PSA ERP Software: SRE Holdings (2980 JT) Update
The news that SRE Holdings is to undertake a large share sale, including both new and existing shares, sent the stock limit down on 3 March, close to its IPO level of ¥2,650. Pelham Smithers considers whether this presents as a new entry point.
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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