Added to YB: 2026-01-07
Pitch date: 2026-01-02
ACP.WA [bullish]
Asseco Poland S.A.
+1.04%
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 16.0B
Pitch Price
PLN 230.80
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.64
P/E
26.38
EV/Sales
1.15
Sector
Software
Category
growth
Trident Opportunities | Portfolioupdate Q4 - 2025 - +24.8% - Increased Position: Asseco Poland S.A.
ACP.WA (increased position): Major 2025 contributor with simple 'bet on the jockey' thesis. Treasury share acquisition via Topicus approved. Recent earnings beat drove rebound after AI-related software selloff. All segments posted double-digit growth, Non-IFRS profit & net income up significantly more. Meaningful margin expansion still ahead. Main concern: potential dividend tax implications for LLC-held shares.
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