Opinions
Jaime Carrasco
Cementos Pacasmayo SAA
CPAC-N
HOLD
Jul 24, 2015
$7.850
Stock price when the opinion was issued
0
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He found this interesting because it is one of the biggest Peruvian cement plays. China is building quite a bit of infrastructure in Latin America to get all the flow of products to China. This would be a main beneficiary of all those projects. His company has it with an $11 target. Yield of about 1.2%. Thinks this has quite a bit of potential.