Added to YB: 2025-04-01
Pitch date: 2025-03-28
REVNF [neutral]
Reinet Investments S.C.A.
Author Info
Undervalued-Shares.com finds world class companies trading at low prices. Visit the website.
Company Info
Reinet Investments S.C.A. operates as a securitization vehicle in Luxembourg. The company, through its subsidiary, Reinet Fund S.
Market Cap
EUR 3.8B
Pitch Price
N/A
Price Target
36.25 (+44%)
Dividend
1.67%
EV/EBITDA
N/A
P/E
3.68
EV/Sales
3.67
Sector
Capital Markets
Category
value
Reinet – the forgotten child of the Rupert family
REVNF (pass - wait for deeper discount): Johann Rupert's EUR 6.6bn holding co. 52.6% in Pension Corp (7x return), 24% BAT sold for EUR 1.5bn cash. 36% discount to NAV. Awaiting next big bet. Governance concerns, but M&G stake increase promising. Watch for Pension Corp liquidity event or deeper discount.
Read full article (8 min)