Japan Specialist

Mark Chadwick

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/rpa-holdings-inc" target="_blank" data-smartkarma-citation="entities:27105:1" rel="noopener">RPA Holdings Inc (6572 JP)</a> is the Japanese leader in the hottest area of enterprise tech, Robotic Process Automation. </li>
<li>Adoption of RPA in Japan is still low and there is a huge potential addressable market.</li>
<li>RPA's BizRobo platform has hit a growth wobble, but the larger, higher margin Robot Transformation segment is on fire. </li>
<li>The stock trades at an 80% discount to global peers.</li>
</ul>



RPA Holdings Inc (6572 JP) is the Japanese leader in the hottest area of enterprise tech, Robotic Process Automation. 
Adoption of RPA in Japan is still low and there is a huge potential addressable market.
RPA's BizRobo platform has hit a growth wobble, but the larger, higher margin Robot Transformation segment is on fire. 
The stock trades at an 80% discount to global peers.


Small Cap Growth: RPA (6572) - The Digital Workforce

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p>Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots (e.g., Materials, Energy, small-caps, value), the silver lining continues to be that the latter group is not breaking down on an absolute (price) basis. Due to this fact along with several observations highlighted below, we remain bullish. Continue to buy the dips. In today’s report we highlight attractive Groups and stocks within Health Care and Technology: Hospitals, Pet Health, Software, Enterprise Applications, Large-Cap, and Software, Enterprise Applications, Small-Cap.</p>

Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots (e.g., Materials, Energy, small-caps, value), the silver lining continues to be that the latter group is not breaking down on an absolute (price) basis. Due to this fact along with several observations highlighted below, we remain bullish. Continue to buy the dips. In today’s report we highlight attractive Groups and stocks within Health Care and Technology: Hospitals, Pet Health, Software, Enterprise Applications, Large-Cap, and Software, Enterprise Applications, Small-Cap.

United States

Pegasystems Inc. develops customer relationship management software.  The software automates customer interactions across transaction-intensive enterprises. The Company provides its products to customers in the banking, mutual funds and securities, mortgage services, card services, insurance, healthcare management, and telecommunications industries.

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Pegasystems Inc (PEGA US)

Small Cap Growth: RPA (6572) - The Digital Workforce

RPA Holdings Inc (6572 JP)

Mark Chadwick

U.S. Equity Strategy: Buy The Dips

Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...

Vermilion Research

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