Daily Ideas·Pitch·TBCG.L·2024年6月13日

TBCG.L stock pitch - 2024-06-14

Karrim Hajee
YellowBrick

TBCG.L: Profitable Georgian bank at 3x 2024E P/E, 0.7x P/B, 26% ROE. 12% div yield. High-growth digital bank in Uzbekistan a free option. Trades GBp 2,700 on political turmoil; intrinsic value >GBp 6,000. Positioned to gain from new multipolar world order & trade routes.

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