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FINMF
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Weekly Report: what happened at FINMF last week (0422-0426)?
Weekly Report · 4d ago
Weekly Report: what happened at FINMF last week (0415-0419)?
Weekly Report · 04/22 10:47
Weekly Report: what happened at FINMF last week (0408-0412)?
Weekly Report · 04/15 10:40
Weekly Report: what happened at FINMF last week (0401-0405)?
Weekly Report · 04/08 10:44
Weekly Report: what happened at FINMF last week (0325-0329)?
Weekly Report · 04/01 10:42
Weekly Report: what happened at FINMF last week (0318-0322)?
Weekly Report · 03/25 10:45
Weekly Report: what happened at FINMF last week (0311-0315)?
Weekly Report · 03/18 10:43
Weekly Report: what happened at FINMF last week (0304-0308)?
Weekly Report · 03/11 10:41
Leonardo DRS: Thesis Intact, Maintain Neutral
Leonardo DRS's order backlog reached a record $7.8 billion for 2023. The company's sales growth and margin acceleration are already priced in. Leonardo DRS has an ambitious target of $3 billion in sales for 2024. The Italian mother company has outperformed Leonardo's stock price appreciation.
Seeking Alpha · 03/07 18:29
Weekly Report: what happened at FINMF last week (0226-0301)?
Weekly Report · 03/04 10:43
Leonardo: A Higher EU Defense Budget Means An Overweight
Leonardo has a positive macro upside to a higher NATO budget for defense companies. New alliance and balance sheet flexibility provide a positive upside on Leonardo's equity story. The company trades at a discount versus EU defense players. Leonardo announced a memorandum of understanding with Saudi Arabia. European defense spending is expected to increase in 2024.
Seeking Alpha · 03/03 16:04
Leonardo S.p.a. reports Q4 results
Seeking Alpha · 03/01 15:03
Weekly Report: what happened at FINMF last week (0219-0223)?
Weekly Report · 02/26 10:53
Weekly Report: what happened at FINMF last week (0212-0216)?
Weekly Report · 02/19 10:55
Weekly Report: what happened at FINMF last week (0205-0209)?
Weekly Report · 02/12 10:46
GreenWood Investors Year End 2023 Letter
GreenWood Investors is a global investment firm focused on areas of pessimism, structural inefficiencies and low competition. In terms of 2023 returns, our separate accounts returned 28.0%. GreenWood Investors' top 6 positions grew FCF per share by 39.7% in 2023.
Seeking Alpha · 02/11 14:35
Weekly Report: what happened at FINMF last week (0129-0202)?
Weekly Report · 02/05 10:53
Weekly Report: what happened at FINMF last week (0122-0126)?
Weekly Report · 01/29 10:45
Weekly Report: what happened at FINMF last week (0115-0119)?
Weekly Report · 01/22 10:48
Weekly Report: what happened at FINMF last week (0108-0112)?
Weekly Report · 01/15 10:45
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About FINMF
Leonardo SpA, formerly Leonardo Finmeccanica SpA, is an Italy-based high technology company in the Aerospace, Defense and Security industrials. The Company is active in the domestic market and internationally, mainly in four markets, such as Italy, the United Kingdom, The United States and Poland. The Company operates in seven business sectors, such as Helicopters, Defense and Security, Electronics, Aeronautics, Space, Defense Systems and Other Activities. In addition, the Company operates through subsidiaries and joint ventures, including DRS Technologies Group (defense products, services and integrated support), Telespazio Group (providers of satellite services), Thales Alenia Space Group (satellite services and space manufacture), MBDA Group (missile systems), GIE ATR (regional aircraft) and Sistemi Dinamici SpA.