PSA Enterprise Software / IT Services: Obic Co (4684 JT) Growth Now Sl...

Tags: Obic (4684 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), Obic Business Consultants (4733 JT), SAP (SAP GR), Oracle Corp Japan (4716 JT), Oracle (ORCL US), Workday (WDAY US), Sage Group (SGE LN) Obic is a difficult company to criticise. It has OPM higher than 60%, around double that of foreign peers, and has grown OP every year for the past three decades. But quarterly OP and sales growth has been slowing, raising questions about its valuations relative...