Nikkei ends at 1-month low, uncertainty around reopening, positioning safely
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…
Expecting Rebound After Recent Selloff
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…
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
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
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
Category: Construction Tech. Mkt cap: ¥51.7bn ($470mn), FY20 ARR: ¥1.67bn ($15.2mn), Gross margin: 53.2%, 5yr Sales CAGR: 123%, Founded: 2000
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
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
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
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