SMS Co. Ltd. (Ticker: 2175) – 3 aging issues in Japan and 3 solutions in SaaS format! 1. Three Aging Related Issues SMS is Tackling Issue 1. Difficulty in obtaining quality care long term: care provider shortage. Issue 2. Severe burden on younger generation: In 1990s, 5.8 workers covered 1 senior’s pension, medical …
Snow Peak (Ticker: 7816) – it’s not PEAKING! I have wanted to highlight Snow Peak for a long time. Then what took me so long? Snow Peak is a company with mainstay activities in the production and sales of outdoor products including camping equipment, climbing gear, garden furniture and apparel. It is a great …
It’s NOT a Hocus Pocus. It’s Shikigaku! (source: Buffet-code.com) BEFORE initiating a position, check to see if the trading volume stays high. 1. What is Shikigaku: It provides consulting services targeting top management and executives, aiming for improving organizational productivity. Established in 2015 by President Mr. Kodai Ando who formerly worked for NTT Docomo and …
Shikigaku Col, Ltd.(Ticker: 7049) It’s not Hocus Pocus. It’s Shikigaku! Read More »
ENECHANGE Ltd. (4169): killing five birds with one stone – As an Energy SaaSer, Enechange is one stock hitting two major investment themes: (1) ENERGY 4Ds (Decarbonation, Digitization, Decarbonation and Decentralization) and (2) SaaS (Recurring Revenues). Stock price may be range-bound for a while. But if the stock can maintain a high trading volume, the …
ENECHANGE LTD (Ticker: 4169) – Climate Tech Leader Read More »
Karadanote is fixing Japanese problems at its core. Therefore, it can grow, and you can benefit from its growth! Technically, it is shifting some of product offering from “one-time sales” to “subscription (recurring) business model”. As the ratio of ARR (annual recurring revenues) rises, so should the stock multiple. However, eagerly waiting for a …
Karada Note Inc. (Ticker: 4014) to the rescue to fight Japan’s child birth decline issue Read More »
A Unicorn IPO from Japan on 9/29/21 Safie Inc (Ticker: 4375) Strong fundamentals and marker issues make this stock a great IPO secondary*. This is a short version of the Safie blog which I would like to let you know before their IPO on 9/29/21. I would likely wait till the stock will form an …
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 …
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 …