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Takeuchi $6432 against Kubota - David is winning all the way to Goliath
We will analyze a hidden Japanese champion in the compact excavator and loader products and compare it with a much larger and well know Japanese…
Mar 1
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@Govro12 WinterGems Stocks
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Takeuchi $6432 against Kubota - David is winning all the way to Goliath
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February 2024
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
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Kamigumi $9364 - A Leading Port Infrastructure play in Japan
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December 2023
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…
Dec 13, 2023
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@Govro12 WinterGems Stocks
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Japanese Stocks Series Part II - AIT Corp $9381 and other Attractive Logistics Companies operating in Japan
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Clasquin $ALCLA - Takeover at 325m EV
Clasquin will likely be the second Wintergems stock being takeover this year after Logistec, at current price Clasquin is up 58% from our purchase price…
Dec 6, 2023
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@Govro12 WinterGems Stocks
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Clasquin $ALCLA - Takeover at 325m EV
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Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
This is PART 1 of the Japanese Stock Series focused on Yamada Corp, a leading manufacturer of Air Operated Double Diaphragm pump
Dec 1, 2023
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@Govro12 WinterGems Stocks
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Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
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November 2023
$ADYEN Strikes Back Part IV
$ADYEN gave a Q3 business update yesterday with top line growth at 22% in line with Wintergems' top line projection (+21%)
Nov 10, 2023
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@Govro12 WinterGems Stocks
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$ADYEN Strikes Back Part IV
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October 2023
Interesting times! David or Goliath
High quality stocks or franchise have come down significantly $MTD $RCO.PA $THEP.PA DSV.CPH
Oct 27, 2023
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@Govro12 WinterGems Stocks
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Interesting times! David or Goliath
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Logistec is being taken over at 67$
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
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Logistec is being taken over at 67$
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Business Update and 2023 Estimates on Serial Acquirer $RCH Richelieu Hardware
2023 is one of those very rare year with 2009 where $RCH is seeing YoY decrease in sales. The pandemic boom were extraordinary for the renovation…
Oct 10, 2023
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@Govro12 WinterGems Stocks
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Business Update and 2023 Estimates on Serial Acquirer $RCH Richelieu Hardware
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$ILP Ilpra a growing Italian microcap food packaging manufacturer in a competitive market
Ilpra is an Italian based company specialized in packaging machine in the food industry. I was attracted by the top line growth and the low valuation…
Oct 1, 2023
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@Govro12 WinterGems Stocks
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$ILP Ilpra a growing Italian microcap food packaging manufacturer in a competitive market
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September 2023
$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
How is the small French freight forwarder navigating the normalization of the shipping rates post COVID era
Sep 22, 2023
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@Govro12 WinterGems Stocks
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$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
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$APN Aplisens a growing industrial sensor manufacturer at a very attractive valuation
$APN has seen a surge of sales in 2022 and 2023 (first 6 months) which had a big impact in the profit line where eps has doubled since 2020. Stock…
Sep 14, 2023
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@Govro12 WinterGems Stocks
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$APN Aplisens a growing industrial sensor manufacturer at a very attractive valuation
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