KA
kaladorm
Community Contributor
Member since 2024
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Followers25Total number of followers
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Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
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KA
US$23
46.5% undervalued intrinsic discount
kaladorm's Fair Value
Revenue
10.76% p.a.
Profit Margin
15%
Future PE
21x
Price in 2030
US$37.04
Increasing revenue at high costs relies on membership to convert to spend
Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more
320
users have viewed this narrative6users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
KA
US$20.87
66.8% undervalued intrinsic discount
kaladorm's Fair Value
Revenue
10% p.a.
Profit Margin
16%
Future PE
15x
Price in 2028
US$31.74