Professional
Added to YB: 2024-12-20
Pitch date: 2024-12-18
KSPI [bullish]
Joint Stock Company Kaspi.kz
-23.11%
current return
Author Info
No bio for this author
Company Info
Joint Stock Company Kaspi.kz, together with its subsidiaries, provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
Market Cap
$7.4T
Pitch Price
$99.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.27
P/E
6.79
EV/Sales
2.03
Sector
Consumer Finance
Category
growth
Kathmandu Capital Portfolio Holding: Kaspi.kz
KSPI: Shares down 22% on Culper short report. Claims of Russia sanctions risk unfounded. Top idea, position increased. Acquisition of 65.4% in Hepsiburada (Turkey's #2 e-commerce) opens larger market. Turkish gov't actions favor Hepsiburada vs Alibaba-backed Trendyol. Expect re-rating on growth potential.
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