Consumer Durables Italian Community
Our community narratives are driven by numbers and valuation.
Consumer Durables Italian Investing Ideas
Racing Force
14.9% overvalued intrinsic discount
Quality and Possible Rerating
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Published 7 Apr 2025
Sanlorenzo
17.5% undervalued intrinsic discount
Nautor Swan And Simpson Marine Acquisitions Will Fuel APAC Presence
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Updated 23 Jun
Dexelance
35.1% undervalued intrinsic discount
Updated
Luxury Retail Expansion And Omnichannel Integration Will Drive Long Term Upside Potential
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Updated 9 Sep
Ferretti
6.8% undervalued intrinsic discount
Order Backlog And Super Yacht Constraints Will Shape Future Earnings Profile
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Published 21 Aug
Brunello Cucinelli
1.5% overvalued intrinsic discount
Digital Disruption And Regulatory Hurdles Will Weaken Luxury Retail
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Updated 14 Aug
Ferretti
17.1% undervalued intrinsic discount
Made To Measure Focus And Super Yacht Backlog Will Support A Stronger Future Outlook
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Updated 17 Aug
Safilo Group
8.5% undervalued intrinsic discount
Persistent Competition And Aging Demographics Will Curtail Profitability
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Updated 5 Aug
Ferretti
33.3% undervalued intrinsic discount
Order Backlog And Limited Super Yacht Supply Will Support Stronger Long Term Earnings
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Published 6 Aug
Dexelance
48.2% undervalued intrinsic discount
Luxury Contract Partnerships And Omnichannel Expansion Will Drive A Stronger Future Trajectory
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Updated 24 Jul
