Letters by company

Fleury Michon

1 letter discussing ALFLE. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Letter 2026 Q3 | 499 KB Palm Harbour Capital initiated Hanyang ENG, a Korean semiconductor-fab infrastructure supplier, citing expanding Samsung and SK hynix build-outs, cash backing and valuation. It cut oil and gas exposure, sold Watches of Switzerland and Piraeus Port Authority near fair value, and favors Odet after intra-group Bolloré dividends left its discount wider. third quarter 2026 0OPN ALFLE $117MBOIVF $12B