Author Topic: Chile  (Read 969 times)

Spekulatius

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Re: Chile
« Reply #10 on: November 14, 2019, 03:38:16 AM »
Here's some Chilean stocks that might be worth having a look at:

They're just from a few LatAm funds I respect, though obviously the whole continent has been a struggle for a while now.  I haven't looked at them myself.

From memory, it's mostly quality consumer & retail stuff.

SAAM Sonda
SACI Falabella
Cia Cervecerias Unidas ADR
Embotelladora Andina
Inversiones Aguas Metropolitanas
Quinenco
Sociedad Matriz
Forus

CCU is the one from the list that I am familiar with. They have been struggling due to issues in Argentine, before the hell broke lose in Chile.

Chile has been trading at a premium compared to the rest of the continent for a long time and that premium may not be justified any more. I think the assumption that this unrest may just blow over is unjustified.
Life is too short for cheap beer and wine.