Added to YB: 2025-03-05
Pitch date: 2025-03-03
ABE.WA [neutral]
AB S.A.
+1.91%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
AB S.A., together with its subsidiaries, distributes IT products primarily in Poland, the Czech Republic, and Slovakia.
Market Cap
PLN 1.7B
Pitch Price
PLN 101.86
Price Target
N/A
Dividend
1.90%
EV/EBITDA
5.72
P/E
9.52
EV/Sales
0.12
Sector
Electronic Equipment, Instruments and Components
Category
value
Monday Delight: 03/03/25 - AB S.A.
ABE.WA (overview): Largest IT hardware distributor in CEE, facing Polish market weakness. Trading near inventory value. Potential beneficiary of Eastern Europe's economic growth & digitalization. P/E 9.1, P/B 1.1. Comparison to Cancom SE suggests upside in growing market. PLN 1.6B market cap, PLN 1.7B EV.
Read full article (1 min)