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 leans into Peru’s long-term infrastructure buildout, aiming to win more big projects by getting involved early and pushing concrete and precast solutions. The upside comes from cleaner, cheaper fuels and disciplined spending, but higher overhead costs and thinner project margins could spoil the story.Read more
AN
S/8.8
8.0% undervalued intrinsic discount
Fair Value
Revenue
0.37% p.a.
Profit Margin
13.69%
Future PE
18.56x
Price in 2029
S/13.05
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
AN
S/2.05
5.0% undervalued intrinsic discount
Fair Value
Revenue
3.46% p.a.
Profit Margin
7.83%
Future PE
9.15x
Price in 2029
S/3.63
