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Added to YB: 2025-12-26

Pitch date: 2025-12-23

NORTHM.CO [neutral]

North Media A/S

+13.8%

current return

Author Info

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Company Info

North Media A/S develops and operates platforms for transactions between businesses and consumers in Denmark, Sweden, and Norway.

Market Cap

DKK 858.0M

Pitch Price

DKK 43.41

Price Target

N/A

Dividend

2.63%

EV/EBITDA

-0.46

P/E

4.49

EV/Sales

-0.04

Sector

Media

Category

value

Show full summary:
A handful of Danish special situations worth monitoring - North Media A/S

NORTHM.CO (pass): Trades DKK 840M below stock portfolio value + DKK 242M real estate vs DKK 740M market cap, but founder Richard Bunck (86, 57% owner) shows no shareholder alignment despite obvious value. Recent mgmt turnover & asset sales unclear catalyst. Governance discount makes this a pass despite deep value metrics.

Read full article (2 min)