• Skip to primary navigation
  • Skip to content

Praxeos Capital

Long Term Investments

  • Investment theses
  • Contact us
  • Privacy Policy

Analysis

Analysis of Gestamp S.A.

Jose Serrano · Aug 21, 2019 · Leave a Comment

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 […]

Notes on Befesa

Jose Serrano · Jun 26, 2019 · Leave a Comment

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.

Analysis of Miquel y Costas

Jose Serrano · May 31, 2019 · Leave a Comment

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 […]

Spanish Lodging industry: Meliá and NH Hotels.

Jose Serrano · May 2, 2019 · Leave a Comment

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 […]

Enagás: is its dividend sustainable?

Jose Serrano · Mar 22, 2019 · Leave a Comment

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. […]

Next Page »

Looking for sustainable dividends?. Learn More

Copyright © 2019 · Monochrome Pro on Genesis Framework · WordPress · Log in

  • Cookies
  • Legal Notice
  • Privacy Policy
We use cookies to ensure the best browsing experience to the user. If you continue browsing the web site, we asume you agree with our cookies policy.Ok