Il peso d'oro del "Quiet Luxury": i veri margini dietro i filati di Loro Piana
Loro Piana, fondata nel 1924 a Quarona, in Piemonte, opera nel settore dellalta moda. Grazie alla sua esperienza e allau...
Our Reports
Research & Analysis
Equity research, macroeconomic analysis, M&A insights, thematic reports and quarterly earnings breakdowns.
Publications
Our Research
Browse our latest reports, analyses and insights produced by Alata Investment Club members.
Beretta Industrie SPA: precisione industriale e solidità finanziaria
Business Overview La Fabbrica dArmi Pietro Beretta, fondata nel 1526 a Gardone Val Trompia (Brescia), è una delle realtà...
L'oro rosso di Parma: tradizione, resilienza e sostenibilità di Mutti
BUSINESS OVERVIEW: Fondata a Parma nel 1899, Mutti è leader indiscusso in Italia e in Europa nella lavorazione e conserv...
In Evidence
Featured Reports
Caricamento PDF…
Featured Report
PayPal - Equity Valuation
PayPal shows solid fundamentals and strong cash flow generation, but limited upside at current levels, with a fair value of $50–55 below market price. We maintain a HOLD as growth prospects remain moderate in an increasingly mature and commoditized digital payments sector, with shareholder returns mainly supported by buybacks rather than expansion.
Alex Bonera; Cristian Ferrari; Filippo Lombardi; Luca Anghel
Caricamento PDF…
Featured Report
Ferrari N.V. - Equity Valuation
Ferrari remains a best-in-class luxury player, underpinned by exceptional brand equity, pricing power, and industry-leading margins. We maintain a HOLD given stretched valuation levels and execution risk tied to the 2026 EV transition. We see a balanced risk-reward profile at current prices, with more attractive entry points contingent on either a valuation reset or clearer visibility on EV delivery.
Simone Moscatelli; Filippo Berti; Edoardo Piceni