Eni is leaning harder into gas projects and cleaner fuels to stay relevant as energy markets shift, while still relying on its traditional business to fund the transition. The catch is that some older divisions keep losing money and big projects face political and market surprises that could slow the story down.Read more

Key Takeaways Strategic acquisitions and dry dockings are expected to improve operational efficiency, net margins, and revenue potential. Emerging market growth and modern fleet advantage are set to drive revenue and earnings through increased demand and environmental compliance.Read more

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.Read more