PSA Internet: An Introduction to BASE Inc (4477 JT)
BASE has raced up 188% YTD, but it’s not game over yet. PSA Internet analyst Thao Nguyen argues that there is still plenty of upside for the stock thanks to: 1) the push that Covid-19 has given to e-commerce 2) the huge growth potential in Japan, given it lags developed markets in online shopping and cashless payments, and 3) across the ocean in the US, rivals such as Shopify are more than 100x more valuable.
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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