Brazilian Gafisa S.A (GFA) ("Gafisa") is undergoing a turnaround and the process has already shown signs of success.
I published an article describing my investment thesis regarding an investment in the ADRs of Gafisa on December 9, which was picked as an Alpha-Rich article. The thesis is reliant on
- The settlement of the sale of a 70% stake in the company's Alphaville subsidiary Alphaville.
- Refocus the Gafisa segment on its core markets.
- Launch the Tenda segment under a new business model
With (1) being a catalyst for a near-term rise in the stock price and (2+3) being value generators over the longer-term.
I outlined how undervalued the ADRs of Gafisa based on my conservative estimates for...
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