Materials Peruvian Community
Our community narratives are driven by numbers and valuation.
Materials Peruvian Investing Ideas
CPACASC1: Fair Value Increase Will Drive Optimism Despite Moderated Profit Outlook
Key Takeaways Long-term infrastructure project focus is projected to drive revenue growth, establishing Cementos Pacasmayo as a preferred supplier. Adoption of sustainable fuels and strategic capital allocation aims to enhance margins and support sustainable growth.Read more
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AN
S/6.85
6.1% overvalued intrinsic discount
Fair Value
Revenue
1.17% p.a.
Profit Margin
12.22%
Future PE
17.51x
Price in 2029
S/10.95
Future Cement And Energy Expansion Will Support A Stronger Long Term Earnings Profile
Catalysts About UNACEM CorpA UNACEM CorpA is a multi-country cement, ready mix and energy group with core operations in Peru, the United States, Chile and Ecuador. What are the underlying business or industry changes driving this perspective?Read more
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AN
S/2.05
18.5% undervalued intrinsic discount
Fair Value
Revenue
3.46% p.a.
Profit Margin
7.83%
Future PE
9.15x
Price in 2029
S/3.63
