Added to YB: 2025-10-22
Pitch date: 2025-10-19
WAWI.OL [bullish]
Wallenius Wilhelmsen ASA
+35.19%
current return
Author Info
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Company Info
Wallenius Wilhelmsen ASA, together with its subsidiaries, engages in the logistics and transportation business worldwide.
Market Cap
NOK 3.2B
Pitch Price
NOK 77.00
Price Target
N/A
Dividend
20.32%
EV/EBITDA
2.85
P/E
2.90
EV/Sales
0.93
Sector
Marine Transportation
Category
value
Dazzling price and dividend in Norway. And so much more. My stock buy of the week. - Wallenius Wilhelmsen ASA
WAWI.OL added position: Norwegian RoRo shipping oligopoly trading at 3x P/E, 43% FCF yield, 20% dividend despite 39% decline YTD. Specialized niche w/ barriers to entry, family-owned. Cyclical headwinds expected but market already pricing in downturn. Limited downside at current valuation.
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