Added to YB: 2025-12-12
Pitch date: 2025-12-10
COMB.BR [bullish]
Compagnie du Bois Sauvage S.A.
+4.12%
current return
Author Info
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Company Info
Compagnie du Bois Sauvage S.A., an investment holding company, invests in the industrial and real estate sectors.
Market Cap
EUR 427.1M
Pitch Price
EUR 267.00
Price Target
347.10 (+25%)
Dividend
3.18%
EV/EBITDA
6.73
P/E
-58.17
EV/Sales
1.60
Sector
Financial Services
Category
special_situation
Quick (and dirty): Cie Bois Sauvage Special Situation
COMB.BR: Belgian holding co trading at ~50% NAV discount despite 4%+ share buybacks. Strategic review concluding March 2026 may reduce discount. Main asset is chocolate group benefiting from -50% cocoa price decline YTD. 50% chance of 30% upside vs 50% chance of no movement. 3-6 month horizon.
Read full article (3 min)