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Added to YB: 2024-08-09

Pitch date: 2024-07-26

CALT.MI [bullish]

Caltagirone SpA

+66.01%

current return

Author Info

No bio for this author

Company Info

Caltagirone SpA, through its subsidiaries, engages in the cement manufacturing, media, real estate, and publishing activities.

Market Cap

EUR 884.1M

Pitch Price

EUR 5.40

Price Target

N/A

Dividend

3.67%

EV/EBITDA

5.01

P/E

6.80

EV/Sales

0.98

Sector

Construction Materials

Category

value

Show full summary:
Palm Harbour Capital Portfolio Holding: Caltagirone SpA

CALT.MI: Italian holding co. +15.9% Q1. Main asset Cementir (50% NAV) Q1 vols up, rev -11.2%, EBITDA -18.1% on pricing pressure. Weak residential, weather blamed. 2023 guidance confirmed. Generali (24% NAV) beat. 67% div hike (€0.15 to €0.25) drove price. Still cheapest in portfolio on sum-of-parts.

Read full article (1 min)