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Grupo de Inversiones Suramericana

Pension Reform Pressures And Margin Compression Will Undermine Long Term Earnings Potential

Catalysts About Grupo de Inversiones Suramericana Grupo de Inversiones Suramericana is a Colombia based holding company focused on financial services through insurance, asset and wealth management, and banking investments across Latin America. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

Col$52.1k

20.0% overvalued

AnalystConsensusTarget's Fair Value

Revenue

6.62% p.a.

Profit Margin

6.68%

Future PE

9.25x

Price in 2029

Col$87k

Grupo de Inversiones Suramericana

Cost Efficiencies And Regional Savings Demand Will Support Significant Long Term Value Creation

Catalysts About Grupo de Inversiones Suramericana Grupo de Inversiones Suramericana is a Colombia based financial group focused on insurance, asset and wealth management and banking through its core holdings. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

Col$67.3k

7.1% undervalued

AnalystHighTarget's Fair Value

Revenue

6.95% p.a.

Profit Margin

6.66%

Future PE

11.93x

Price in 2029

Col$112.96k

Grupo de Inversiones Suramericana

Shrinking Profit Margins And Pension Reforms Will Undermine Long Term Earnings Prospects

Catalysts About Grupo de Inversiones Suramericana Grupo de Inversiones Suramericana is a Latin American financial holding focused on insurance, asset and wealth management, and banking through its main subsidiaries. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

Col$43k

45.4% overvalued

AnalystLowTarget's Fair Value

Revenue

6.84% p.a.

Profit Margin

6.69%

Future PE

7.6x

Price in 2028

Col$72.05k

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Popular Narratives

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Trending Discussion

HO

Holger

<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

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US

The problem with your reasoning is, that 37 Moz are AgEq. If you read the FS, you'll find out that annual silver production is more around 14-15 Moz. But at the time of the FS, that 37 Moz AgEq was a number that came of a formula (which is specified in the FS), being a mix of four metals: Ag, Au, Pb and Zc. But now, beginning of 2026, the spotprices of silver and gold have risen so much in comparison to Pb and Zc prices, that you need to recalculate the AgEq number of 37 Moz according to the recent prices. This will result in the fact that silver and gold hold more value in that mix of four metals, and thus dragg the 37 Moz AgEQ number down to somewhere around 18 Moz AgEq. The more valuable silver and gold become, the lower the AgEq number will get, but it'll never get under the yearly average production of silver, which should be somewhere between 14-15 Moz Ag in the first four years. So in short, with this in mind, your fair value is rather around CA$ 50, even with silver at 300 usd an ounce. But a more prudent stockprice forecast is around CA$ 20 and hopefully going toward CA$ 30. So DSV is a top stock, because it's producing actual gold every quarter. But don't put your hopes too high.

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TE

Have you considered the accretive effect of Halozyme’s latest acquisitions of Elektrofi and Surf Bio? Seems like it would bump your results a bit.

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