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Cementos Pacasmayo: Monopoly In Northern Peru And Dividend Of +10%

Jan. 28, 2023 5:20 AM ETCementos Pacasmayo S.A.A. (CPAC)4 Comments


  • Each region of Peru is controlled by a separate cement producer and Cementos Pacasmayo accounts for almost all sales in the northern region.
  • In December, the company paid a $0.54 per ADR extraordinary dividend, thus, bringing total dividend payments over the past six years to $3.49 per ADR.
  • I expect sales in 2023 to be strong thanks to Peru’s $1.6 billion economic recovery plan and there could be another dividend of above $0.50 per ADR.
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Portrait male fan holding peruvian flag

FG Trade/E+ via Getty Images


I've mentioned in several articles on SA that I work as an M&A analyst covering Latin America, and I've written about several companies from the region. Today, I want to talk about a Peruvian cement producer named

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This article was written by

Gold Panda profile picture

Gold Panda has been working as an M&A analyst for over 11 years. He's been investing since 2007. Preferring value to growth, he tends to take a relatively conservative approach in his investing. His focus is on small and micro-cap stocks, which he believes is the area which offers the greatest opportunity to exploit market mis-pricings.

Gold Panda is part of the team that runs the investing group Microcap Review. He provides a real-time portfolio to the group. Microcap Review focuses on three areas of opportunity in the micro-cap space: arbitrage and special situations, net-nets and undervalued stocks. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CPAC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (4)

I do have a history with the city of pacasmayo as a great place to surf.
A cement company is a better deal then a paint company in Perú as many people indeed start construcción and increase little by little.
They will never finish better said not paint in to prevent real estate taxes.
Not sure if this is still the case but that was how it was when i visite Perú many times a year.
I invest in cement companies in south América and have positions in cementos argos and loma negra.
I have pacasmayo on my watchlist together with cemex.
Thanks for bringing this company to our attention.
coloron profile picture
Thanks my favorite sa stock, is.........ccu.
Chancer profile picture
@Gold Panda
Thanks for article on CPAC.

I am always interested in So. America, as I lived in Bolivia, where my wife is from, during the early 1980's working as controller for an auto parts company.
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