Added to YB: 2026-10-15
Pitch date: 2026-10-12
CPAC [neutral]
Cementos Pacasmayo S.A.A.
-0.4%
current return
Author Info
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Company Info
Cementos Pacasmayo S.A.A. produces, distributes, and sells cement and cement-related materials in Peru.
Market Cap
PEN 3.5B
Pitch Price
PEN 12.35
Price Target
13.00 (+6%)
Dividend
4.94%
EV/EBITDA
7.21
P/E
16.69
EV/Sales
2.11
Sector
Construction Materials
Category
special_situation
Monthly SpreadHunters Monitoring #9 - Cementos Pacasmayo S.A.A.
CPAC (exited position): Cementos Pacasmayo’s M&A arbitrage advanced after the SMV appointed MSRA to determine Holcim’s minimum tender price, removing the bottleneck that had persisted since April. Holcim intends to acquire all remaining shares and delist the ADSs, but $13/ADS remains only a reference price. With the ADR at ~$12.32 and the spread narrowed to ~5.5%, the decision was made to close the position ahead of the valuation report and formal offer.
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