Tokyo Mothers Market Letter
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Regarding PaywallDear all, I will be putting up a paywall on my Substack (mothersmarket.substack.com) starting next Monday (April 26). But all existing subscribe…
13 hr agoComment 6Share
Expecting Rebound After Recent Selloff
Apr 19CommentShare
Big Ideas for Japanese Small CapsMy newsletter has been featured on TheStreet! This is a breakthrough for me after starting with just 5 subscribers 2 months ago. I really hope i…
Apr 19Comment 4Share
Category: Fintech x SaaS. Mkt cap: ¥226.6bn ($2bn), NTM EV/Sales: 12.4x, Gross margin: 73%, 3yr (FY18-FY20) Sales CAGR: 57.5%, Founded: 2012
Apr 14CommentShare
Category: CRM. Mkt cap: ¥8.7bn ($76mn), NTM EV/Sales: 9.9x, Gross margin: 25.4%, 2yr (FY19-FY20est) Sales CAGR: 30.7%, Founded: 2001
Apr 13Comment 2Share
Category: No Code App. Mkt cap: ¥62.5bn ($568mn), NTM EV/Sales: 19.4x, Gross margin: 57.4%, 3yr (FY18-FY20) Sales CAGR: 58.6%, Founded: 2013
Apr 12CommentShare
Category: Construction Tech. Mkt cap: ¥51.7bn ($470mn), FY20 ARR: ¥1.67bn ($15.2mn), Gross margin: 53.2%, 5yr Sales CAGR: 123%, Founded: 2000
Apr 5CommentShare
Category: Real Estate Tech. Mkt cap: ¥9.0bn ($82mn), LTM EV/Sales: 3.5x, Gross margin: 99.6%, FY17-FY19 Sales CAGR: -3.3%, Founded: 2005
Apr 4CommentShare
Category: MarTech, X-Tech. Mkt cap: ¥38.6bn ($351mn), NTM EV/Sales: 2.6x, Gross margin: 55.6%, FY19-FY21e Sales CAGR: 23.2%, Founded: 2007
Apr 1CommentShare
Category: Space as a Service. Mkt cap: ¥103.1bn, NTM EV/Sales: 3.05x, Gross margin: 38.1%, FY17-19 Sales CAGR 35.2%, Founded: 2005
Mar 29CommentShare
Category: Ad tech / HR tech, Mkt cap: ¥4.2bn, NTM EV/Sales: 0.92x, Gross margin: 29.1%, 3yr Sales CAGR 10.5%, Founded: 2012
Mar 28CommentShare
Category: Real estate tech, Mkt cap: ¥12.5bn ($115mn), NTM EV/Sales: 2.43x, Gross margin: 41%, 3yr Sales CAGR 37.5%, Founded: 2009
Mar 25CommentShare
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