Asseco Poland: Value Gap Closed
Source: SeekingAlpha
2025-03-30 04:22:18 ET
Summary
- Asseco Poland's stock price has surged, aligning its P/E ratio with Accenture, leading us to rate it at fair value and no longer a buy.
- The company continues to show solid profit growth, easily overcoming a few hundred bps in one-off profit hits.
- End markets continue to be quite solid, and the efficiency and operational improvement measures have yielded strong EBIT growth on decent sales growth.
- Now, it may mostly be of interest to dividend growth investors, since we continue to believe in the company's ability to produce secular growth on a decent current yield.
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Asseco Poland: Value Gap Closed
Asseco Poland SA. ADR
NASDAQ: ASOZY
ASOZY Trading
2.84% G/L:
$46.28 Last:
1,157 Volume:
$45 Open:
