Italian Retail REITs Stock News

In recent weeks, Ferrari has faced pressure after management outlined long-term financial targets that underwhelmed investors, followed closely by consecutive analyst rating cuts tied to concerns over model rollout timing and the electric vehicle roadmap. At the same time, Ferrari has been renewing key sponsorships, expanding lifestyle and brand partnerships, and continuing its share buyback programme, underlining management’s focus on monetising its brand strength beyond car sales even as...

Danieli & C. Officine Meccaniche (BIT:DAN) is back on investors’ radar after landing roughly 500 million euros of plant orders from Steel Authority of India and new furnace technology business in Japan. See our latest analysis for Danieli & C. Officine Meccaniche. Those contracts with Steel Authority of India and JFE Bars & Shapes seem to have supercharged sentiment, with the share price up 9.58% over the past month and a powerful 110.33% year to date share price return. Multi year total...

In recent days, Leonardo DRS, a subsidiary of Leonardo, signed a contract with Chaiseri Defense Systems to supply an advanced Battle Management System to the Royal Thai Army, deepening its role in Thailand’s defense modernization. This deal underlines Leonardo’s push into higher-value C4 and C5 defense technologies and reflects growing international recognition from industry partners and analysts. Next, we’ll examine how this new Battle Management System contract with the Royal Thai Army...

If you have been wondering whether Ferrari is starting to look like a bargain after its slide, you are not alone. Let us unpack what the recent price action really means for long term, value focused investors. The share price has pulled back sharply, down about 8% over the last week, 15.1% over the past month, and 23.5% year to date, even though it is still up 54.9% over three years and 75.8% over five. This profile suggests a re rating rather than a broken story. Recent headlines have...

If you are wondering whether Stellantis is quietly turning into a bargain hiding in plain sight, this article is for you. It is aimed at investors trying to work out whether the current share price really reflects its long term potential or just short term jitters. Despite being down 20.4% year to date and 18.1% over the last year, the stock has shown some resilience recently, slipping 3.6% over the past week but still up 8.8% across the last 30 days. Recent headlines have focused on...

If you are wondering whether Eni is still good value after such a strong run, or if you have missed the boat, this breakdown will help you decide whether the current price still stacks up against its fundamentals. Despite a soft pullback of around 1% over the last week and 3% over the last month, the stock is still up about 18.4% year to date and roughly 28.6% over the last year, with a hefty 158.3% gain over five years that has clearly rewarded patient holders. Recent moves have been shaped...

Azimut Holding S.p.A. ( BIT:AZM ) shareholders (or potential shareholders) will be happy to see that the Chairman...

ENAV S.p.A. has commenced a previously approved share repurchase program, allowing buybacks of up to 1,400,000 shares over 18 months to fund employee equity plans and help support market liquidity, with strict price limits tied to recent trading levels and market bids. This relatively small buyback, representing about 0.26% of ENAV’s share capital, underlines management’s continued emphasis on equity-based remuneration and measured capital management alongside its regulated air navigation...

The board of Snam S.p.A. ( BIT:SRG ) has announced that it will pay a dividend of €0.1208 per share on the 21st of...

ACEA S.p.A. ( BIT:ACE ), is not the largest company out there, but it saw a double-digit share price rise of over 10...

Webuild S.p.A. ( BIT:WBD ), is not the largest company out there, but it received a lot of attention from a substantial...

With its stock down 6.2% over the past three months, it is easy to disregard SOL (BIT:SOL). However, stock prices are...

Nexi (BIT:NEXI) is in the spotlight after being removed from several major S&P indices, a move that can prompt forced selling by index funds and sharpen the market focus on its long term prospects. See our latest analysis for Nexi. That backdrop helps explain why, even with a 3.33% 7 day share price return and a small bounce after the index news, Nexi’s year to date share price return and one year total shareholder return remain firmly negative, suggesting momentum is still under pressure...

As European markets navigate a landscape marked by mixed returns and hopes for interest rate cuts, the pan-European STOXX Europe 600 Index has shown resilience with a modest rise, reflecting cautious optimism amid economic uncertainties. In this environment, identifying stocks with solid potential involves looking at companies that demonstrate robust fundamentals and adaptability to shifting economic conditions.

Despite an already strong run, Cy4gate S.p.A. ( BIT:CY4 ) shares have been powering on, with a gain of 29% in the last...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

With a price-to-sales (or "P/S") ratio of 0.1x Tessellis S.p.A. ( BIT:TSL ) may be sending bullish signals at the...

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 16x, you may consider Carel...

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Enel (BIT:ENEL) just secured the entire 3.36 TWh per year on offer in Chile's latest national power tender, locking in multi year power purchase agreements that improve cash flow visibility and strengthen its presence in Chile. See our latest analysis for Enel. That backdrop of long term power contracts in Chile, plus recent affirmations of group credit strength, helps explain why Enel’s share price return is up strongly year to date and its multi year total shareholder return still looks...

A2A (BIT:A2A) has just wrapped up its latest share buyback, adding more than two million treasury shares in early December, which some investors may view as a signal of management’s confidence in its balance sheet and future cash flows. See our latest analysis for A2A. That capital return push comes after a choppier spell for the stock, with a 30 day share price return of minus 16.35 percent but a 3 year total shareholder return of 102.97 percent, suggesting that longer term momentum is still...

In recent weeks, UniCredit has accelerated its pullback from Russia by selling almost all long-term leasing assets from UniCredit Leasing to Russia-based PR-Leasing and seeing several senior executives depart, as it works toward a full exit under European regulatory pressure. This retrenchment marks a meaningful reshaping of UniCredit’s geographic risk profile and reduces its exposure to a market that had previously contributed to group profits. We’ll now examine how UniCredit’s rapid...

Eni (BIT:ENI) just confirmed a major gas discovery at its Konta-1 well offshore Indonesia, adding sizable new reserves that feed directly into its upstream growth plans and longer term cash flow story. See our latest analysis for Eni. Despite the pullback in the past week and month, with 7 day and 30 day share price returns of minus 2.73 percent and minus 3.40 percent respectively, Eni’s year to date share price return of 18.14 percent and 1 year total shareholder return of 28.11 percent...