Author: Tommaso

The present report aims at analyzing with a structural and model driven approach three emerging markets high yield bond. These bonds have been selected through a bottom-up approach. The initial reference for the selection is: UBS Emerging Markets Bond List. Valuation is carried out according...

The equity research division is delighted to present Keywords Studios, a provider of technical and consulting services to the video games industry. The company shares have been positively affected by the COVID-19 pandemic. However, according to our team the intrinsic value is not captured by the...

The equity research division is delighted to present Centrica Plc, a UK based multinational energy company. The company has started a strategic market repositioning due to the COVID-19 pandemic and the structural changes in the energy sector. However, according to our team the intrinsic value...

The equity research division is delighted to present SAP, a German multinational software corporation. The company was significantly impacted by the COVID-19 pandemic, due to the decrease in investments by companies. However, according to our team the intrinsic value is higher than the current price,...

The equity research division is delighted to present Fraport, one of the most established airport company in the world. The company was hugely impacted by the COVID-19 pandemic, but in the last few months has seen its stock price recover swiftly. However, according to our...