Added to YB: 2025-01-14
Pitch date: 2025-01-13
KSPI [bullish]
Joint Stock Company Kaspi.kz
-17.38%
current return
Author Info
@blondesnmoney (aka cluseau) shares the stocks they are buying on Twitter and their newsletter. Sign up for the newsletter.
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
$92.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.27
P/E
6.79
EV/Sales
2.03
Sector
Consumer Finance
Category
value
Kaspi.kz: Undervalued Dividend Stock or Buyback Opportunity?
KSPI: Added 200 @ $87. Fwd metrics excellent. Sub 9x cheap despite Kazakhstan's payment network crackdown. Kazakh macro strong: demographics, trade surplus (crude, U308, gold exports), FX reserves. Prefer share repurchase over $7.20 dividend. Risks: regulatory pressure, FX volatility.
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