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Lindsay Whipp
  • Lindsay Whipp
PREMIUM
4307 Nomura Research...
3774 Internet Initia... ... (+10)

PSA IT Service Sector Earnings Review – Key Takeaways: Which Companies...

As we come to the end of earnings season for Japan’s IT Services, analyst Lindsay Whipp reflects on the main takeaways from those results and which companies are in a good position to outperform for the full year.

4307 NOMURA RESEARCH INSTITUTE LTD.
3774 INTERNET INITIATIVE JAPAN
MSFT MICROSOFT CORPORATION
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
3394 JT MONEY FOWARD
3697 JT SHIFT INCORPORATED (3697 JT)
4180 JP APPIER GROUP
4259 JT EXAWIZARDS INC
4194 VISIONAL INC
02/22/24 February 22, 2024 1 EN
Lindsay Whipp
  • Lindsay Whipp
PREMIUM
7752 Ricoh Company ...
4568 Daiichi Sankyo ... ... (+19)

PSA ERP Software: A Month of Respite for SaaS Stocks – A Sector Update

Many of Japan’s SaaS stocks have enjoyed a rally over the past month. They are still trading on attractive EV/S ratios, so in this report we make a brief analysis of each company and how it is performing relative to peers.

7752 RICOH COMPANY LTD.
4568 DAIICHI SANKYO COMPANY LIMITED
4666 PARK24 CO. LTD.
6758 SONY CORPORATION
7203 TOYOTA MOTOR CORP.
9064 YAMATO HOLDINGS CO. LTD.
MSFT MICROSOFT CORPORATION
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
4180 JP APPIER GROUP
ME 23ANDME HLDG CO
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
123F 123FAHRSCHULE SE
Z29 029 GROUP SE
12/05/23 December 5, 2023 1 EN
Lindsay Whipp
  • Lindsay Whipp
PREMIUM
4180 JP APPIER GROUP

PSA ERP Software: An Introduction to Appier Group Inc (4180 JT) – Coul...

In this report, we take a look at Taiwan-based, Japan-listed Appier, an AI marketing SaaS company with a truly global presence. With a strong suite of AI-powered marketing tools that should set it up for continued growth. Continued fast growth will be key for the company amid risks of future commoditisation of AI tools.

09/15/23 September 15, 2023 1 EN
Zhen Zhou Toh
  • Zhen Zhou Toh
EUR 93.18
4180 JP APPIER GROUP

Appier Placement - Selldown by various investors

Several shareholders of Appier are looking to sell about 11m shares of the company in an International Secondary placement. In this note, we share our thoughts on the selldown and run the deal through ECM framework.

09/28/21 September 28, 2021 7 EN
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