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#	AUTHOR DATE SUBJECT
33	member 11/20/23 3:28PM Competition
Any thoughts on competition? Kaspi's success is pretty obvious and others are trying to build similar "ecosystems". Halyk seems most far along. Any thoughts on their fledgling services like their marketplace? What about ForteMarket? Ozon? The... login to read the rest view available tags
32	member 8/14/23 9:33AM Re: In The Same Boat 31
Hi glune82, welcome to VIC and thanks! I agree with your macro assessment. I didn't like the way Kapsi or rather Mikhail handled the Kolesa acquisition either... He should have done the wiser thing and sold his... login to read the rest view available tags
31	member 8/04/23 1:07PM In The Same Boat
We invested in Kaspi 2 years ago as well and have added to our position along the way, most notably in Q1 2022. Interesting reading this write up now and the exchange of messages especially... login to read the rest 1 view available tags
30	member 3/28/23 7:09AM Re: Re: 2nd Anniversary 29
Pluto, Thanks for your thoughts. I don't generally own banks. I have ended up with two in Kazakhstan - this and Halyk. The results of both are nothing short of astonishing. As I wrote somewhere else,... login to read the rest view available tags
28	member 3/18/23 10:55AM 2nd Anniversary
The results looked good. Do you have any thoughts on the future? Thanks ele view available tags
27	member 10/24/22 4:30AM Re: Re: Re: Dividend / Dividends 26
Next ~1.3 USD dividend coming and you can bet there will be another decent one declared along with Q4 results. The buyback on top remains a rounding error given the liquidity constraints but it is also more than nothing 2 view available tags
26	member 7/25/22 3:38PM Re: Re: Dividend / Dividends 25
Thanks the reply. I am uncertain about the buyback plan. The company's repurchases account for a large percentage of the weekly trading volume. I am happy to get the dividend, and I am happy with their results. view available tags
25	member 7/25/22 10:11AM Re: Dividend / Dividends 24
Hi Ele2996, Sorry, I missed your comment/question. You got the payout number wrong. Last year totalled slightly over 4$ per GDR (over three separate payments) and around 70% of net income. They started slower this year. Partly due to a... login to read the rest view available tags
24	member 4/20/22 5:20PM Dividend / Dividends
Pluto, A very interesting company. The company wrote in their annual review that they have ear-marked 86 billion tenge for distribution. They also wrote , elsewhere, that they are considering a cash dividend or a buy-back of... login to read the rest view available tags
23	member 3/07/22 2:16PM Re: Re: Re: Current situation 14
The geopolitics of Central Asia is probably well above my pay-grade, but I found this article concerning re: Kaz "Putin's speech on February 21st ... is a fundamental revision of the mutual recognition of successor states... login to read the rest view available tags
19	member 3/02/22 9:51PM Re: Re: Re: Re: Re: Re: Re: Current situation 18
is Baring Vostok getting liquidated? outsized move in this into the close (vs other Kazakh names like KAP LI). is anyone shoveling more $ into the furnace here? co is on the tape saying zero impact... login to read the rest -2 view available tags
11	member 12/13/21 3:41AM political picture in KAZ and Ukraine pieces
KAZ political leaders are proud to have Kaspi and it is helping to draw foreign capital into the country. The situation is much preferable vs. having US/foreign tech domination. https://www.eureporter.co/kazakhstan-2/2021/12/07/international-investment-companies-meet-with-kazakh-president/ https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/fintech-kaspi-kz-gets-competition-watchdog-s-approval-to-buy-ukrainian-bank-68025965 Their Ukraine bank purchase got reg approval.... login to read the rest view available tags
6	member 3/24/21 10:57AM lockup / TPV
Just a quick point on the following: "Another thing that gives us confidence that the political situation is in order, is the fact that Mikhail, Baring or Kim are not selling out as quickly as they... login to read the rest 3 view available tags

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			2021	2022
Price:	70.50	EPS	0	0
Shares Out. (in M):	192	P/E	13	0
Market Cap (in $M):	13,540	P/FCF	0	0
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT	0	0

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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