Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

Our Takeaways From The Recent Results - Nihon M&A Center, Kakaku.com Inc., ORO Co.

Two Things That We Like About Kakaku.com Inc

Equity Bottom-Up

<ul>
<li>Japanese Internet conglomerate Kakaku.com Inc reported its Q2, FY3/2021 results earlier this week;</li>
<li>Three business segments showed a mixed picture both financially and operationally;</li>
<li>Our quick "stress test" indicates a modest pandemic risk thanks to the flexible cost structure and diversified revenue streams;</li>
<li>The long-term strength of the business remains intact, in our view.</li>
</ul>


Japanese Internet conglomerate Kakaku.com Inc reported its Q2, FY3/2021 results earlier this week;
Three business segments showed a mixed picture both financially and operationally;
Our quick "stress test" indicates a modest pandemic risk thanks to the flexible cost structure and diversified revenue streams;
The long-term strength of the business remains intact, in our view.


Kakaku.com Inc: Our Takeaways Regarding Q2 Results