2980 SRE Holdings
- Jul 20, 2025
- 1 min read
The group includes real estate and other businesses, and the development of AI algorithms using transaction data is the core of the company.
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The group includes real estate and other businesses, and the development of AI algorithms using transaction data is the core of the company.
"SRE Holdings 2980 seems interesting at the current price. Large end-mkts, Sony sold down stake (20% now)
- 6.5x NTM ARR; ~38% YoY; SaaS only part of overall biz
- SaaS bizes have 26% & 29% OP margins
- FY25 (Q1 now) is an "investment yr"...aim to rip FCF in FY26-27
14x NTM OP"
https://x.com/willschoebs/status/1946069963816751325