Added to YB: 2025-11-06
Pitch date: 2025-11-03
WTC.AX [bullish]
WiseTech Global Limited
+2.04%
current return
Author Info
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Company Info
WiseTech Global Limited engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
AUD 14.2B
Pitch Price
AUD 69.55
Price Target
N/A
Dividend
0.24%
EV/EBITDA
38.41
P/E
70.85
EV/Sales
18.12
Sector
Software
Category
special_situation
Sustainable’s Substack | October ‘25 Portfolio Review - Purchase Decision: WiseTech Global Limited
WTC.AX: Added second time this year at lows following insider trading allegations against founder Richard White & office raids. Despite 8% portfolio drag, business remains strong. Best risk/reward in portfolio at current levels. Truth of allegations unclear, likely 12+ months to resolve. Will add more on further declines but mindful of position size given concentration risk lesson learned.
Read full article (1 min)