Added to YB: 2026-01-08
Pitch date: 2026-01-01
ACP.WA [bullish]
Asseco Poland S.A.
+4.59%
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 16.0B
Pitch Price
PLN 226.60
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.64
P/E
26.38
EV/Sales
1.15
Sector
Software
Category
special_situation
2025 in Review - First Year of Hardcore Investing - Asseco Poland S.A.
ACP.WA (added aggressively): Polish VMS acquirer nearly doubled from 115 PLN entry, diversified across dozens of cos/industries providing defensibility vs AI disruption fears. Expects fat special dividend from Topicus treasury share sale + Sapiens sale. 27% position size to normalize post-dividends.
Read full article (2 min)