Professional
Added to YB: 2024-02-19
Pitch date: 2024-01-19
OCN.L [bullish]
Ocean Wilsons Holdings Limited
+9.67%
current return
Author Info
No bio for this author
Company Info
Ocean Wilsons Holdings Limited, an investment holding company, engages in the management of a global investment portfolio.
Market Cap
GBP 643.4M
Pitch Price
GBP 10.76
Price Target
N/A
Dividend
6.71%
EV/EBITDA
9.82
P/E
-17.74
EV/Sales
N/A
Sector
Transportation Infrastructure
Category
value
Palm Harbour Capital Portfolio Holding - Ocean Wilson
OCWN +24% Q4 as Brazil port operator WSON +25%. Q3 revs in-line: container terminal, tug, offshore growth offset logistics decline. EBIT +10% on cost cuts, offshore JV helps. WSON mkt cap £19/sh > OCWN £11.85/sh. £5/sh investment portfolio valued at 0. 52% holdco discount persists despite strategic review, buyout interest.
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