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Recruit Holdings (6098 JP)
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371
Analysis
Industrials
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Japan
Recruit Holdings Co. Ltd. operates information providing services in human resource, housing, bridal, travel, restaurants, beauty, automobiles, and education and more. The company also operate staffing services and advertising business.
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bearish
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TRYT
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30 Jun 2023 15:08
Tryt IPO - Thoughts on Valuation - Even with Optimistics Forecasts, The Firm Isn’t Cheap
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. In this note, we will discuss our thoughts on valuation.
Clarence Chu
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490 Views
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bearish
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TRYT
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29 Jun 2023 01:02
TRYT IPO: The Bear Case
The key elements of the bear case rest on mid-tier revenue growth rates, margin pressure led by rising labour expenses, bottom-tier FCF margin and...
Arun George
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564 Views
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bearish
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TRYT
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28 Jun 2023 15:35
Tryt IPO - Peer Comp - One of the Widest Margins Historically, but Has Lagged over the Track Record
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. We have looked at the company’s past performance in our earlier notes, in...
Clarence Chu
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450 Views
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bullish
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TRYT
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27 Jun 2023 22:05
TRYT IPO: The Bull Case
The key elements of the bull case rest on large addressable markets, favourable market trends, strong pro-forma revenue growth, top quartile EBITDA...
Arun George
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382 Views
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bearish
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TRYT
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27 Jun 2023 10:05
Tryt IPO - The Negatives - Margins Have Consistently Narrowed and Gearing Could Cap Growth
Tryt Inc (9164 JP) is looking to raise about US$460m in its Japan IPO. In this note, we will talk about the not so positive aspects of the deal.
Clarence Chu
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367 Views
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