Added to YB: 2024-01-24
Pitch date: 2024-01-24
GB [bullish]
Global Blue Group Holding AG
+59.36%
current return
Author Info
@PaulBieber is a former sell-side analyst that shares stock pitches on Twitter. Follow on Twitter
Company Info
Global Blue Group Holding AG, together with its subsidiaries, provides technology and payments solutions for merchants, acquirers, customs, authorities, travelers, shoppers, and guests in Europe, the Asia Pacific, and internationally.
Market Cap
$1.6B
Pitch Price
$4.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.00
P/E
25.28
EV/Sales
4.20
Sector
Financial Services
Category
turnaround
Small Cap Opportunities - Global Blue Group Holding ($GB)
$GB: Broken SPAC, leader in VAT refunds, cheap bet on China travel & luxury recovery. Slow but steady EBITDA growth expected. Pre-COVID $200M EBITDA target conservative given 30% luxury inflation. Tencent bought 10% at $5.50 in Nov, now $4.70.
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