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Added to YB: 2025-01-22

Pitch date: 2024-12-04

MHPC.L [bullish]

MHP SE

+63.76%

current return

Author Info

No bio for this author

Company Info

MHP SE, together with its subsidiaries, engages in the poultry and related business in Ukraine and internationally.

Market Cap

$620.8M

Pitch Price

$4.36

Price Target

29.00 (+330%)

Dividend

N/A

EV/EBITDA

3.82

P/E

4.17

EV/Sales

0.71

Sector

Food Products

Category

value

Show full summary:
MHP SE - $MHPC.L

MHPC.L: Vertically integrated Ukrainian poultry leader, 55% market share, 30% EBITDA margin. $165M FCF in 2023 (1/3 of market cap). 10% growth, 14x FCF target multiple. $29 price target (6.5x upside). Risks: war, corruption, hyperinflation, financing. Catalyst: war's end. Cheap at 2x normalized FCF.

Read full article (6 min)