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Consensus Narrative from 8 Analysts
Expansion Plans And CMA CGM Acquisition Will Consolidate Leadership In Brazilian Ports
Key Takeaways Expansion of container handling and liquid bulk storage aims to boost market share and enhance earnings with high EBITDA margins and sustained growth potential. Acquisition by CMA CGM and strategic capital investments could improve operational efficiencies, net margins, and shareholder returns through better cash management and leverage.
View narrativeR$15.86
FV
15.7% undervalued intrinsic discount11.60%
Revenue growth p.a.
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3 days ago author updated this narrative