Dominant, fast-growing tech play in emerging markets

12 December 2024

The company featured in this report hails from a small and exotic country, but it does not need to hide behind US tech firms such as Google, Apple or Amazon in terms of quality.

One of Europe's most respected finance publications described this company as a case study in management excellence, and one that the entire world should learn from:

• It came out of nowhere and reached #1 market share in several sectors.
• Its financial metrics are off the charts.
• Growth continues at a high pace.

The stock is New York-listed, with a market cap in the low double-digit billions that makes for plenty of trading liquidity.

Whether you compare it to developed market peers or emerging market peers, its valuation is lower by a factor of 2-4x.

A specific event scheduled to take place in the first quarter of 2025 should lead to a re-rating of the stock.

This company offers investors both a 6-12-month angle and a longer-term investment thesis.

Over the next 3-5 years, the stock could 5x.

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