Monday, November 7, 2016

Tecnoglass: A Deep Value Colombian Company Offering 82% Upside


High dividend yield of 4.6%.
Just finished its investment for medium term growth, i.e. low capex intensity going forward.
High margin of safety, at zero growth, 16% upside with a potential to increase by 125%.
Read more...

Tuesday, February 16, 2016

YPF Sociedad Anonima - The Way To Play The Argentinian De-Risking


In the medium term, YPF will still enjoy oil prices higher than international prices.
Vaca Muerta holds a considerable upside for YPF.
Argentina should be de-risking under the new administration.
Read more...

Monday, January 4, 2016

LATAM Airlines Offers A 60% Upside To Its Intrinsic Value


LFL enjoys monopolistic routes in its main regions.
Margins should expand by 450bps, thanks to the cost efficiency initiatives.
Trying to optimize yield x load factor is the best method to ensure profitability in this industry.

Read more...

Why I Believe Highpower International Revenues Should Surprise In The Coming Year

Electric vehicles and smartphones should keep the demand for lithium batteries high for the next 15 years. Lithium and cobalt prices a...