Mr Market Miscalculates

Mr Market Miscalculates

Company Analyses

Assystem SA

Not a quality compounder, but value latency in hidden assets

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Mr Market Miscalculates
May 07, 2024
∙ Paid

Assystem ($ASY.PA) is a €800 million French company that provides engineering and infrastructure project management services (preparation, design, and construction of critical and complex infrastructure projects for public authorities and utility companies) worldwide.

It's currently controlled (58%) by its Chairman and CEO, Dominique Louis, thorough HDL…

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