Summary: Temairazu (Hussle-free) makes hotel booking fast and easy for hotels and quests. Currently, there seems to be disconnect between flourishing tourism in Japan and downbeat Japanese travel related stocks. Travel reopened in oct 2022 and overseas visitor arrival has rebounded. But many of travel related stocks has decreased over the last 12 months. Why? …
Temairazu (2477): Is its underperformance justified Read More »
Summary The company has grown globally by serving the niche area which the large construction equipment companies have not focused on. It enjoys a long run way, fueled by global urbanization. Furthermore , this growth comes with a great value preposition. The company’s net worth is 60% of its market cap. 1. Who is Takeuchi …
I uploaded my Orix write up on 5/12. Before I did that, I should have checked their earnings update on 5/11/22 (JST). Their FYE 3/22 earnings were in line with the guidance and shown below: (Source: the CompanyP However, there was a notable change in Orix’s shareholder benefit program. They have announced the cancellation of …
Orix Corp. (Ticker 8591) – Revised but still “Steady as she goes” Read More »
(GRCS stands for Governance, Risk, Compliance and Security) A well-panned GRC strategy affords a company many benefits: fast and effective decision making, improved and targeted IT investments and better cooperation among divisions. It is increasingly important that the companies effectively manage and leverage on risks to grow while adhering to rapidly changing compliance environments. However, …
For my first blog, I have chosen Money Forward (Ticker: 3994), although it is not a newly IPOed company which are already discovered and supported by the institutional investors. Money Forward, as a SaaS based accounting and other back office management provider, symbolizes what Japan sorely needs –digitization of Government and private corporations. In its …