Covering a portfolio position with PINFRA, OMA the best airport stock in Mexico and 3 other interesting stocks.
Where do you think Nemak's current earnings are? Cyclically low or high?
That is an excellent question. I think cyclical low is probably a loss. So I think earnings can fall further. I was positively surprised with the asset base. Nemak might be more interesting than I give it credit for.
Where do you think Nemak's current earnings are? Cyclically low or high?
That is an excellent question. I think cyclical low is probably a loss. So I think earnings can fall further. I was positively surprised with the asset base. Nemak might be more interesting than I give it credit for.