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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

PSA Small- and Mid-Cap IT Services: Game of Snakes and Ladders

Analyst Lindsay Whipp considers the small- and mid-cap IT service companies, weighing their generally poor and, arguably, erratic share price performance against their business prospects and valuations, and identifying opportunities.

Lindsay Whipp
  • Lindsay Whipp

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.

Lindsay Whipp
  • Lindsay Whipp

PSA IT Services: Five Takeaways from the IT Service Sector’s Results

Earnings season is over for most of the companies in the IT services sector. Analyst Lindsay Whipp highlights the main takeaways.

Lindsay Whipp
  • 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.

Pelham Smithers
  • 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...

Clarence Chu
  • 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
  • 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.

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: ExaWizards (4259 JT) – Is the Market Missing the Mag...

ExaWizard's shares have dropped nearly 40% since its IPO last December. Analyst Lindsay Whipp muses whether the market missing something?

Lindsay Whipp
  • Lindsay Whipp

ExaWizards (4259 JT) – Don’t be Fooled by a Disappointing Debut

Even though pure play AI start-up ExaWizards fell on its first day of trading, analyst Lindsay Whipp cautions investors to not be fooled by this disappointing debut.

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