SOFINA - Sofina's Bijou : Byju's
Awaiting the publication of Sofina’s newsletter on July 22nd, we take a closer look at Sofina’s star investment Byju’s, who recently achieved a decacorn status (>$10b). We also elaborate on the global edtech industry and the strong growth potential it has in store. After taking a closer look at some other promising stakes within Sofina Growth, we conclude that Sofina still has plenty of hidden gems in the pipeline. Based on the strong positioning of Sofina both geographically and sector wise, we justify its strong stock performance in 2020 and hence increase our TP from € 190 to € 240 ps. Hold maintainedSOFINA is an investment company whose portfolio consists of shareholdings in various companies. Co. manages a portfolio of long-term and short-term investments. Its portfolio comprises investments in companies which are active in sectors such as: Energy and Services (GDF Suez, Suez Environnement, bioMerieux and Exmar); Retail (Colruyt, Delhaize); Consumer goods (Danone, Rapala, B & W Group, and Chapoutier); Satellite operators (SES); Finance Companies (Eurazeo, Caledonia, Luxempart, RAB Capital); Industry (Petit Forestier, Landis + Gyr, Carbone Lorraine and Deceuninck) and Alternative assets (Private equity, Hedge funds).
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