Added to YB: 2025-12-26
Pitch date: 2025-12-23
NORTHM.CO [neutral]
North Media A/S
+10.11%
current return
Author Info
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Company Info
North Media A/S develops and operates platforms for transactions between businesses and consumers in Denmark, Sweden, and Norway.
Market Cap
DKK 883.2M
Pitch Price
DKK 44.50
Price Target
N/A
Dividend
2.55%
EV/EBITDA
0.73
P/E
16.39
EV/Sales
0.07
Sector
Media
Category
value
A handful of Danish special situations worth monitoring - North Media A/S
NORTHM.CO (pass): Trades DKK 840M below stock portfolio value + DKK 242M real estate vs DKK 740M market cap, but founder Richard Bunck (86, 57% owner) shows no shareholder alignment despite obvious value. Recent mgmt turnover & asset sales unclear catalyst. Governance discount makes this a pass despite deep value metrics.
Read full article (2 min)