CSAN3.SA Cosan S.A. Loading...

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23:49
May 12
Francisco Utsch Gestor, Kiron Capital Market Makers
Cosan sum-of-parts discount, value unlock.
Cosan is a holding company trading at a 20-30% discount to sum-of-parts, driven by the IPO of Compass, the potential exit from Raízen (valued at zero in our model), and other assets like Rumo and Radar. New management (BTG/Perfin influence) is focused on deleveraging and unlocking value. The stock at R$5.80 is a deep value play.
CSAN3.SA 1ST
MED

About CSAN3.SA Analyst Coverage

Buzzberg tracks CSAN3.SA (Cosan S.A.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.