DataWalk: cutting-edge technology in a market niche (BUY - initiation of coverage)
We initiate coverage of DataWalk with a BUY rating and a price target (PT) of PLN 305/share, implying 70% upside. DataWalk is a Polish software company that has developed a unique, market-disrupting big data link analytics platform. Thanks to its technology’s numerous competitive advantages and its clear strategy, with a strong focus on growth, the company is growing its customer base rapidly and striving consistently to become a leading global link analytics software vendor. Its ultimate strategic goal is to sell the platform to a strategic investor, after 2024E. Due to its aggressive expansion strategy and clear shareholder return generation, we see DataWalk as a unique option-like investment, with potentially high returns for shareholders.Datawalk SA Formerly known as Pilab SA. Datawalk SA, formerly known as Pilab SA, is a Poland-based a software publisher. The Company specializes in the area of data analysis, offering Business Intelligence solutions. It operates DataWalk, an agile analysis platform, which enables financial and insurance institutions to discover fraud attempts, combat money laundering, as well as analyze and monitor business processes, such as sales, claim adjustment and debt collection, among other applications. The Company operates through Datawalk Inc, its wholly-owned subsidiary based in the United States.
WOOD & Company is the leading investment bank in Emerging Europe. Founded in 1991 and head-quartered in Prague, our footprint spans the region and touches investors around the globe.
A pioneer in Emerging Europe, WOOD executed many of the first CEE equity trades and landmark investment banking transactions. Our electronic trading platform was the first in the region, and remains the best. We are continually expanding our relevance and reach in these ever-evolving markets.
Our equity market share reflects our stature: 7% in Warsaw, 20% in Bucharest, 16% in Hungary, 40% in Prague and 5% in Vienna. Our distribution is unparalleled, with the largest salesforce in the region, servicing a uniquely diverse investor base.
We couple local expertise with a truly international perspective. With offices on the ground in the region, and in key financial hubs such as London and Milano, we are never far from our clients and we remain at the forefront of what’s afoot in the CEE emerging and frontier landscape.
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