VPK NA

Koninklijke Vopak N.V.

Industrial/Transportation


Presented:10/21/2019
Price:€48.66
Cap:$6.92B
Current Price:€42.84
Cap:$5.72B

Presented

Date10/21/2019
Price€48.66
Market Cap$6.92B
Ent Value$8.86B
P/E Ratio20.2x
Book Value€20.63
Div Yield2.26%
Shares O/S127.63M
Ave Daily Vol295,916
Short IntN/A

Current

Price€42.84
Market Cap$5.72B
Royal Vopak NV engages in the operation of bulk liquids storage terminals. The company was founded in 1999 and is headquartered in Rotterdam, Netherlands.

Koninklijke Vopak N.V. (VPK NA) - Long

Publicly traded companies mentioned herein: Koninklijke Vopak N.V. (VPK NA)

Highlights

The presenter is long shares of Koninklijke Vopak N.V. (VPK NA), positing that utilization rates have troughed and should start to inflect in the back half once the company can get capacity back online. Based on this assumption, he believes that the company can achieve $1B in EBITDA for FY2020, above the Street’s consensus estimate of $800MM. The stock currently trades at ~$48/share and he thinks it could trade up to the mid-60s. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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