Professional
Added to YB: 2024-04-16
Pitch date: 2024-03-31
BXB.AX [bullish]
Brambles Limited
+12.34%
current return
Author Info
No bio for this author
Company Info
Brambles Limited operates as a supply-chain logistics company. It operates through CHEP Americas, CHEP EMEA, and CHEP Asia-Pacific segments.
Market Cap
AUD 21.3B
Pitch Price
AUD 15.11
Price Target
N/A
Dividend
2.91%
EV/EBITDA
10.81
P/E
23.49
EV/Sales
3.42
Sector
Commercial Services and Supplies
Category
value
Oakmark International Fund New Position: Brambles Limited
BXB.AX: World's largest pooled pallet provider. Pooling model enables supply chain efficiency, with growth potential from converting non-pooled market. Scale advantages drive attractive ROICs. Digital initiatives reducing costs & improving returns. Underperformed since 2022 exit despite strong results, allowing re-entry below intrinsic value.
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