Smallvalue ORO.MI
Bull thesis on Orsero SpA from Smallvalue
Eurofins Scientific SE
Pitch Summary: Eurofins Scientific SE has shown a strong performance with a 45% return in US dollar terms in 2025. Despite weak organic growth due to a subdued biopharmaceutical market, the company has managed to grow its revenue and earnings per share at mid-single and low double-digit rates, respectively. The company has been addressing past […]
BYD Company Limited
Pitch Summary: BYD is undervalued given its integrated business model and international expansion strategy. The company is not just an automotive manufacturer but an industrial group with capabilities in batteries, semiconductors, and proprietary platforms. Despite current margin pressures due to a price war in China, BYD’s technological advancements and global production strategy position it for […]
