Professional
Added to YB: 2024-10-30
Pitch date: 2024-10-28
BAHN-B.ST [bullish]
Bahnhof AB (publ)
+1.69%
current return
Author Info
Alluvial Capital is an investment manager with a focus on overlooked and obscure securities around the world. Sign up for the newsletter.
Company Info
Bahnhof AB (publ) engages in the Internet and telecommunications business in Sweden and rest of Europe.
Market Cap
SEK 6.2B
Pitch Price
SEK 53.10
Price Target
N/A
Dividend
3.45%
EV/EBITDA
17.31
P/E
27.70
EV/Sales
2.73
Sector
Diversified Telecommunication Services
Category
growth
Alluvial Capital Management New Posiition: Bahnhof AB
BAHN-B.ST: Swedish ISP w/ 20% rev CAGR, 27% op income CAGR over 15yrs. Negative working capital (-87 days) funds 75% of capex. 23x P/E (ex-cash), 18x P/EBIT, 5% FCF yield. Mid-teens profit growth expected. Expanding to Nordic countries & Germany. Award-winning speed, service, privacy.
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