Discoveries - Weeks of February 24th

Denmark, Croatia, Japan, Portugal, Germany

🇩🇰 DENMARK

Danish offshore wind farm transportation and installation contractor, valued at $1.6B, trading at 11x forward P/E, 7.3x EV/EBITDA, projected growing revenue and EPS by over 100% (!) over the next 2 years.

Cadeler A/S $CADLR.OL $CADLR

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🇯🇵 JAPAN

Japanese digital transformation and data consulting company valued at $330M, trading at 36x forward P/E, 7x EV/Sales, 24x EV/EBIT, projected to grow 50-80% revenue and EPS over the next 2 years. Totally underfollowed, recent IPO.

Globe-ing Inc. $277A.JP $277A

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🇵🇹 PORTUGAL

Portuguese digital sports marketing agency valued at $140M, growing like crazy (5-year revenue CAGR of 70%), trading at 106x P/E, 23x EV/Sales, 1.4x PEG, no analyst coverage and completely underfollowed.

Samba Digital $ALSMB $ALSMB.PT

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🇭🇷 CROATIA

Croatian electrical, transport and energy company valued at $1.3B, trading at 11x P/E, 6x EV/EBITDA, 35x P/FCF, 6% ROE, 7% ROIC.

KONCAR - Elektroindustrija d.d. $KOEI $KOEI.HR

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🇩🇪 GERMANY

German industrial and steel company valued at $4.8B, trading at 9x forward P/E, 0.7x EV/EBITDA, net cash of over $4B, 0.4x P/B, negative 5-year stock performance.

thyssenkrupp AG $TKA.DE $TKA

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