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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
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Kamigumi $9364 - A Leading Port Infrastructure play in Japan
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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 $ALCLA - Takeover at 325m EV
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Logistec is being taken over at 67$
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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$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
How is the small French freight forwarder navigating the normalization of the shipping rates post COVID era
Sep 22, 2023
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@Govro12 WinterGems Stocks
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$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
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Clasquin $EPA:ALCLA, a French microcap in the attractive freight forwarding industry
Clasquin is an interesting French microcap growing nicely in the attractive freight forwarding industry
Jul 6, 2023
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@Govro12 WinterGems Stocks
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Clasquin $EPA:ALCLA, a French microcap in the attractive freight forwarding industry
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$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
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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
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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
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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
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PART1: Deep Dive on Marine Segment of Logistec - TSE: LGT.B
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