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TibiT
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2022
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Kaspi.kz
TI
TibiT
Community Contributor
Kaspi.kz The Dominant Super App in a Growing Digital Economy
Kaspi.kz represents a compelling investment opportunity, centered on its position as the dominant "super app" in Kazakhstan, a rapidly digitizing economy. The company's integrated ecosystem, spanning payments, marketplace, and fintech services, has fostered a loyal and engaged user base, creating a powerful network effect that drives growth and profitability, evidenced by its exceptional 80.5% Return on Invested Capital (ROIC).
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€176.66
FV
53.2% undervalued
intrinsic discount
20.01%
Revenue growth p.a.
Set Fair Value
0
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On the Beach Group
TI
TibiT
Community Contributor
Sunny Returns with On the Beach
As of 2024, On The Beach (OTB) holds an estimated market share of approximately 3.5% of the UK's online travel agency (OTA) market. This figure is based on the company's reported Total Transaction Value (TTV) of £1.2 billion for the fiscal year 2024 and the broader UK online travel market size of approximately £34 billion (converted from USD 42.6 billion).
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UK£3.33
FV
19.1% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
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1
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