PSA Interactive Media & Services: Kakaku.com (2371 JT) Scaling Up
Increased purchasing power of their customers is a big positive for online firms because of scaling. Unlike eCommerce companies, which usually only scale at the SG&A level, online services companies like Kakaku.com can scale at both the CoGS and SG&A level if they have the right product. Pelham Smithers thinks that Kakaku.com is proving that it does.Kakaku.com is engaged in the operation of price comparison and other portal websites. Internet Media segment operates a price comparison site "Kakaku.com"comparing various products including computers, home appliances, internet service providers, insurance, food/beverages and cosmetics, restaurant review site "tabelog.com" and other portal sites including a hotel deals and last minute deals site "yoyaq.com," travel-related review and comparison site "4travel.jp," residential real estate portal site "sumaity.com," lifestyle portal site "kinarino.jp," movie information site "eiga.com"and auto enthusiast site "webCG." Finance segment is engaged in the provision of insurance agency services.
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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