My Thesis
VEON Ltd. (VEON) is a Seeking Alpha Quant “Strong Buy” currently trading at what I believe is a discounted valuation of just $3.3 billion in market cap and $6.2 billion in EV. VEON is a multinational telecommunications and digital services operator serving customers in five frontier markets that collectively represent about 7% of the world’s population,...
Summary
SunCar has built an innovative cloud service and mobile app that digitalize the automotive aftermarket and eInsurance sectors in China.
SunCar’s cloud platform is critical to China’s EV manufacturers as it delivers leading technology, a user-friendly mobile App, and China-wide scope.
In FY 2023 SunCar registered almost 30% overall revenue growth and 80%...
