Added to YB: 2025-04-01
Pitch date: 2025-03-28
REVNF [neutral]
Reinet Investments S.C.A.
-0.72%
current return
Author Info
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Company Info
Reinet Investments S.C.A. operates as an investment entity and securitization vehicle in Luxembourg. The company, through its subsidiary, Reinet Fund S.
Market Cap
ZAR 4.4B
Pitch Price
ZAR 33.26
Price Target
36.25 (+10%)
Dividend
1.81%
EV/EBITDA
N/A
P/E
-17.66
EV/Sales
-17.88
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)