Professional
Added to YB: 2025-03-19
Pitch date: 2025-03-17
GCT [neutral]
GigaCloud Technology Inc.
+174.78%
current return
Author Info
No bio for this author
Company Info
GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.
Market Cap
$782.7M
Pitch Price
$14.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.00
P/E
6.69
EV/Sales
0.82
Sector
Distributors
Category
value
Kathmandu Capital Portfolio Holding: GigaCloud Technology Inc.
GCT (holding update - increased position): Soft 4Q24/1Q25 outlook due to macro & tariff concerns. US lacks furniture manufacturing scale & comparable logistics providers. Most furniture now from SE Asia, reducing tariff risk. Trading <5x P/E post sell-off. Seeking opportunities to increase position despite near-term headwinds.
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