External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

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<ul><li>Arena Bilgisayar is Turkey's second-largest IT distributor led by CEO Serkan Celik, who has successfully turned around the core distribution business and created value from non-core ventures</li><li>Despite appearing undifferentiated, levered, and expensive on the surface, the company's valuation is attractive at 1x tangible book value and 5-7x P/E ratio</li><li>With double-digit annual growth, pre-tax returns on capital exceeding 35%, and Turkey's return to orthodox monetary policy, an investment in Arena could potentially return between 3-5x over the next 5 years, founded in 1991 by former Karma International employees, Arena has a strong history and promising future.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Arena Bilgisayar is Turkey's second-largest IT distributor led by CEO Serkan Celik, who has successfully turned around the core distribution business and created value from non-core venturesDespite appearing undifferentiated, levered, and expensive on the surface, the company's valuation is attractive at 1x tangible book value and 5-7x P/E ratioWith double-digit annual growth, pre-tax returns on capital exceeding 35%, and Turkey's return to orthodox monetary policy, an investment in Arena could potentially return between 3-5x over the next 5 years, founded in 1991 by former Karma International employees, Arena has a strong history and promising future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Arena Bilgisayar (ARENA TI) - Tuesday, Jul 2, 2024

Turkey

Arena Bilgisayar Sanayi ve Ticaret A.S. wholesales computer hardware and software, and consumer electronics products. The Company distributes Hewlett Packard and Compaq products in Turkey.

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Arena Bilgisayar (ARENA TI) - Tuesday, Jul 2, 2024

Arena Bilgisayar is Turkey's second-largest IT distributor led by CEO Serkan Celik, who has successfully turned around the core distribution...

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