業種

Aluminum Processing

Aluminum Processing のすべてのレポート — 全 1 件。

31/100 37Buffett Watch Constellium: A Long-Term Value Investing Study We maintain a Watch rating. Constellium is an aluminum processor whose technical depth is underappreciated yet whose cyclicality is inescapable. At the current price of $36.07 the stock looks clearly expensive against a conservative intrinsic value of $19–25 and sits near the top of a fair value of $28–35, leaving too little margin of safety. Rating Watch: a capable, cycle-bound aluminum fabricator worth tracking, with an ideal buy range of $24–30. Constellium SECSTM · 米国株Aluminum Processing2026年6月3日