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Kamigumi: Noticeable Large Buybacks
Kamigumi, one of the most important port infrastructure company in Japan has announced a large buyback which is confirming the original investment…
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@Govro12 WinterGems Stocks
6
Infrastructure: North American Cement and Aggregates Producers Review
Going though key operating Indicators and valuations of North American peers to Monarch Cement i.e. producers of cement and aggregates: Vulcan, Martin…
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@Govro12 WinterGems Stocks
6
$MCEM Monarch Cement: A superior cement business
This article dissects $MCEM's superior cement business where operating earnings has risen 11x in the last 10 years. Is it pricing, volume, margin…
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@Govro12 WinterGems Stocks
6
Kamigumi $9364 - A Leading Port Infrastructure play in Japan
Kamigumi is one of the most important port infrastructure company in Japan with a leading share in the top 6 ports in Japan. It is valued attractively…
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@Govro12 WinterGems Stocks
13
Japanese Stocks Series Part II - AIT Corp $9381 and other Attractive Logistics Companies operating in Japan
Since both Clasquin and Bolloré Logistics are being taken out by MSC and Hitachi Transport Systems by KKR in Japan this year, buying attractively priced…
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@Govro12 WinterGems Stocks
14
Logistec is being taken over at 67$
Logistec is being taken over at 67$ up 62% from the initial Wintergem post on Jan 23rd 2023.
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@Govro12 WinterGems Stocks
$LGT Strategic Review Process
Sumanic, the controlling family holding co, is considering selling its shares and asked Logistec to start a strategic review process including a…
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@Govro12 WinterGems Stocks
5
PART3: Is Logistec a compounder?
Valuation extravaganza (EPS Growth, PE, P/S, RoE, management ownership, debt)
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@Govro12 WinterGems Stocks
3
PART2: Deep Dive on Environmental Segment of Logistec - TSE: LGT.B
In Part2 of this unfollowed family controlled company, I will do a deep dive on the environmental services segment and provide our key takeaways of both…
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@Govro12 WinterGems Stocks
PART1: Deep Dive on Marine Segment of Logistec - TSE: LGT.B
A family controlled company operating in 2 segments: maritime and environment, growing revenue at an impressive CAGR of 13.6% in the last 10 years…
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@Govro12 WinterGems Stocks
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