Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Appier (4180) | Five Reasons to Remain Bullish

Appier (4180) | Why Has the Stock Outperformed?

Appier (4180) Nearing A TSE Prime (And TOPIX) Announcement?

TOPIX Inclusion Pre-Event: Appier Group (4180 JP)

Appier – Baby Thrown Out With the Bathwater Number One

Equity Bottom-Up

<ul>
<li>The stock is down 54% over the past year despite 41% revenue growth. We see 3 key drivers in 2022.   </li>
<li>Appier is growing rapidly in the US, a much bigger market than its home market of North Asia. </li>
<li>Appier is at the forefront of digital transformation, benefitting from structural DX of marketing functions and increased use of 1st party data.</li>
</ul>


The stock is down 54% over the past year despite 41% revenue growth. We see 3 key drivers in 2022.   
Appier is growing rapidly in the US, a much bigger market than its home market of North Asia. 
Appier is at the forefront of digital transformation, benefitting from structural DX of marketing functions and increased use of 1st party data.


Appier (4180 JP) - Eating the Cookie Crumbs