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Added to YB: 2025-03-19

Pitch date: 2025-03-17

3918.HK [neutral]

NagaCorp Ltd.

+43.5%

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 3.46

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

N/A

Show full summary:
Kathmandu Capital Portfolio Holding: NagaCorp Ltd.

3918.HK (holding update): NagaCorp faces slow Chinese tourism recovery & rising regional casino competition. New Chinese stimulus & Phnom Penh airport opening may boost consumer spending & tourism. Waiting for clearer signs before changing allocation, but backdrop supportive for earnings revival.

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