Chatwork Co., Ltd (Ticker: 4448): Japanese Slack and a pure play! Ever since Salesforce acquired Slack for $27.7 Bn in 12/20, I have been looking for a Japanese version of Slack. Salesforce finds a growth potential in messaging apps, correct? Chatwork is a leader in Japanese messaging app space. On top of that, it …
Chatwork Co., Ltd (Ticker: 4448 jp): Japanese Slack and a pure play! Read More »
Robot Payment (Ticker: 4374): A Software as a service (SaaS) company for SaaS clients and profitable at that! Robot Payment is a great stock with supportive SaaS industry back drop. The SaaS industry growth potential is well known. Thus, I would like to focus on the company’s competitive edge against its peers and new entrants. …
Robot Payment (Ticker: 4374): A Software as a service (SaaS) company for SaaS clients Read More »
ArtSpark Holdings (Ticker: 3663) – a anime/manga company which is agnostic to a specific title hit! Warning: I am the first one to admit that the following narrative on ArtSpark may be laced with my emotions which is a serious offense when we are looking for a good stock to buy. 1. Who is ArtSpark? …
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 …