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Posted by
Two Blokes Jun 20 -
Filed in
Stock
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Cyrela combines high profitability with a deeply discounted valuation of 5× P/E while offering a 5% yield, offering strong cash returns while trading below historical and sector multiples. The company's focus is on luxury housing and exposure to middle and low-income segments (through subsidiaries) offering a resilient high-end mix and diversified brands supporting sales even amid high interest rates. A turn in Brazil's interest rate cycle would likely unlock substantial upside as valuations adjust and demand improves.
