We came across a bullish thesis on SAP SE on Northwest Frontier Capital’s Research’s Substack by Northwest Frontier Capital. In this article, we will summarize the bulls’ thesis on SAP. SAP SE’s share was trading at $272.53 as of August 20th. SAP’s trailing and forward P/E were 42.10 and 39.22 respectively according to Yahoo Finance.
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SAP’s Q2 results reaffirmed the company’s strong fundamentals despite short-term market concerns around a...
