PSA ERP Software: TIS (3626 JT) FY24 Q2 preview
Ahead of its FY24 Q2 results on 31 Oct, Lindsay Whipp outlines the key drivers for TIS, with eyes on whether the order book has improved to provide a potential calayst for the shares – shares of which are on undemanding valuations, despite the 20% YTD gain in the share price.
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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