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Emerging Value
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Fat Pitch value - Emerging market finance, PE 3.5
Ideas in Emerging Markets

Fat Pitch value - Emerging market finance, PE 3.5

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Emerging Value
Feb 27, 2023
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Emerging Value
Fat Pitch value - Emerging market finance, PE 3.5
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This is about a company I found when I did the UK small caps A-Z, with a market cap of 95 million GBP

It trades at a PE ratio of 3.6, is growing and is set to pay a 10% dividend at current prices.

Business

The company works in emerging and frontier markets. It borrows mostly to local institutions then issues micro credit to customers.

The returns are enormo…

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