Otra empresa portuguesa interesante. De perfil similar a Mota engil(buenos ratios pero con gran deuda). Coincide en mayor o menor proporción en la cartera iberica de Bestinver,Azvalor y Magallanes. Aun asi recordar que las carteras se publican con 3meses de retraso por lo que es arriesgado imitarles.
Cotiza a PER 9,34, price/book ratio 0.97 price/sales 0 33. Dividendo del 4%
Resumen de Google finance
"Sonae SGPS SA (Sonae) is a Portugal-based holding company primarily engaged in the retail trade of food. The Company divides its business into six segments: Sonae MC, which is active in the food retail mainly through hypermarkets, supermarkets and franchised local food stores; Sonae Sierra, which develops and manages shopping malls; Sonae SR, which includes specialized retail stores, such as electronics, sports goods and fashion shops; Sonae RP, which is involved in the real estate sector; Sonaecom, which provides integrated telecommunication services, and the Investment Management, which support the Company’s business through the assets portfolio management. The Company's portfolio includes Continente, Modalfa, Worten, Losan and Zippy brands, among others. The Company operates in approximately 66 countries, including Portugal, Spain, Greece, Germany, Italy, Turkey and Brazil