Discoveries - Week of September 16th
Sweden, Poland, Israel
🇸🇪 SWEDEN
A Swedish serial acquirer of industrial companies valued at $870M, trading at 42x forward P/E, 21x EV/EBITDA, 33x P/FCF, 30% ROE, 27% ROCE, 18% ROIC and 12% ROA.
Momentum Group AB $MMGR.ST $MMGR.B
🇵🇱 POLAND
Polish seller of spare parts for vehicles valued at $770M, trading at 10x forward P/E, PEG 0.6, 8.6x EV/EBITDA, 19% ROIC, 25% ROE, net margin 5.8%.
Auto Partner SA $APR $APR.WA
🇮🇱 ISRAEL
Israeli oil refinery valued at $180M, trading at 3x P/E, 0.34x P/B, 1.3 P/FCF, 1.38 EV/EBITDA, 15% ROIC, net margin 1.4%.
Ashdod Refinery Ltd $ARF $ARF.IL $ARF.TA
🇮🇱 ISRAEL
Israeli oil refinery valued at $765M, trading at 3x P/E, 0.4 P/B, 2.5x EV/EBITDA, 1.8 P/FCF, 8% ROIC, 11% ROE, 22% dividend (?).
Oil Refineries Ltd. $ORL $ORL.IL $ORL.TA
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