Freee: Ninja Sign Helps Strong Growth in Paying Users; Current Multiples Offer Good Entry
Freee's total revenue grew 52.5% YoY in 1QFY06/2022 driven by strong growth in paying users which was partly contributed by Ninja Sign. Current...
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Money Forward (3994) - 30% Upside Despite Slower Growth
We take a deeper look at the underlying SaaS metrics for MF Business and note some slowing in key KPIs. Even so, on a more conservative growth...
127 Views
Japan Post Holdings Placement - The Final US$8bn Countdown - Shaping up Better than the Last Deal
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). In this note, we will talk about the updates and...
314 Views
San San (4443) - Networking, Not Net Working
San San offers investors exposure to multiple growth megatrends, including Digital Transformation, SaaS market penetration, and work-style reform...
283 Views
Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
240 Views