

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

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mr_capital@mr_capital

3Semana

@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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0Bagger@Cryingbagger

3Semana

@mr_capital so you would buy not for long term?

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mr_capital@mr_capital

1Semana

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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