Added to YB: 2023-12-25
Pitch date: 2023-12-15
KSPI.IL [bullish]
Joint Stock Company Kaspi.kz
-13.19%
current return
Author Info
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Company Info
Joint Stock Company Kaspi.kz, together with its subsidiaries, provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
Market Cap
$7.4T
Pitch Price
$88.32
Price Target
150.00 (+96%)
Dividend
N/A
EV/EBITDA
3.27
P/E
6.79
EV/Sales
2.03
Sector
Consumer Finance
Category
growth
Kaspi – The future Wechat of Central Asia? – A destination analysis
KSPI: Domnt Kazak fintech w/ versatile superapp, 70% dgtal pymnt share domestically; exploring Cntrl Asia growth via M&A; risks: political instability, KZT deval, high inflation; 100x unlikely, 10x possible w/ regional wins+new svcs like e-grocery; cheap PE reflects geopolit risk.
Read full article (24 min)