PSA ERP Software: An Introduction to Japan’s Accidental Fintech Player – Densan System Co Ltd (3630 JT)
Densan System is a cash rich enterprise solutions company seeing strong demand for its cloud services. That alone should make it interesting right now. What makes it doubly interesting is how it has backed into being a fintech play by turning its convenience store / post office payments service into a banking app for regional banks. From there, it has moved into loan facilitation and insurance factoring. The OPM on the new business appears to be about 35%, massively changing the firm’s earnings profile.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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