Cementir Holding N.V. CEM

Cementir Holding has seen a sharp swing in sentiment over the past few years, which naturally raises the question of whether the current €13.62 share price is properly aligned with what its earnings justify. After a strong multi year run and a weaker stretch more recently, the key issue now is how much of the business's profit power is already reflected in that quote. Over the past 3 years the stock has gained 94.0%, which puts a lot of weight on whether its earnings profile can carry that...

Despite a 10% EBITDA decline in H1, a strong Q2 with 12.9% EBITDA growth and confirmed EUR400-420 million full-year guidance signal a robust turnaround.