Added to YB: 2024-08-21
Pitch date: 2024-06-30
ACT.DE [neutral]
AlzChem Group AG
+192.96%
current return
Author Info
No bio for this author
Company Info
AlzChem Group AG, together with its subsidiaries, develops, produces, and markets a range of chemical specialties in Germany, European Union, rest of Europe, Asia, NAFTA region, and internationally.
Market Cap
EUR 1.5B
Pitch Price
EUR 47.45
Price Target
N/A
Dividend
1.20%
EV/EBITDA
13.88
P/E
26.95
EV/Sales
2.55
Sector
Chemicals
Category
value
Artisan International Explorer Fund Portfolio Holding: AlzChem Group AG
ACT.DE trimmed position: German specialty chem co w/ 80% EU mkt share in calcium carbide chain. Resilient despite energy crisis post-Ukraine war. 2023 profit est. 50%+ vs 2021 pre-war. Strong pricing power in niches. Outperforming EU chem sector. Share price catching up to fundamentals late 2023. Position trimmed as valuation gap narrowed.
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