Bottom fishing in cyclicals by Dante Albertini

This presentation provides an analysis of CEMEX, a global building materials company operating in cement, ready-mix concrete, aggregates, and other construction-related materials.

Bottom fishing in cyclicals by Dante Albertini
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This presentation provides an analysis of CEMEX, a global building materials company operating in cement, ready-mix concrete, aggregates, and other construction-related materials. Some key points discussed include CEMEX’s history and expansion strategy through acquisitions over the years, its current operations and financial metrics across different geographies, valuation approaches using multiples and discounted cash flow modeling, and the company’s high leverage position following major acquisitions in recent years. Overall, the presentation examines various aspects of CEMEX’s business and performance, as well as potential opportunities and risks, as part of evaluating its investment merits from the perspective of an analyst.

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