VEON (VEON) Expands Digital Finance And AI Infrastructure, Is It Still 36% Undervalued?

Simply Wall St.07-07

VEON (NasdaqGS:VEON) is back in focus after two recent technology partnerships: a Mastercard collaboration on digital finance across several core markets and a Ukraine focused memorandum on AI ready ...

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The 3 year total shareholder...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","AIPO":"Defiance AI and Power Infrastructure ETF","BK4132":"无线电信业务","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VEON":"VEON Ltd","VTHR":"Vanguard Russell 3000 ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October"},"translate_title":"VEON(VEON)拓展数字金融和AI基础设施，仍被低估36%吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VEON":1.5,"QTOC":1.5,"CHAT":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"VTHR":1.5},"content_text":"VEON (NasdaqGS:VEON) is back in focus after two recent technology partnerships: a Mastercard collaboration on digital finance across several core markets and a Ukraine focused memorandum on AI ready data infrastructure. See our latest analysis for VEON. VEON’s recent announcements around digital finance and AI ready infrastructure come as momentum has picked up in the stock, with an 11.45% 90 day share price return and a 22.82% 1 year total shareholder return. The 3 year total shareholder return of 176.00% suggests longer term holders have already seen substantial gains. If you are interested in how other telecom and digital infrastructure plays are using AI, it could be worth scanning the 52 AI infrastructure stocks. After VEON’s sharp move and with the stock trading at a steep discount to both analyst targets and intrinsic estimates, is the market rightly cautious about execution and capital allocation, or is it overly penalising the story? AdvertisementMost Popular Narrative: 36.3% Undervalued VEON's most widely followed narrative suggests a fair value of $83.44 per share against a last close of $53.13, putting a significant gap between the market price and the modeled outcome.  VEON is executing on opportunities to crystallize hidden value in its fast-growing digital and fintech assets (e.g., possible monetization/partial IPOs of JazzCash, Kyivstar listing, or separate tracking structures for digital businesses), which could positively re-rate the stock, unlock shareholder value, and enhance its balance sheet for further growth or returns.  Read the complete narrative. Want to see what sits behind that valuation gap? The narrative leans on steady top line expansion, firm margins, and a future earnings multiple that is still below many wireless peers. Curious which growth and profitability paths have been baked into those cash flow assumptions, and how they combine with the chosen discount rate to reach $83.44? The full storyline joins these moving parts into a single fair value number. Result: Fair Value of $83.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, VEON’s story still carries real execution questions, including exposure to currency swings in core markets and the impact of high gross debt and refinancing needs. Find out about the key risks to this VEON narrative. Next Steps This mix of optimism and concern around VEON will mean different things for each investor. Review the key data points now and weigh both sides using the 5 key rewards and 1 important warning sign. Looking for more investment ideas beyond VEON? If VEON has caught your attention, do not stop there. Use the Simply Wall Street Screener to widen your watchlist with stocks that fit your style.  Target potential mispricing by reviewing companies flagged in the 41 high quality undervalued stocks that combine quality fundamentals with discounted market prices. Strengthen your downside protection by scanning the 74 resilient stocks with low risk scores focused on resilient businesses with lower risk scores. Get ahead of the crowd by checking the screener containing 18 high quality undiscovered gems that highlights under the radar companies with solid fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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