Boskalis: Dredging and Maritime Services Provider in Cyclical Recovery

Mallika Paulraj, Value Investor presented her in-depth investment thesis on Boskalis (Netherlands: BOKA) at European Investing Summit 2018.

Thesis Summary:

Boskalis constructs and maintains ports, waterways, coastlines, and riverbanks. The company provides dredging services and also engages in land reclamation activities. Royal Boskalis Westminster offers hydraulic engineering, coastal protection, and land reclamation solutions. The share price is low due to a cyclical dip in the share price.

The company has been overly punished for its falling order book, which is now picking up and in a good place to pick up on a growing need for flood protection worldwide. The market cap is €3.7 billion and has recently seen increased and new investment from highly regarded investors.

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About the instructor:

Mallika Paulraj’s mission is to help individual investors make sense of the world of investing. She attempts to do this with humour and practicality through her writing and speaking. You can follow her blog Four Minute Investing at www.fourminuteinvesting.com. Her primary interests are investment education as well as searching for equity investments that increase in value with a three- to five-year horizon. Mallika’s secondary interests are how to invest for the long term (asset allocation, pension funds, trusts, family offices and endowments). She has been a guest lecturer at London Business School on value investing. Mallika has a BA from Stanford University, an MSc from the London School of Economics, and she has completed the Investment Management Programme at London Business School.