Added to YB: 2024-10-21
Pitch date: 2024-07-07
HEPS [bullish]
D-Market Elektronik Hizmetler ve Ticaret A.S.
+23.59%
current return
Author Info
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Company Info
D-Market Elektronik Hizmetler ve Ticaret A.S. operates e-commerce platforms in Turkey. The company operates www.
Market Cap
$38.6B
Pitch Price
$2.84
Price Target
6.18 (+76%)
Dividend
N/A
Sector
Broadline Retail
Category
value
HEPS: From IPO Struggles to Profitability, A Hidden Value Play with 100% Upside
HEPS: Turkish eCommerce leader, +42% revenue, +60% GP, Q2 guide +40-50%. New Amazon-ex CEO prioritized profitability. KPIs improving, esp. orders/customer. 0.6 P/S, $0.8B mkt cap vs $3.9B IPO. Strong growth in ads (+102%), subscriptions (+400%), logistics (+230%). JPM sees +100% upside. Largest tech overweight since EPSIL.
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