KSPI US (BUY, TP: $170, +53%) Kaspi - CEO Investor Call feedback Updated estimates; dividend paused for Turkey
We held a call with Kaspi’s CEO Mikhail Lomtadze last week to talk Turkey and deep dive into domestic E-Comm opportunities, including Cars, Grocery and Restaurants. We have updated estimates and maintain a positive view on the stock given strong future growth at
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
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We provide debt research on:
- Pan European Telecom Services and Cable
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