Su Fuoco: Italy, Finmeccanica, Piaggio And CIR by GreenWood Investors Speed Read: The Italian economy is recovering quickly and leading economic indicators are accelerating Yet, it has been the second-worst performing index in the world so far this year, opening up tremendous opportunities for global investors Finmeccanica has been thrown out with the bathwater, yet is outperforming its restructuring targets by a mile. Valuation remains @ crisis levels and ignores future restructuring opportunities Scooter and motorbike sales are on fire (su fuoco) and Piaggio is launching important new products for the segment that needs to quadruple just to get back to pre-crisis levels CIR Group…
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