Added to YB: 2024-06-18
Pitch date: 2024-06-14
LETSHEGO.BW [bullish]
Letshego Africa Holdings Limited
Author Info
No bio for this author
Company Info
Letshego Africa Holdings Limited, together with its subsidiaries, provides retail financial services in Botswana, Namibia, Mozambique, Lesotho, Eswatini, Kenya, Rwanda, Uganda, Tanzania, Nigeria, and Ghana.
Market Cap
BWP 2.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-12.33
EV/Sales
N/A
Sector
Consumer Finance
Category
value
Letshego Africa
LETSHEGO.BW: Largest S. African consumer finance co, trading at 0.5x BV & <5x EPS due to macro headwinds. Earnings rebound expected, upside via growth, 10% buyback, buyout or relisting. DAS book (90% loans) limits downside. >1x BV bull case plausible. Mgmt experienced, regular block liquidity.
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