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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…
Nov 16
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@Govro12 WinterGems Stocks
22
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WinterGems: reminiscence no trades, analysis no deep dive
Kamigumi: Noticeable Large Buybacks
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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…
Jun 2
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@Govro12 WinterGems Stocks
16
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Infrastructure: North American Cement and Aggregates Producers Review
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$MCEM Monarch Cement: A superior cement business
This article dissects $MCEM's superior cement business where operating earnings has risen 11x in the last 10 years. Is it pricing, volume, margin…
May 24
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@Govro12 WinterGems Stocks
27
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$MCEM Monarch Cement: A superior cement business
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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…
Feb 23
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@Govro12 WinterGems Stocks
20
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Kamigumi $9364 - A Leading Port Infrastructure play in Japan
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13
Logistec is being taken over at 67$
Logistec is being taken over at 67$ up 62% from the initial Wintergem post on Jan 23rd 2023.
Oct 16, 2023
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@Govro12 WinterGems Stocks
5
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Logistec is being taken over at 67$
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$LGT Strategic Review Process
Sumanic, the controlling family holding co, is considering selling its shares and asked Logistec to start a strategic review process including a…
May 22, 2023
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@Govro12 WinterGems Stocks
6
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$LGT Strategic Review Process
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PART3: Is Logistec a compounder?
Valuation extravaganza (EPS Growth, PE, P/S, RoE, management ownership, debt)
Jan 30, 2023
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@Govro12 WinterGems Stocks
4
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PART3: Is Logistec a compounder?
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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…
Jan 30, 2023
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@Govro12 WinterGems Stocks
4
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PART2: Deep Dive on Environmental Segment of Logistec - TSE: LGT.B
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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…
Jan 23, 2023
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@Govro12 WinterGems Stocks
11
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PART1: Deep Dive on Marine Segment of Logistec - TSE: LGT.B
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