Added to YB: 2025-10-03
Pitch date: 2025-10-01
ACP.WA [bullish]
Asseco Poland S.A.
+3.54%
current return
Author Info
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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 214.40
Price Target
N/A
Dividend
2.02%
EV/EBITDA
6.82
P/E
23.42
EV/Sales
1.04
Sector
Software
Category
special_situation
Trident Opportunities | Portfolioupdate Q3 - 2025 - +16.7% - Added On: Asseco Poland S.A.
ACP.WA position increased: Polish software co following CSU playbook. 10/15 regulatory approvals secured for Topicus treasury share acquisition, remaining 5 expected by Nov 2024. CEO confident on completion. Moving according to plan per mgmt guidance. Low IQ bet-on-jockey thesis intact.
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