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Added to YB: 2024-02-15

Pitch date: 2024-02-10

3918.HK [bullish]

NagaCorp Ltd.

+84.65%

current return

Author Info

No bio for this author

Company Info

NagaCorp Ltd., an investment holding company, manages and operates a hotel and casino complex in the Kingdom of Cambodia.

Market Cap

HKD 1.9B

Pitch Price

HKD 2.69

Price Target

N/A

Dividend

N/A

EV/EBITDA

7.31

P/E

16.92

EV/Sales

3.49

Sector

Hotels, Restaurants and Leisure

Category

turnaround

Show full summary:
Kathmandu Capital Portfolio Holding - NagaCorp

NagaCorp faces challenges from SE Asia scams & slow China tourism recovery worsened by founder's passing triggering selloff but we see overreaction Succession plan intact Talks w/ insiders show strong gov relations Attractive risk/reward given moat & valuation Will monitor developments

Read full article (1 min)