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Kathmandu Capital's investment thesis on SES-imagotag SA ($SESL.PA) — Q4 2023 | Buyside Digest

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$SESL.PANASDAQSES-imagotag SA

BULL

Kathmandu Capital—SESL.PA

Fund Letter

Q4 2023

Published October 17, 2023

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

SES-imagotag is the undisputed global leader in electronic shelf labels, holding a commanding 50% market share in an underpenetrated retail niche. Kathmandu Capital established...

— Brent Jackson

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