Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Equity Bottom-Up

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<li>Japan's leading developer of talent management software, used by companies to manage their staff. Key selling points include staff deployment, periodic evaluations, surveys, training, internal recruitment</li>
<li>Low valuation at 2.1x EV/Sales, long-term operating margin guidance of 20%+ on top of predictable 20-30% sustainable growth</li>
<li>Near-Term catalysts include the recent releases of labor management service “Roum Mate”, budget control system called “Yojitsutic”</li>
</ul>


Japan's leading developer of talent management software, used by companies to manage their staff. Key selling points include staff deployment, periodic evaluations, surveys, training, internal recruitment
Low valuation at 2.1x EV/Sales, long-term operating margin guidance of 20%+ on top of predictable 20-30% sustainable growth
Near-Term catalysts include the recent releases of labor management service “Roum Mate”, budget control system called “Yojitsutic”


Kaonavi Inc

Kaonavi (4435 JP)