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Great Polish asset, looking for another market
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Price (€)
8.90
Market Cap (€M)
5,601
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Perf. 1W:
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2.70 %
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Perf. 1M:
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2.94 %
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Perf. 3M:
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22.1 %
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Perf Ytd:
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27.4 %
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Jeronimo Martins is a high-quality discounter. The management has successfully repositioned the Portuguese Pingo Doce superm...
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In Poland, Biedronka (no.1 with 7% market share) is rolling out its format with an average opening rate of 170-200 stores. The disc...
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Jeronimo enjoys a best in class ROE (29% in 2010), supported by good financial leverage (2.2x) and asset rotation (4.3x), both sec...
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Analyst: Virginie Blin
Business concepts
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Negative working capital
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Family controls/influence
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Brand building
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Exotic key subsidiary
Investment Concepts
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Dreamland territories
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Many businesses, one ...
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