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Winstar looks interesting with its new capacity coming onstream. Demand seems to be holding up, and with Chinese aluminium becoming less competitive, more orders could shift back to local players. If the new lines ramp up smoothly, earnings could have more room to grow.
Winstar's fundamentals are quite solid with decent margins and growth potential, so if you're looking at the long game, holding through the current volatility could actually pay off once the market wakes up to its true value.
