HMM-A.TO stock pitch - 2024-01-26
$HMM-A.TO: Electrical equipment mfr trades at 5x earnings despite 11% rev CAGR last 7 yrs. Facilities worth mkt cap. Peer $HPS.TO at 18x. If $HMM-A.TO at 50% discount to $HPS.TO, 80% upside (9x earnings). Mispriced due to poor communication of data center & cloud exposure.
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