Constellium: Solid Fundamentals And Attractive Valuation, Despite Macro Headwinds

ozgurdonmaz Introduction This is our third article about Constellium SE (NYSE:CSTM) for these reasons: (1) to preview Q4-23 earnings and (2) to update our investment thesis. In our view, Constellium is an exceptionally well-managed "specialty metals" company that is often overlooked by investors and/or misconstrued as a "basic materials" company. In reality, Constellium is a specialist in higher-margin, value-added aluminum structures for various industries. As a refresher, readers can access our prior arti ...