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Added to YB: 2024-08-21

Pitch date: 2024-08-18

DIS.MI [bullish]

d'Amico International Shipping S.A.

-11.1%

current return

Author Info

Company Info

d'Amico International Shipping S.A., through its subsidiaries, operates as a marine transportation company worldwide.

Market Cap

EUR 443.7M

Pitch Price

EUR 5.79

Price Target

9.70 (+88%)

Dividend

15.78%

EV/EBITDA

2.21

P/E

2.38

EV/Sales

1.16

Sector

Oil, Gas and Consumable Fuels

Category

value

Show full summary:
Riding the wave of maritime transport

DIS.MI: Refined petroleum tanker operator; 33 ships, avg 8.8yrs old. Strong Q2 2024 w/ record spot rates. 58% spot exposure. Low debt (0.1x EBITDA). Trades at 33% discount to NAV. Risks: Potential Q3 disappointment, rising orderbook. Bullish: High demand, limited fleet growth. 1% portfolio allocation due to cyclicality.

Read full article (7 min)