Bocconi Students Association
Deere & Company, also known under the brand John Deere (headquartered in Moline, Illinois, USA), is a globally recognized powerhouse in the agricultural, construction, and forestry machinery sectors. The company is the market leader in the agricultural and forestry machinery sectors, with relevant shares in...
Our Equity Research team has just released its first thematic report for the semester, realized in collaboration with JEME Bocconi Studenti. #PrecisionAgriculture is a modern farming approach that uses technology like GPS, sensors, and big data analysis to optimize production. It fine-tunes many farming practices, reducing waste and...
Allego N.V. operates as an electric vehicle (EV) charging company. The enterprise offers charging solutions for electric cars, motors, buses, and trucks. It has a charging network with renewable energy and charging solutions for business-to-business customers, including leading retail and auto brands. In 2018 Allego...
ChargePoint Holdings Inc. operates as an electric vehicle charging network provider. It designs, develops and markets networked electric vehicle charging system infrastructure and its Cloud Services enable consumers the ability to locate, reserve, authenticate and transact electric vehicle charging sessions. The company was founded in...
Tesla Inc., based in Austin, Texas, designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, also offering ancillary services. The company generally sells its products directly to customers and continues to grow its customer-facing infrastructure through a global...
The objective of this report is to provide a contextual framework for the upcoming equity valuations which will encompass an analysis of companies operating within this industry....
Palo Alto Networks, Inc. is a global cybersecurity provider. The Company enables enterprises, service providers, and government entities to secure all users, applications, data, networks, clouds and devices with visibility and context, continuously across all locations. It delivers cybersecurity products covering a range of use...
This article is an analysis of the Kinder Morgan Stock in which we present both a buy-side and sell-side perspective. Kinder Morgan is a leading North American energy infrastructure company that mainly operates in the midstream segment. The article includes a company overview, a financial...
STMicroelectronics N.V. (referred also as St or StMicro) is a Dutch multinational corporation and technology firm operating in the Semiconductors industry. It was founded in 1987 as the result of the merger of two government-owned semiconductor companies: Italian SGS Microelettronica and French Thomson Semiconducteurs. The...
Lockheed Martin Corporation is an American aerospace and defense firm. The company is the largest defense contractor in the world, with over half of its annual sales being to the US Department of Defense. Lockheed Martin operates within four business segments: Aeronautics, Missiles and Fire...
Leggett & Platt, Inc. engages in the manufacture and distribution of furniture, engineered components and products among homes, offices, automobiles, and commercial aircraft. It operates through the following segments: Bedding, Flooring, Furniture & Textile, and Specialized Products. The company was founded by J. P. Leggett...
Danone SA is a France-based food and beverage company with an international presence. The company operates through three business units: Essential Dairy and Plant-Based Products (EDP), Waters, and Specialized Nutrition. ...
Royal Caribbean Cruises Ltd, is an American-based cruise holding company that owns and operates three global cruise vacation brands, including Royal Caribbean International, Celebrity Cruises and Silversea Cruises. It also owns joint venture interest in the TUI Cruises and Hapag-Lloyd Cruises. The company offers a...
Webuild S.p.A. is an Italian-based company engaged in the construction sector. The Company specializes in the construction of infrastructure projects throughout the world. The projects include the construction of road networks, highways, bridges, viaducts, dams, hydroelectric plants, hydraulic projects, motorways, metro urban lines, airports, railway...
Nexi is an Italian based company and a leading player in Europe in the digital payment industry. The company is expanding its business in Europe through its recent acquisitions of SIA and Nets. Italy has decided to allocate 27% of the PNRR, which amounts to...
Infrastrutture Wireless Italiane S.p.A. is the largest operator in Italy in the wireless infrastructure sector. It builds and operates technological systems and civil structures (such as towers, pylons and poles) that host radio transmission equipment, mainly to provide services to telecommunications operators, as a neutral...
TAL Education Group is a leading K-12 after-school tutoring services provider in China. TAL Education Group offers comprehensive tutoring services to students from pre-school to the twelfth grade through three flexible class formats: small classes, personalized premium services, and online courses. The company's learning center network currently covers over 110 cities in...
Anhui Conch is the leading cement producer in China and second in the World. The company has been recently characterized by an exceptionally prompt growth. It has shown outstanding resilience, managing to recover the losses recorded at the beginning of 2020 as early as in the first quarter of...
The equity research division is delighted to present China Railway Construction Corp. , a vertically integrated leading construction company in China, operating mainly as a project contractor, covering transportation infrastructures, but also energy-generating plants and real estate. The global and Asian engineering civil construction sector...
The world of family offices has developed an increasingly notable role in the financial industry. Furthermore, Archegos’ default has shown how interconnected financial companies are....
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...
The equity research division is delighted to present Alibaba Group, one of the fastest growing e-commerce companies in the world. It became one of the most valuable tech companies on the planet after raising $25 billion from its U.S. IPO, the second largest in history....
The equity research division is delighted to present Monster Beverage Corporation, a marketer and distributor of energy drinks and alternative beverages. Certainly, the aggregate-economy, hence the industry, slowdown imposes numerous challenges on the Company. As per our assumption, the pandemic will beget structural change in the...
The US-China trade war has been a series of ups and downs, retaliations and threats for both parties involved. What started in early 2018 as a tariff on steel imports has now turned into something much bigger, and its impacts have been felt worldwide. From...
Do hedge funds accomplish their mission or not? In the first place, we explain what a hedge fund is and the story of the first hedge fund. Then, we analyse the current situation of the industry and how it has changed since the inception of the...
In Q4 of 2019 Charles Schwab announced the acquisition of TD Ameritrade, a $26 billion deal that will shape the brokerage industry for years to come. The following report looks firstly at the industry and the competitive landscape, emphasising the evolution of the different business models. Afterwards,...
What are the key factors when investing in Renewable Energy? Why is RE investing growing so much? Here is a look at the sector of renewables and their risk-return framework over the last decades. Firstly, we introduce investment trends in RE and its historical development since the...
Would you rather buy naked puts or implement short selling strategies? What are their respective “costs” and expected returns? Here a comparison of short selling strategies versus option trading strategies. Firstly, we introduce short selling from a theoretical standpoint and then we analyse some examples such...
What is the relationship between AI and Financial Services? Why should firms consider AI as a core component? Here is a summary of the most interesting subfields of AI applied to optimise processes, drive cost efficiency and maintain competitiveness. Firstly, we introduce NLP and its relevant tools...
Why Eurozone banks profitability remains so depressed and has not fully recovered to its pre-crisis levels? This report investigates the determinants and makes comparisons with US and Nordic banks, whose returns are significantly higher. The analysis considers the economic growth and negative rates policy, high operating...
Is M&A a good option for banks to protect profitability? An interesting look at the ISP-Ubi deal. ...
Read our view about Coronavirus outbreak and its implications for global markets and industries....
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