Long OP ROAD midterm.

8月21日

Fundamental
- earnings growth
- high cashflow compared to the sector.
Technical
- Good momentum pickup moment.
- Good Risk/Reward currently.

8月25日

ノート

- We see that this company is growing, mainly by government spending.
I witness that this will continue in the coming time, definitely if the government starts stimulating spending.
- We see the purchases of some asfalt factories, this means that the equity value will go up. - We expect that margins will increase.
- Company seems to grow, proves it by fact's.

So I'm still very bullish.

8月25日

ノート

Also with decreasing intrest rates, this company will only receive more orders and easylier expand. So the current macro environment is giving it a tailwind.