KSPI 全部观点

KSPI 这一页 2 条观点条目,其中 0 条方向发生变化。

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《5 Interesting Value Bets From Investing Quadrant》
$KSPI未站边
KSPI估值低且有增长潜力,但波动性高;值得关注以进行进一步分析或寻找入场价格。

哈萨克斯坦的“Kaspi”,那里的综合应用已扩展到土耳其。在土耳其投资后,他们再次提高股息。市盈率很低。该股已经从几个月前的低点回升。这里有哈萨克斯坦,还有土耳其,业务进展顺利。

一切都在增长。不是很多,但看投资,息税折旧摊销前利润(EBITDA)也在增长。嗯,业务以两位数的速度增长。一切看起来都不错。他们还在为Caspi专门构建一个AI驱动的个人助理。

现在每个应用都有自己的个人助理。一切看起来都很有趣。也许我们可以随着时间的推移跟进。我们会把它放在观察名单上。也许如果价格进一步下跌或再次发生什么,鉴于它是一只波动很大的股票,进行深入分析可能很有趣,或者它可能会继续上涨。

你永远不知道。但我已把它放在这里作为一个有趣的赌注来关注,我可能会在接下来的几周里详细写它。

Kazakhstan, " Kaspi", the comprehensive app there that has expanded into Türkiye. They are raising dividends again following the Turkish investment. The price-to-earnings ratio is low.

The stock has already recovered from its lowest levels in a few months. Here we have Kazakhstan, and we have Türkiye, and business is going well. Everything is growing. Not much, but looking at investments, earnings before interest, taxes, depreciation and amortization (EBITDA) are also growing.

Well, businesses are growing at rates in the tens. Everything looks good. They are also building an AI-powered personal assistant specifically for Caspi. Every app now has its own personal assistant.

Everything looks interesting. Perhaps we can follow up on it over time. We will put it on the watchlist. Perhaps if the price drops further or something happens again, and given that it is a very volatile stock, it may be interesting to conduct an in-depth analysis, or perhaps it will continue to rise.

You can never know. But I've put it here as an interesting bet to follow, and I may write about it in detail in the coming weeks.

New Money发布 2026-08-25
《The Super Investors Are Buying BIG.》
$KSPI看涨
Kaspi值得买入:哈萨克斯坦核心业务是增长中的垄断业务,现金流强劲,土耳其扩张提供不对称上行空间。

现在,这个目前对Monish来说只是一个非常小的仓位,但我想把这个包括进来,因为我有一种感觉,未来这可能会成为他一个更大的仓位。

Now, this one only shows up as a very small position for Monish at the current time, but I wanted to include this one because I have a feeling it could be a much bigger position for him in the future.

我这么说的原因是,就在几周前,我和Monish谈了大约一个小时,大部分时间他都只想谈论Kaspi。

And the reason I say that is because just a few weeks ago, I spoke to Monish for about an hour, and most of that time he just wanted to talk about Kaspi.

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