Professional
Added to YB: 2025-07-03
Pitch date: 2025-07-01
ACP.WA [neutral]
Asseco Poland S.A.
+7.87%
current return
Author Info
No bio for this author
Company Info
Asseco Poland S.A. produces and sells software products worldwide. The company offers software and IT solutions for banking, payment, insurance, public administration, healthcare, defense and uniformed services, energy and gas, telecommunications and media, cloud services, and security sectors.
Market Cap
PLN 13.3B
Pitch Price
PLN 205.80
Price Target
N/A
Dividend
2.02%
EV/EBITDA
6.82
P/E
23.42
EV/Sales
1.04
Sector
Software
Category
special_situation
ValueHunt H1 25 – First Time Sharing Performance - Asseco Poland S.A.
ACP.WA (holding update): Asseco Poland up 55% since initial purchase (43% on full position). Thesis centers on 'bet-on-the-jockey' approach, following successful investors like Constellation Software and Pinetree Capital. Awaiting regulatory approval as next catalyst. Position size: 16.7%.
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