PSA Enterprise Software / IT Services: Obic Co (4684 JT) Growth Now Slowing
Tags: Obic (4684 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), Obic Business Consultants (4733 JT), SAP (SAP GR), Oracle Corp Japan (4716 JT), Oracle (ORCL US), Workday (WDAY US), Sage Group (SGE LN)Obic is a difficult company to criticise. It has OPM higher than 60%, around double that of foreign peers, and has grown OP every year for the past three decades. But quarterly OP and sales growth has been slowing, raising questions about its valuations relative to growth expectations, particularly when compared to global software companies. Lindsay Whipp discusses.
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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