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.

Equity Bottom-Up

Raccoon Holdings, Inc. / Equity Bottom-Up

<ul style="list-style-type: disc;" role="list">
<li role="listitem" data-leveltext="" data-font="Symbol" data-listid="1" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">Raccoon is a key beneficiary of Japanese digital transformation. Covid-19 forced many businesses to shift online and B2B commerce was no exception. </li>
<li role="listitem" data-leveltext="" data-font="Symbol" data-listid="8" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">Raccoon is unique because it combines a B2B e-commerce service (Super Delivery) with credit risk underwriting. </li>
<li role="listitem" data-leveltext="" data-font="Symbol" data-listid="8" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">Top line growth has accelerated to 28% YoY for the most recent three quarters, up from 17% a year earlier.  </li>
<li role="listitem" data-leveltext="" data-font="Symbol" data-listid="8" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">The B2B Ecommerce sector is a huge market. We see limited competition and low penetration rates. There is a long runway for growth.  </li>
</ul>


Raccoon is a key beneficiary of Japanese digital transformation. Covid-19 forced many businesses to shift online and B2B commerce was no exception. 
Raccoon is unique because it combines a B2B e-commerce service (Super Delivery) with credit risk underwriting. 
Top line growth has accelerated to 28% YoY for the most recent three quarters, up from 17% a year earlier.  
The B2B Ecommerce sector is a huge market. We see limited competition and low penetration rates. There is a long runway for growth.  


Japan Small Cap Growth | Raccoon (3031) - Wholesale Transformation