Opinions Michael Hakes - CFA, MBA
3i Group plcIII.LTOP PICKJul 03, 2026
$2999.00
Stock price when the opinion was issued
$2999.00
As of Jun 27, 2024. Market Open.
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TOP PICK
Investment company run in a private-equity style -- buy a company, lever it up, sell at (hopefully) 2-3x what they paid. But uniquely, all capital is only internal shareholder capital -- no funds, no outside investments.
Largest investment (about 75% of company value) is in Action, a discount store right across continental Europe. One of the best stories in retail growth on sales and locations. Opportunities in Asia and, perhaps, US. Scale is a big advantage. (Price target in pounds.) Yield is 2.43%.
Jamie Murray Owned
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Investment company with private-equity holdings. Stock weak since November 2025 when Action stores (making up 75% of its NAV) saw a big slowdown. Action is like a Dollarama. As a whole, Action is growing quickly in Europe, with 3000 stores in Europe across 13 countries. Company sees potential for almost 5000 more stores.
(Analysts’ price target is $3262.00)He expects a recovery over next 18 months. (Target price in pounds.) Yield is 3.25%.