Added to YB: 2026-07-06
Pitch date: 2026-07-01
ACP.WA [bullish]
Asseco Poland S.A.
+3.13%
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, and security sectors.
Market Cap
PLN 14.4B
Pitch Price
PLN 176.00
Price Target
N/A
Dividend
7.27%
EV/EBITDA
6.45
P/E
18.60
EV/Sales
1.01
Sector
Software
Category
value
Trident Opportunities | Portfolioupdate Q2 - 2026 - +31,2% YTD - Asseco Poland S.A.
ACP.WA (added to position): Polish IT services co trading ~15x P/E on annualized net income to shareholders. Operations tracking as expected; author bought back shares. Margins expected to improve, offering growing 6-7% yield. If results mirror Sygnity SA, stock is too cheap. Kept small on bumpy road ahead.
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