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Kathmandu Capital's investment thesis on NagaCorp ($3918.HK) — Q4 2023 | Buyside Digest

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$3918.HKNASDAQNagaCorp

BULL

Kathmandu Capital—3918.HK

Fund Letter

Q4 2023

Published October 17, 2023

View Fund Profile

$3.33USD

+2.5% vs last month

$3.35Pitched

-0.6% since pitch

Market Cap$14.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Nagacorp is a structurally low-cost monopoly casino operator based in Phnom Penh, Cambodia, trading at a decade-low forward P/E of 6.3x. Despite short-term headwinds...

— Brent Jackson

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