08/12/2025
Another piece of great research by our VF Research Team
ALLEGRO (ALE:PW)
6M target price PLN55.36
Current Price PLN30.76
https://drive.google.com/file/d/1YXxvKUNNiFsZa8-m_k0RSxlfQhxz_n1g/view?usp=drivesdk
Key Points:
- Allegro cementifies its position in Poland
- Allegro in good place to imprive its delivery services using own One Box network (same day delivery)
- Allegro's build up of own infrastructure indicates an upcoming full scale battle for the Polish parcel market, and potential interest in taking over InPost
- we expect the hostiities to resume after the Christmas Season
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