X-Fab and Stellantis still very undervalued + other updates
Update Week 30 2024
Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies publish their figures, it can be quite extensive. I focus on the most important matters so that you can quickly stay up-to-date with developments at our companies.
Back from vacation and diving right back in with this week:
Investor AB: Strong Quarter
Sofina: Market Undervalues the Value
Bonava: This Homebuilder Can Still Double
Cloetta: Very Rapid Increase After Our Purchase
Stellantis: Cheap and One of the Strongest in Its Sector
X-FAB: Dirt cheap at 2.9x expected EV/EBITDA and 0,8 P/B
In Summary: Ackermans & van Haaren, Argentex, Luceco, and Bellway
Next week, we'll have a new stock, our market analysis for July, and an update on the Doubler Portfolio.