Ocean Wilsons Holdings (OCN)

Business description

Ocean Wilsons Holdings is a holding company with a controlling 58.25% stake in Wilson Sons, a listed Brazilian maritime and logistics business. It also has an investment division (OWIL), with a diversified portfolio of equities, bonds and other assets.

Stock data

Market cap.£399.6m
Last close1,130.00p
High / Low (52 weeks)1130.0p / 942.5p
Stock market listingLN
Forecast net debt (US$m)282.9
Forecast gearing ratio (%)35
TeamInvestment Companies
SectorInvestment Companies

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Company news

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Mon, 27 Jul 2015 14:37:30 GMT

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Wed, 28 Jun 2017 09:00:00 GMT

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Mon, 21 Aug 2017 10:41:15 GMT

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Thu, 12 Oct 2017 08:03:45 GMT

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Tue, 30 Sep 2014 08:15:00 GMT

Y/E Dec Revenue (US$m) EBITDA (US$m) PBT (US$m) EPS (c) P/E (x) P/CF (x)
2015A 508.9 164.3 69.0 43.7 33.5 2.8
2016A 457.2 148.7 117.5 127.4 11.5 3.7
2017E 489.1 150.7 117.7 135.4 10.8 3.4
2018E 507.8 162.8 115.9 125.5 11.7 3.2

Last updated on 11/10/2017

Investment summary

Ocean Wilsons’ (OCN) first-half figures reported in August showed that its quoted Brazilian operating subsidiary, Wilson Sons (WSON), made progress despite a still difficult trading background, particularly for its offshore JV. The main container terminal and towage businesses are well invested and positioned to exploit a longer-term revival in the local economy. Confidence in this appears to be growing if strength in the currency and Bovespa equity index are taken as indicators.

Last updated on 11/10/2017

Industry outlook

OCN’s control of Wilson Sons gives it exposure to three growth drivers: international trade flows, the oil and gas industry and the domestic Brazilian economy. OCN also manages a portfolio of international investments, with a long-term outlook and a bias towards global and emerging market equities.

Last updated on 03/10/2017

Key management

Keith Middleton, FD

Company address

Richmond House 5th Floor
12 Par-la-Ville Road
2250 PO Box HM
Hamilton
HM JX
Bermuda
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