Added to YB: 2024-07-29
Pitch date: 2024-06-30
AKO-A [bullish]
Embotelladora Andina S.A.
+62.83%
current return
Author Info
No bio for this author
Company Info
Embotelladora Andina S.A., together with its subsidiaries, produces, markets, and distributes Coca-Cola trademark beverages in Chile, Brazil, Argentina, and Paraguay.
Market Cap
CLP 2.4T
Pitch Price
CLP 13.53
Price Target
N/A
Dividend
3.44%
EV/EBITDA
6.78
P/E
14.15
EV/Sales
1.14
Sector
Beverages
Category
value
Oakmark International Small Cap Fund New Position: Embotelladora Andina S.A.
AKO-A: Pan-LatAm Coca-Cola bottler. New agreements improve ROI visibility. Strong in refillables (high barriers). Shares down on macro-political headwinds, but earnings & returns growing. Trading near 15-yr low multiple vs peers & intrinsic value. Discount opportunity despite improving biz quality & easing political tension.
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