Austrian Post: Risky Opportunity On Inflation In Turkey
Source: SeekingAlpha
2025-03-24 05:00:52 ET
Summary
- Austrian Post stock has gained 2.3% since my hold rating in October 2024, outperforming the S&P 500 which declined 1.9%.
- Despite revenue growth and improved EBITDA in 2024, Austrian Post's stock remains overvalued with projections in mind, justifying a hold rating.
- The company's strong positioning in Central and Eastern Europe and Turkey supports e-commerce growth, but inflationary pressures and lower mail volumes pose challenges.
- I am increasing my price target to $31.20 for 2025, but the stock still shows downside potential, so maintaining my hold rating.
In October 2024, I covered Austrian Post ( OERCF ) with a hold rating. Since then, the stock has gained 2.3% outperforming the S&P 500 which declined 1.9%. The more liquid listing at the Vienna Stock Exchange even gained 8%. That is quite surprising given that our assessment in October did not show any upside based on a valuation in line with the historical trading multiple....
Read the full article on Seeking Alpha
For further details see:
Austrian Post: Risky Opportunity On Inflation In Turkey
Osterreichische Post AG
NASDAQ: OERCF
OERCF Trading
0.0% G/L:
$33.24 Last:
600 Volume:
$33.24 Open:
