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.

TOPIX Inclusion : Giftee (4449) - Bigger Deal, Smaller Impact, Expensive.

TOPIX Inclusion: ODK Solutions (3839 JP): High Impact BLUE Name

Giftee Inc IPO Valuation: Short-Medium Term Success Story with No Moat to Withstand Competition

Giftee Inc: Short-Medium Term Success Story but No Clear Moat to Withstand Competition – Part 1

Equity Bottom-Up

The central premise of Giftee could hardly be more straightforward. It’s all about appealing to our innate desire to receive presents or win prizes. That could be a simple personal thank you gift in recognition of a job well done or a marking campaign by a global brand. Giftee’s platform enables both individuals and consumers to distribute gifts and rewards digitally.     Around two-thirds of Giftee’s sales are to business users; companies looking to boost sales from marketing activities. Incentive marketing is one of many strings to a marketer’s bow. Its principle is simple; take the action we want, and we will give you something in return. The action and reward depends on the kind of business: it may be buying a product, signing up to an email list, completing a survey, or downloading an eBook.  If I were not such a Scrooge, I could even send you a digital latte for hitting the like button below this insight....bah humbug. Giftee for business has been a high growth opportunity for the company since launch. It has slowed this year as businesses have curtailed their advertising budgets due to Covid-19. The stock could be a good way to get exposure to a resumption of corporate advertising.  <section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/177/380/original/c9HTp--giftee-for-business-sales-.png?1607478084" class="editor-image img-responsive" data-smartkarma-image-id="177380"></figure></section>

The central premise of Giftee could hardly be more straightforward. It’s all about appealing to our innate desire to receive presents or win prizes. That could be a simple personal thank you gift in recognition of a job well done or a marking campaign by a global brand. Giftee’s platform enables both individuals and consumers to distribute gifts and rewards digitally.     Around two-thirds of Giftee’s sales are to business users; companies looking to boost sales from marketing activities. Incentive marketing is one of many strings to a marketer’s bow. Its principle is simple; take the action we want, and we will give you something in return. The action and reward depends on the kind of business: it may be buying a product, signing up to an email list, completing a survey, or downloading an eBook.  If I were not such a Scrooge, I could even send you a digital latte for hitting the like button below this insight....bah humbug. Giftee for business has been a high growth opportunity for the company since launch. It has slowed this year as businesses have curtailed their advertising budgets due to Covid-19. The stock could be a good way to get exposure to a resumption of corporate advertising.  

Small Cap Growth: Giftee (4449) - All Wrapped Up

giftee Inc

Small Cap Growth: Giftee (4449) - All Wrapped Up