reports
- Lindsay Whipp
- Lindsay Whipp
PSA ERP Software / IT Services: ExaWizards (4259 JT) Fireside Chat
PSA held an online fireside chat with ExaWizards founder and CEO Makoto Haruta on Sep 18, who gave us and the audience some fascinating insights into the progress of enterprise AI in Japan. We have summarised the event in this report.
- Lindsay Whipp
- Lindsay Whipp
- Lindsay Whipp
- Lindsay Whipp
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
- Lindsay Whipp
PSA ERP Software: Japan Mid-Sized Enterprise Software – The Great Sell...
18 months after many Japanese mid-sized enterprise software stocks were sold off, many remain more than 50% lower than their peaks. And yet, these companies continue to grow strong sales. In this report, we take a look at 11 of these companies and at the extent to which their operating performances are reflected in their current valuations.
4307 NOMURA RESEARCH INSTITUTE LTD.
7752 RICOH COMPANY LTD.
8253 CREDIT SAISON CO. LTD.
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
3697 JT SHIFT INCORPORATED (3697 JT)
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
4169 JT ENECHANGE LIMITED
- Pelham Smithers
PSA Market Strategy: Japan Perspective for 2023
At the beginning of every year we publish our PSA Perspective, a report intended as a long shelf-life look at the year ahead. This year Pelham Smithers discusses Japan's economy, the outlook for the stock market, and some stand-out themes and developments for the year. These include the digital yen and the demise of live action entertainment in Japan. We also update our noted PSA Focus List of stocks. Table of Contents Overview 3 Background: 4 Japan’s Economic Outlook 5 Ja...
005930 SAMSUNG ELECTRONICS CO. LTD.
V VISA INC. CLASS A
ATVI ACTIVISION BLIZZARD INC.
LLOY LLOYDS BANKING GROUP PLC
9020 EAST JAPAN RAILWAY COMPANY
9684 SQUARE ENIX HOLDINGS CO. LTD.
9983 FAST RETAILING CO. LTD.
6861 KEYENCE CORPORATION
8411 MIZUHO FINANCIAL GROUP INC.
3349 COSMOS PHARMACEUTICAL CORPORATION
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
9468 KADOKAWA CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6301 KOMATSU LTD.
8058 MITSUBISHI CORPORATION
7011 MITSUBISHI HEAVY INDUSTRIES LTD.
7211 MITSUBISHI MOTORS CORPORATION
6981 MURATA MANUFACTURING CO. LTD.
6902 DENSO CORPORATION
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
4005 SUMITOMO CHEMICAL CO. LTD.
8053 SUMITOMO CORPORATION
6762 TDK CORPORATION
4502 TAKEDA PHARMACEUTICAL CO. LTD.
7203 TOYOTA MOTOR CORP.
9021 WEST JAPAN RAILWAY COMPANY
2413 M3 INC.
7270 SUBARU CORP
6506 YASKAWA ELECTRIC CORPORATION
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
36350 KOEI TECMO
9988 ALIBABA (9988 HK)
3394 JT MONEY FOWARD
4051 JT GMO FINANCIAL GATE (4051 JT)
TSE:4477 BASE INC
4259 JT EXAWIZARDS INC
- Lindsay Whipp
AMZN AMAZON.COM INC.
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
WORK SLACK TECHNOLOGIES INC. CLASS A
NET CLOUDFLARE INC CLASS A
4443 JT SANSAN (4443 JT)
4432 JT WINGARC1ST
4478 JT FREEE KK
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4493 JT CYBERSECURITY CLOUD
3697 JT SHIFT INCORPORATED (3697 JT)
4259 JT EXAWIZARDS INC
4169 JT ENECHANGE LIMITED
- Clarence Chu
ExaWizards IPO Lock-up
ExaWizards raised around US$300m in its Japan IPO in Dec 2021, where its IPO had been priced at the top end of its indicative price range. ExaWizards is an AI service provider in Japan, it develops and delivers AI products with the aim of addressing industry and social issues. Coming up for lockup expiry are the Pre-IPO investors which mainly consists of PE-type/investment funds. While in our view, we would not expect a large block to come from this lockup expiry, we could expect some scatte...
- Pelham Smithers
PSA Strategy: Japan Market Strategy for FY22 Q2
The Japanese stock market is in an interesting phase where the Bank of Japan is supporting the bond market rather than the stock market. While this phase lasts, the dollar should remain above ¥120/$ and perhaps strengthen further against the yen. This report looks at what this phase might mean for the Japanese stock market as a whole, and for stock selection. The PSA Focus List has also been updated.
6770 ALPS ALPINE CO. LTD.
3407 ASAHI KASEI CORPORATION
4751 CYBERAGENT INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
4324 DENTSU GROUP INC.
6728 ULVAC INC.
6981 MURATA MANUFACTURING CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
7915 NISSHA CO.LTD.
7201 NISSAN MOTOR CO. LTD.
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
6762 TDK CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
3436 SUMCO CORPORATION
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
7270 SUBARU CORP
4503 ASTELLAS PHARMA INC.
6506 YASKAWA ELECTRIC CORPORATION
4980 DEXERIALS
68900 FERROTEC CORPORATION
41850 JSR CORPORATION
4385 MERCARI INC.
78320 BANDAI NAMCO
TSE:4477 BASE CO.
3491 JT LTD.
4478 JT GA TECHNOLOGIES
3394 JT FREEE KK
6967 JT MONEY FOWARD
7383 SHINKO ELECTRIC (6967 JT)
4259 JT NET PROTECTIONS HLDGS INC
TSE: 2980 EXAWIZARDS INC
SRE HOLDINGS CORP
- Lindsay Whipp
- Lindsay Whipp
PSA ERP Software / IT Services: ERP Software Small- Mid-Caps – From Gl...
Japanese SaaS and small to mid-sized IT company stock prices have taken huge hits since the market sell off started in mid-November. We take a look at a range of companies and how attractive they are looking now valuations have tumbled.
FB FACEBOOK INC. CLASS A
9613 NTT DATA CORPORATION
4307 NOMURA RESEARCH INSTITUTE LTD.
MSFT MICROSOFT CORPORATION
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
3626 JT TIS INC
WORK SLACK TECHNOLOGIES INC. CLASS A
4443 JT SANSAN (4443 JT)
4432 JT WINGARC1ST
4478 JT FREEE KK
3394 JT MONEY FOWARD
4051 JT GMO FINANCIAL GATE (4051 JT)
6532 JT BAYCURRENT CONSULTING (6532 JT)
3697 JT SHIFT INCORPORATED (3697 JT)
4259 JT EXAWIZARDS INC
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