Professional
Added to YB: 2024-12-30
Pitch date: 2024-12-29
GCT [bullish]
GigaCloud Technology Inc.
+124.13%
current return
Author Info
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Company Info
GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.
Market Cap
$1.7B
Pitch Price
$17.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.43
P/E
12.66
EV/Sales
1.33
Sector
Distributors
Category
growth
Kathmandu Capital - New Position in GCT
GCT: B2B marketplace for bulky furniture, 84% 5yr CAGR, 100%+ ROTC. Dominant in niche with high barriers. Cost advantage via Asian sourcing, scale logistics. Trades 4.8x EV/EBIT due to "Chinese discount". Expansion to EU, doubling TAM in 3yrs. Expect 100% upside on re-rating or buybacks. Shrugged off short reports.
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