WA
Consensus Narrative from 9 Analysts
Brazil Projects May Improve Future Contract Utilization, But Competition Risks Remain
Key Takeaways Strategic focus on Brazil projects and premium assets is expected to enhance revenue and net margins through better contract utilization. Efficient operations and disciplined capital allocation could boost earnings per share and shareholder returns amid industry upcycle opportunities.
View narrativeUS$54.22
FV
42.6% undervalued intrinsic discount6.99%
Revenue growth p.a.
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18 days ago author updated this narrative