Added to YB: 2025-03-27
Pitch date: 2025-03-26
ACP.WA [bullish]
Asseco Poland S.A.
+0.96%
current return
Author Info
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Company Info
Asseco Poland S.A. develops and sells software products primarily in Poland, rest of Europe, the United States, Israel, Africa, and internationally.
Market Cap
PLN 10.7B
Pitch Price
PLN 156.10
Price Target
N/A
Dividend
2.33%
Sector
Software
Category
N/A
Show full summary:
Asseco Poland S.A. - $ACP.WA
ACP.WA: TSS (Topicus subsidiary) acquires 24.84% stake. Expect Constellation-style improvements: margin expansion (15% to 20%+), better capital allocation, new M&A framework. Low valuation (21x P/E, 5x EBITDA), high insider ownership. Risks: TSS execution, Israel exposure. 6-9% revenue growth, potential multiple expansion. Bet on management change.
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