Tecnoglass: Tariff Relief Should Kick-Start Margin Expansion — A Long Trade Idea
Tecnoglass is trading at a reasonable multiple (P/E ~14, EV/EBITDA ~8.5) with a healthy ROE (20%) and a steady quarterly dividend. I expect tariff relief and easing trade costs to lift gross margins and free up near-term cash flow. This is a long trade idea with a clear entry, stop and target tied to fundamental and technicals.