Added to YB: 2026-08-19
Pitch date: 2026-08-17
OTEC.OL [neutral]
Otello Corporation ASA
Author Info
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Company Info
Otello Corporation ASA, through its subsidiary, Bemobi provides mobile solutions and platforms for digital payments, customer engagement, microfinance, and digital services in Norway.
Market Cap
NOK 124.6M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
2.64
EV/Sales
42.90
Sector
Software
Category
value
Central Tendency | On a Review of H1 2026 - Otello Corporation ASA
OTEC.OL (holding update): Norwegian holdco, value ~entirely from ~38% stake in Brazilian payments co Bemobi; trades ~18% discount to stake, ~5.2x look-through EV/EBITDA. Bemobi Q2 Payments +34%, SaaS +21% organic, ~30% margins, TPV diversifying off telecom. ~9% div yield funds buybacks (~5% YTD). Board options vest on Bemobi sale = potential value realization catalyst. Brazil macro: 14% rates, 4.5% inflation.
Read full article (3 min)