1Mon·

Luxury yacht company sanlorenzo

what do you think of this italian yacht builder?

$SL (+0.8%)

3 Comments

Shrimpman@Shrimpman

1Mon

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

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Carlos@Typvonseite

1Mon

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

1Mon

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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