There are many analysts stating that OEMs and suppliers are trading at a discount to their target prices. For that reason, I decided to cover Gestamp and check if this company is really trading below its intrinsic value. Gestamp Automoción S.A. is a Spanish firm that develops and produces components for the automotive industry mainly […]
Market Economy is the best friend of circular economy. Jyrki Katainen Introduction Befesa is a company that was founded in 1993 through the merger of Berzelius Umwelt Service and two more firms. In 2000, Abengoa acquired the 51% of Befesa and sold its participation to Triton Fund in 2013.
The individual investor should act consistently as an investor and not as an speculator Benjamin Graham Introduction Miquel y Costas has always been the kind of company that most value investors have purchased in the past. It is prudently financed, well managed and has always cared shareholders. Recently, its Market price dropped from €23,55 to […]
Introduction I always like reviewing those companies whose market price has dropped considerably and check their financial statements looking for investment opportunities. Among those stocks, I found the hotel chain Meliá Hotels International and decided to analyze its business model along with NH hotels, another publicly traded lodging business. Industry Analysis To begin with, I […]
Coal will gradually decline in importance… There aren’t any new coal plants being built now, so you will see gas fired plants, you will see wind, you will see solar. Warren buffet In this article I wanted to analyze a publicly traded company called Enagás. This firm operates the truncal natural gas pipelines in Spain. […]