Discoveries - Week of January 12th
United Arab Emirates, Mexico, Japan and Sweden
🇦🇪 UNITED ARAB EMIRATES
Social networking and entertainment platform in the Middle East and North Africa, valued at $625M, trading at 4.8x forward P/E, EV/EBITDA of 0.4X, 0.9x P/B, 23-26% earnings and FCF yield, projected revenue and earnings growth 5-10% over 2 years.
Yalla Group Limited YALA 0.00%↑
🇸🇪 SWEDEN
Swedish holding company selling paperboard, paper, and sawn wood products valued at $11B, trading at 4.7x P/E, 0.39 P/B, 20x P/FCF, net margin 25%, 4% ROIC, 10 year EPS CAGR of 24%.
L E Lundbergföretagen AB $LUND $LUND.ST
🇯🇵 JAPAN
Japanese company making sewing machines, valued at $95M, trading at 10x forward P/E, expanded gross, operating and net margins dramatically in the past 5 years (2-5x!), 10% earnings yield, 10% projected revenue growth in the next 2 years.
Matsuya R&D $7317 $7317.JP
🇲🇽 MEXICO
Mexican grocery store operator valued at $3.3B, growing revenue and EPS by 30-40%, trading at 123x forward P/E (just went profitable), 28x EV/EBITDA, very recent IPO.
BBB Foods Inc. TBBB 0.00%↑
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