Earnings update: Cafom
Cafom is a french nano cap. A hidden gem. Operating in something that is like Emerging markets, and Europe:
So: here, and
Here
And also here we can see the BUT and Darty Store on Reunion Island.
And here in Europe:
In my past article ($) I did a history + introduction to the group publicly, then a full analysis. 2 years later, the stock did not move.
CAFOM analysis
Cafom is a French small cap with two businesses that dominate two niches. The full name is “Centrale d'achat française pour l'Outre-mer”.
in 2024, there were Riots and some destroyed shops.
Not surprisingly to me, earnings were good. E-commerce remains strong, and overseas retail is resilient and well protected from competition.
Amazon does not deliver in the Amazon.
Why is it an opportunity? This company retail operation is resilient, and the E-commerce runs the Amazon Playbook.
And valuation also..is..Very french small caps.