reports
- Thao Nguyen
- Thao Nguyen
PSA Communications Services: Giftee (4449 JT) – A Revisit
The share price of Giftee has surged 69% QTD, bringing it up 3% YTD, as investors bought into prospects of an earnings beat for FY22. In this report, analyst Thao Nguyen reviews the company’s current status and evaluates whether or not the current price level is attractive.
GIFTEE sees a downgrade to Negative on account of less fundamental sta...
The independent financial analyst theScreener just lowered the general evaluation of GIFTEE (JP), active in the Software industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date February 15, 2022, the closing price was JPY 955.00 and its target price was estima...
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Market Strategy: The Japan Perspective 2022
Although the Japanese economy, politics and stock market seem to be where they were this time last year, there is a seismic shift going on in the way the Japanese stock market behaves that could make investing in Japan in 2022 quite different to previous years. We look at how and why this shift has taken place and what it means for investing in Japan in the coming year.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
JNJ JOHNSON & JOHNSON
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
ADBE ADOBE INC.
PRU PRUDENTIAL FINANCIAL INC.
RAND RANDSTAD NV
6770 ALPS ALPINE CO. LTD.
9437 NTT DOCOMO INC.
9697 CAPCOM CO. LTD.
4922 KOSE CORPORATION
4519 CHUGAI PHARMACEUTICAL CO. LTD.
6367 DAIKIN INDUSTRIES LTD.
7735 SCREEN HOLDINGS CO. LTD
9020 EAST JAPAN RAILWAY COMPANY
7717 V-TECHNOLOGY CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
4324 DENTSU GROUP INC.
7741 HOYA CORPORATION
6861 KEYENCE CORPORATION
6586 MAKITA CORPORATION
4911 SHISEIDO COMPANY LIMITED
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
8002 MARUBENI CORPORATION
8058 MITSUBISHI CORPORATION
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6902 DENSO CORPORATION
6594 NIDEC CORPORATION
7915 NISSHA CO.LTD.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
8604 NOMURA HOLDINGS INC.
9984 SOFTBANK GROUP CORP.
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
4502 TAKEDA PHARMACEUTICAL CO. LTD.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
9021 WEST JAPAN RAILWAY COMPANY
2413 M3 INC.
6098 RECRUIT HOLDINGS CO. LTD.
6178 JAPAN POST HOLDINGS CO. LTD.
7270 SUBARU CORP
6506 YASKAWA ELECTRIC CORPORATION
TTD TRADE DESK INC. CLASS A
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
40978Z HUAWEI TECHNOLOGIES CO
0530153D ALPHABET HOLDING CO INC
VOW VOLKSWAGEN (VOW GR)
9434 SOFTBANK CORP.
4449 GIFTEE
78320 BANDAI NAMCO
3491 JT BASE CO.
TSE:4477 LTD.
6967 JT GA TECHNOLOGIES
BASE INC
SHINKO ELECTRIC (6967 JT)
- Thao Nguyen
Giftee (4449 JT) Clouded with Uncertainties
The share price of Giftee has declined by 33% since its FY21 Q3 earnings release on 12 Nov as the company’s two biggest revenue generators – giftee for Business and Regional e-current etc – are facing challenges. Until we can form a better idea of Giftee’s outlook, which depends substantially on the Covid-19 situation, we can’t expect the share price to be on a recovery path.
- Thao Nguyen
PSA Internet: Giftee (4449 JT) – Initiation
The Covid-19 pandemic has fostered virtual communications between individuals and has accelerated corporates’ digital transformation push. This provides a favourable environment for Japan’s digital gift market. In this report, analyst Thao Nguyen describes the market leader Giftee’s different businesses and outlook as the shift to eGift in Japan continues.
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