External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

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External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Italmobiliare is undervalued with significant growth potential in businesses like Borbone and Officina Profumo.</li><li>Shareholder frustration stems from management's preference for dividends over share repurchases at a discount to NAV.</li><li>Concerns exist regarding the lack of focus on return on invested capital (ROIC) despite the company's valuable assets.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Italmobiliare is undervalued with significant growth potential in businesses like Borbone and Officina Profumo.Shareholder frustration stems from management's preference for dividends over share repurchases at a discount to NAV.Concerns exist regarding the lack of focus on return on invested capital (ROIC) despite the company's valuable assets.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Italmobiliare (ITM) - Tuesday, Jul 15, 2025

Italmobiliare SpA

Italmobiliare (ITM) - Tuesday, Jul 15, 2025