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
Cementos Pacasmayo is leaning into big infrastructure builds in Peru, betting that early involvement in projects can lift demand for its concrete and related materials. The upside comes from cleaner, cheaper fuels and tighter spending, but rising overhead costs and hiccups on complex projects could hold profits back.Read more
AN
S/7.95
0% overvalued intrinsic discount
Fair Value
Revenue
0.37% p.a.
Profit Margin
13.69%
Future PE
16.73x
Price in 2029
S/11.76
Future Cement And Energy Expansion Will Support A Stronger Long Term Earnings Profile
UNACEM is leaning on growing demand for cement and power in its key markets, while upgrading plants and expanding its energy assets to improve how efficiently it operates over time. But softer pricing in the U.S. and rising input costs could blunt the payoff, making the debt refinance and investment plan the key things to watch.Read more
AN
S/1.87
5.1% overvalued intrinsic discount
Fair Value
Revenue
2.79% p.a.
Profit Margin
9.97%
Future PE
5.77x
Price in 2029
S/3.05
