Added to YB: 2026-04-22
Pitch date: 2026-04-20
ASPO.HE [neutral]
Aspo Oyj
+2.21%
current return
Author Info
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Company Info
Aspo Oyj provides shipping services in Finland, Scandinavia, the Baltic countries, other European countries, and internationally.
Market Cap
EUR 213.1M
Pitch Price
EUR 6.34
Price Target
8.40
Dividend
3.68%
EV/EBITDA
9.59
P/E
11.93
EV/Sales
0.93
Sector
Industrial Conglomerates
Category
special_situation
Monday Delight: 20/04/2026 - Aspo Oyj
ASPO.HE (quick overview): Conglomerate w/ shipping (ESL), chemicals (Telko), logistics. Sold Leipurin for €63M. SOTP: shipping replacement value €336M, Telko €18M EBITA at 13x peers = €169M, +€63M proceeds = €568M total vs €425M EV (30%+ upside). Net of debt = ~70% upside to equity. Strategic review underway to unlock value across segments.
Read full article (1 min)