Report
Soomit Datta
EUR 9416.00 For Business Accounts Only

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
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Soomit Datta

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