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I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest đź’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at Shva.co.il
Shva is almost a monopoly, the company is a payment transaction business located in Israel which collects a toll for every credit card transaction (also Apple Pay, Google Pay…) via its terminals and SAAS like revenue for leasing and managing its POS terminals.
Company was founded by Israeli banks. Durning2018, pre IPO, Visa and Mastercard both bought a 10% stake in the company instead of competing against it.
At 18NIS per share SHVA market cap is 720M’NIS with 160M’NIS of net cash at balance sheet. —->>
Read 14 tweets
Best opportunities are under followed stocks with good growth trajectory, sustainable business model and reasonable price. I mentioned few ideas during last year the belongs to this category as $GAN, $CDON, $BRAGG. The following idea is also has same characteristics
Cettire (CTT:ASX) recent IPO that trades at Australian stock exchange. Cettire is global luxury online marketplace that should benefit enormously from online luxury segment growth. From my Research Cettier is still at very initial stage of its potential and has huge tailwinds Image
Share trades at 5xEV/S after recent run but still very cheap when considering 470% Rev growth at H1 2021. As always DYODD #IHaveposition thanks for @LevontinCapital for idea 🙏 Image
Read 3 tweets

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