Added to YB: 2025-02-20
Pitch date: 2025-02-18
ACP.WA [bullish]
Asseco Poland S.A.
+62.23%
current return
Author Info
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Company Info
Asseco Poland S.A. produces and sells software products worldwide. The company offers software and IT solutions for banking, payment, insurance, public administration, healthcare, defense and uniformed services, energy and gas, telecommunications and media, cloud services, and security sectors.
Market Cap
PLN 13.3B
Pitch Price
PLN 135.00
Price Target
N/A
Dividend
2.02%
EV/EBITDA
6.82
P/E
23.42
EV/Sales
1.04
Sector
Software
Category
special_situation
Asseco Poland SA ($ACP.WA) - Low IQ Bet-On-The-Jockey Case
ACP.WA: Topicus acquiring 24.84% stake. CSU playbook expected: decentralized ops, recurring revenue focus, performance optimization. 14x adj P/E, potential for multiple expansion. Risks: execution, pending regulatory approval. Bet on CSU's track record (e.g. Sygnity 6x). Complex financials due to NCIs.
Read full article (8 min)