Nie pozwala mi wkleić linku
We initiate coverage of DataWalk with a BUY rating and a price target (PT) of PLN 305/share, implying 70% upside. DataWalk is a Polish software company that has developed a unique, market-disrupting big data link analytics platform. Thanks to its technology’s numerous competitive advantages and its clear strategy, with a strong focus on growth, the company is growing its customer base rapidly and striving consistently to become a leading global link analytics software vendor. Its ultimate strategic goal is to sell the platform to a strategic investor, after 2024E. Due to its aggressive expansion strategy and clear shareholder return generation, we see DataWalk as a unique option-like investment, with potentially high returns for shareholders.