Primer: Zabka Group (ZAB PW) - Aug 2026
Zabka Group is the undisputed leader in the Polish convenience retail market, leveraging a highly scalable, fully-franchised model to operate...
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Zabka Group (ZAB PW): Synthetic Expert Call Transcript (03 Aug 2026)
Transaction Underpinnings & Valuation Play: Alimentation Couche-Tard's cash tender offer of PLN 32.00 per share values Zabka Group at PLN...
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Couche-Tard/Żabka: Full Value, Limited Premium
Couche-Tard is paying full standalone value for Żabka, not full strategic value. High returns on capital justify the valuation, while retained...
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Quiddity Leaderboard SE600 Dec26: Four ADDs/DELs Likely; Three M&A Deals Coming Up
We see Iveco, Recordati, and Zabka triggering intra-review DELs in the SE600 before the December 2026 rebal. Currently, we see Azelis, Asmodee, and...
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Quiddity SE600 Mar26 Results: CSG ADD Confirmed; Many Index Changes
The SE600 index will see eleven changes in March 2026 with a few surprises. The ADDs collectively have around US$160mn and DELs have US$220mn to...
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