Added to YB: 2025-03-31
Pitch date: 2025-03-28
SVITZR.CO [bullish]
Svitzer Group A/S
+28.65%
current return
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
Svitzer Group A/S, together with its subsidiaries, provides port and terminal infrastructure services in Australia, Europe, the Americas, Asia, the Middle East, and Africa.
Market Cap
DKK 7.2B
Pitch Price
DKK 214.38
Price Target
N/A
Dividend
3.51%
EV/EBITDA
5.87
P/E
19.06
EV/Sales
1.71
Sector
Transportation Infrastructure
Category
value
And, We're Off! Svitzer Group A/S
SVITZR.CO: World's largest tugboat co, 12% market share, sole provider in 50% of ports. Critical service, <1% of voyage costs. Diversified revenue, young fleet. Potential for mid-teens ROE post-Maersk spinoff. Trades at 14x P/E, 1x BV. Long-term growth tied to global trade.
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