Bestinver giudica buy:
Atlantia with target price of 19-20 euro (the Benetton family, which through Edition holds a 30% stake in Atlantia, is determined to remain a long-term investor in the infrastructure sector, according to reports this morning Corriere della Sera, which cites sources close to the family), Industrial Name with target price of 14-15 euro (announced that it has signed an agreement to buy 100% of the US company Raven Industries, active in precision agriculture technologies, for $ 58 per share, which represents a premium of 33.6% on the weighted average price on exchanges of the last four weeks, or 2.1 billion dollar value of the enterprise) and Prysmian with fair value of 21,50-22,50 euro (new $ 900 million contract in the US).
Intesa SanPaolo assigns a buy to:
Unlimited with target price of 11,40 euro following the joint venture with Apollo Global Management, Ovs with target price of 2 euro after first quarter results e SanLorenzo with fair value of 28,60 euro in the wake of the press leaks on Perini Navi.
Judgement add also for Geox with target of 1,35 euro (the new business plan in November), Italgas with target of 6,40 euro (according to press rumors she could be interested in Tea Mantova Gas Distribution Network), Prysmian with fair value of 30,10 euro (new contract in turkey), Saipem with target of 2,40 euro (new major offshore contract) e TraWell with target of 11,90 euro, raised from the previous € 8.30 (announced an issue of rights, which could bring over € 30 million of new financial resources).
Oddo judges buy:
Stellantis with fair value of 23 euro (Aramis, a French group specialized in the sale of used cars of which Stellantis holds the majority, has set the listing price on the stock exchange at 23 euros per share, at the lower limit of the indicated range, for an overall valuation of approximately 1.9 billion euros) .