reports
- Lindsay Whipp
PSA IT Services / Software: Enechange (4169 JT) Meets FY23 Filing Dea...
The rollercoaster ride that Enechange (4169 JT) has been on continues. Having declined -13% on 9 July, the shares surged +39% today (10 July), as the firm finally managed to submit its securities report just a day ahead of the final deadline. Analyst Lindsay Whipp reviews how the firm has dealt with the scandal over the accounting treatment of a SPC that purchases the firm’s EV chargers and concludes that Enechange is not out of the woods yet.
- Lindsay Whipp
PSA Software and Services: Enechange (4169 JT) Gets a New Investor
PSA Software and Services: Enechange (4169 JT) Gets a New Investor Enechange is set to get a new large investor in the Japan Investment Corp in a third-party allotment of new shares. While it will dilute existing shareholders we think that the investment is good news.
- 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
- Pelham Smithers
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
ARM ARM CEMENT LTD
TSLA TESLA INC
PG PROCTER & GAMBLE COMPANY
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MCD MCDONALD'S CORPORATION
LRCX LAM RESEARCH CORPORATION
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
TSCON TESCO PLC
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
OCDO OCADO GROUP PLC
PGHL PROCTER & GAMBLE HEALTH
7735 SCREEN HOLDINGS CO. LTD
JE. JUST EAT PLC
6501 HITACHI LTD.
4217 HITACHI CHEMICAL COMPANY LTD.
6920 LASERTEC CORP.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
2340 OPTO TECH CORP.
9984 SOFTBANK GROUP CORP.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
SNAP SNAP INC. CLASS A
SAP SAP SE
WMT WALMART INC.
SOW SOFTWARE AG
TKWY JUST EAT TAKEAWAY.COM N.V.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
UBER UBER TECHNOLOGIES INC.
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
1469157D AUTOSTORE
1250307D DARKTRACE LTD
1036057D GINKGO BIOWORKS INC
3IN 3I INFRASTRUCTURE PLC
QCOM/O QUALCOMM INCORPORATED
SNOW SNOWFLAKE INC. CLASS A
AI C3 AI
SHOP SHOPIFY INC. (SHOP)
ROO DELIVEROO PLC
GFS GLOBALFOUNDRIES INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
- 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
- Lindsay Whipp
INFY INFOSYS LIMITED
GOOGL ALPHABET INC. CLASS A
CRM SALESFORCE.COM INC.
CAP CAPGEMINI SE
9613 NTT DATA CORPORATION
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
8001 ITOCHU CORPORATION
6501 HITACHI LTD.
6701 NEC CORP.
5401 NIPPON STEEL CORP.
8053 SUMITOMO CORPORATION
TCS TATA CONSULTANCY SERVICES LIMITED
3774 INTERNET INITIATIVE JAPAN
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
3626 JT TIS INC
TXG 10X GENOMICS INC CLASS A
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
RRRP3 3R PETROLEUM OLEO E GAS
4169 JT ENECHANGE LIMITED
- Lindsay Whipp
PSA EPR Software / IT Services: Lessons from the FY22 Q3 results at En...
The FY22 (Dec yr-end) Q3 results from Enechange (4169 JT) highlighted the energy industry software company’s need to raise the ratio of its recurring revenue amid the ructions in the electricity market. Lindsay Whipp discusses.
- 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
- Lindsay Whipp
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