BKBR3 BZ

BK Brasil Operacao e Assessoria a Restaurantes SA

Consumer


Presented:05/17/2018
Price:R$16.53
Cap:$1.25B
Current Price:R$2.50
Cap:$0.35B

Presented

Date05/17/2018
PriceR$16.53
Market Cap$1.25B
Ent Value$1.09B
P/E Ratio168.67x
Book ValueR$7.28
Div Yield0%
Shares O/S222.28M
Ave Daily Vol475,219
Short IntN/A

Current

PriceR$2.50
Market Cap$0.35B
BK Brasil Operação e Assessoria a Restaurantes SA engage in the development and operation of restaurants. It also provides advisory and support services and involves in the sale, importing, and exporting of products related to restaurant activities. The company was founded on June 4, 2011 and is headquartered in Barueri, Brazil.

Publicly traded companies mentioned herein: BK Brasil Operacao e Assessoria a Restaurantes SA (BKBR3 BZ), Restaurant Brands International Inc (QSR)

Highlights

The presenter is long shares of BK Brasil Operacao e Assessoria a Restaurantes SA (BKBR3 BZ, or “BK Brasil”), Burger King’s Brazilian master franchisee, seeing growth in fast food in Brazil and expecting BK Brasil to outperform peers within the secularly favorable environment. He models 25 BRL in BK Brasil shares, from 17 BRL today, driven by 20% top-line growth with margin expansions.

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Idea Discussion

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