Added to YB: 2025-03-27
Pitch date: 2025-03-26
ACP.WA [bullish]
Asseco Poland S.A.
+38.99%
current return
Author Info
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, cloud services, and security sectors.
Market Cap
PLN 13.8B
Pitch Price
PLN 152.81
Price Target
N/A
Dividend
1.95%
Sector
Software
Category
N/A
Asseco Poland S.A. - $ACP.WA
ACP.WA: TSS (Topicus subsidiary) acquires 24.84% stake. Expect Constellation-style improvements: margin expansion (15% to 20%+), better capital allocation, new M&A framework. Low valuation (21x P/E, 5x EBITDA), high insider ownership. Risks: TSS execution, Israel exposure. 6-9% revenue growth, potential multiple expansion. Bet on management change.
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