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LOG Commercial Properties e Participações Community
BOVESPA:LOGG3 Community- 2 Narratives written by author
- 0 Comments on narratives written by author
- 3 Fair Values set on narratives written by author
Community Investing Ideas
Delivering 2 Million Square Meters Of GLA Will Expand Capacity, Yet Inflation May Squeeze Margins
Key Takeaways Strategic expansion in GLA and efficient lease management highlight potential revenue growth and solidify market positioning. Strong financial and operational performance, including effective leverage management, enhances profitability and positions the company for sustained growth.Read more
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AN
R$24.7
7.9% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
15.53% p.a.
Profit Margin
52.06%
Future PE
22.05x
Price in 2028
R$49.3
Brazil High Costs And ESG Rules Will Undermine Logistics Returns
Key Takeaways Intensifying competition and potential oversupply in logistics real estate may erode LOG's pricing power, elevate vacancy risk, and limit future rental and earnings growth. Higher financing and compliance costs, coupled with economic concentration in Brazil, threaten profit margins and add volatility to LOG's long-term financial stability.Read more
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AN
R$15.5
71.9% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
9.64% p.a.
Profit Margin
36.14%
Future PE
23.35x
Price in 2028
R$30.98
