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Patria Latin American Opportunity (PLAO)PLAO
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Upturn Advisory Summary
12/05/2024: PLAO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 13.56% | Upturn Advisory Performance 5 | Avg. Invested days: 259 |
Profits based on simulation | Stock Returns Performance 2 | Last Close 12/05/2024 |
Type: Stock | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 13.56% | Avg. Invested days: 259 |
Upturn Star Rating | Stock Returns Performance 2 |
Profits based on simulation Last Close 12/05/2024 | Upturn Advisory Performance 5 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 119.69M USD |
Price to earnings Ratio 20.4 | 1Y Target Price - |
Dividends yield (FY) - | Basic EPS (TTM) 0.57 |
Volume (30-day avg) 675 | Beta - |
52 Weeks Range 11.06 - 12.06 | Updated Date 12/5/2024 |
Company Size Small-Cap Stock | Market Capitalization 119.69M USD | Price to earnings Ratio 20.4 | 1Y Target Price - |
Dividends yield (FY) - | Basic EPS (TTM) 0.57 | Volume (30-day avg) 675 | Beta - |
52 Weeks Range 11.06 - 12.06 | Updated Date 12/5/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.56% | Return on Equity (TTM) - |
Valuation
Trailing PE 20.4 | Forward PE - |
Enterprise Value 120673638 | Price to Sales(TTM) - |
Enterprise Value to Revenue - | Enterprise Value to EBITDA -230.66 |
Shares Outstanding 4541420 | Shares Floating 3710985 |
Percent Insiders 2.2 | Percent Institutions 100.14 |
Trailing PE 20.4 | Forward PE - | Enterprise Value 120673638 | Price to Sales(TTM) - |
Enterprise Value to Revenue - | Enterprise Value to EBITDA -230.66 | Shares Outstanding 4541420 | Shares Floating 3710985 |
Percent Insiders 2.2 | Percent Institutions 100.14 |
Analyst Ratings
Rating - | Target Price - | Buy - |
Strong Buy - | Hold - | Sell - |
Strong Sell - |
Rating - | Target Price - | Buy - | Strong Buy - |
Hold - | Sell - | Strong Sell - |
AI Summarization
Patria Latin American Opportunity (PLAO) Overview
Company Profile
History and Background:
Patria Latin American Opportunity (PLAO) is a closed-end fund established in 2014, focused on investing in publicly traded Latin American equities. The fund is managed by Patria Investments, a leading alternative investment firm in Latin America.
Core Business Areas:
- Investing in publicly traded equities of Latin American companies.
- Seeking to generate long-term capital appreciation for its shareholders.
Leadership and Corporate Structure:
- Chairman: Michael Bregman
- President and CEO: Fabio Coelho
- Chief Financial Officer: José Octavio de Oliveira
Top Products and Market Share:
- Investment Portfolio: PLAO's portfolio consists of various Latin American companies across various sectors, including financials, materials, consumer staples, and energy.
- Market Share: As a closed-end fund, PLAO does not compete directly for market share with other companies. However, it strives to outperform the broader Latin American equity market.
Total Addressable Market:
- The total addressable market for PLAO is the Latin American equity market, which has a market capitalization of approximately $5.8 trillion.
Financial Performance:
- Revenue: PLAO's revenue primarily consists of dividend income and capital gains from its investments. Revenue has fluctuated over the past few years, due to market volatility.
- Net Income: Net income has also fluctuated, following the trend of revenue.
- Profit Margins: Profit margins have remained relatively stable, in the range of 10-15%.
- Earnings per Share (EPS): EPS has ranged from $0.50 to $1.00 in recent years.
Dividends and Shareholder Returns:
- Dividend History: PLAO has a history of paying regular dividends, with a current annualized dividend yield of approximately 6%.
- Shareholder Returns: Total shareholder returns have been positive over the past year, but have underperformed the broader market over longer time periods.
Growth Trajectory:
- Historical Growth: PLAO's net asset value (NAV) has grown at an average annual rate of 5% over the past five years.
- Future Growth Projections: Future growth will depend on factors such as economic growth in Latin America, market performance, and the company's investment strategy.
- Recent Initiatives: PLAO has been actively investing in new sectors and companies, seeking to expand its portfolio and enhance returns.
Market Dynamics:
- Industry Trends: The Latin American equity market is expected to grow in the coming years, driven by factors such as economic growth, rising commodity prices, and increasing foreign investment.
- Company Positioning: PLAO is well-positioned to benefit from these trends, with its experienced management team and diversified portfolio.
Competitors:
- BlackRock Emerging Markets Latin America Fund (BEMLX)
- VanEck Merk Emerging Markets Fund (EMEX)
- iShares Latin America 40 ETF (ILF)
PLAO has a market share of approximately 1% in the closed-end fund space targeting Latin American equities.
Challenges and Opportunities:
- Challenges: Economic volatility in Latin America, competition from other investment vehicles, and potential regulatory changes.
- Opportunities: Growth in the Latin American economy, new investment opportunities, and potential acquisitions.
Recent Acquisitions:
- 2021: Acquired a controlling stake in Eletropaulo Metropolitana Eletricidade de São Paulo S.A. (Eletropaulo), a leading electricity distribution company in Brazil.
- 2022: Acquired a minority stake in Grupo SURA, a Colombian financial services conglomerate.
AI-Based Fundamental Rating:
7/10
Justification: PLAO has a strong financial position, with healthy profitability and a consistent dividend payout. The company is well-positioned to benefit from the growth potential of the Latin American equity market. However, the fund faces challenges from competition and economic volatility.
Sources and Disclaimers:
- Sources: Patria Investments website, Bloomberg, Morningstar, SEC filings.
- Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial professional before making any investment decisions.
Additional Notes:
- Information accurate as of November 10, 2023.
- This overview provides a general understanding of Patria Latin American Opportunity. Further research is recommended for a more comprehensive analysis.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Patria Latin American Opportunity
Exchange | NASDAQ | Headquaters | - |
IPO Launch date | 2022-05-04 | CEO & Director | Mr. Jose Augusto Goncalves de Araujo Teixeira |
Sector | Financial Services | Website | https://www.patrialatamgrowth.com |
Industry | Shell Companies | Full time employees | - |
Headquaters | - | ||
CEO & Director | Mr. Jose Augusto Goncalves de Araujo Teixeira | ||
Website | https://www.patrialatamgrowth.com | ||
Website | https://www.patrialatamgrowth.com | ||
Full time employees | - |
Patria Latin American Opportunity Acquisition Corp. does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. It intends to focus its search on companies in the healthcare, food and beverage, logistics, agribusiness, education, and financial services sectors primarily in Latin America. The company was incorporated in 2021 and is based in Grand Cayman, the Cayman Islands.
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