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Topic

public transport

A collection of 3 issues

Omer

Omer S.p.A. is a highly profitable, cash-generative niche leader in railway interiors that offers a discounted play on the secular "Green Deal" mobility megatrend, protected by technological barriers but discounted due to customer concentration.

CAF - Construcciones y Auxiliar de Ferrocarriles SA

CAF offers a compelling, undervalued play on the global green mobility transition, distinguished by a record-breaking, inflation-protected order book, a pristine balance sheet, and a rapidly expanding high-margin services division that is progressively de-risking the equity story.

ComfortDelGro Corporation

ComfortDelGro (CDG) is one of the world's largest land-based transport groups, currently undergoing a fundamental transformation from a Singapore-focused taxi operator to a global infrastructure service provider.