Added to YB: 2026-06-26
Pitch date: 2026-06-24
UIE.CO [bullish]
UIE Plc
Author Info
Tactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its investment philosophy and holdings. Sign up for the newsletter.
Company Info
UIE Plc invests in the agro-industrial, and industrial and technology sectors in Malaysia, Indonesia, the United States, Europe, and internationally.
Market Cap
DKK 1.6B
Pitch Price
N/A
Price Target
567.00
Dividend
3.87%
EV/EBITDA
6.47
P/E
19.41
EV/Sales
2.87
Sector
Food Products
Category
value
UIE Plc - $UIE.CO
UIE.CO: Copenhagen-traded holdco owning 48.4% of United Plantations Berhad, a top-tier, cost-advantaged Malaysian palm oil producer (40% op margins, net cash, 24x trailing P/E). NAV ~DKK 567 vs DKK 347 price (39% discount, wider than historical mid-20%s). Look-through buys UP at ~13.9x P/E, 6.8% yield. Palm demand +3-5%/yr; buybacks/dividends narrow discount.
Read full article (5 min)