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

MarketEnterprise Co Ltd / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/marketenterprise-co-ltd" target="_blank" data-smartkarma-citation="entities:29663:1" rel="noopener">MarketEnterprise Co Ltd (3135 JP)</a> (ME) operates a unique online only reuse (or second hand) business.
The business model focuses on niche product verticals that generate high average sales prices and rapid inventory turns. 
The overall market is large but highly fragmented. ME focuses on those areas where it enjoys a competitive advantage. This has resulted in 23% CAGR top-line growth over the past five years.
At a market cap of just US$130m, the stock has yet to be discovered by foreign investors. The underlying business model is clearly aligned with SDG12 for Responsible Consumption and Production.
ME is potential partner for large manufacturers like Panasonic to outsource their reuse programs. 
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MarketEnterprise Co Ltd (3135 JP) (ME) operates a unique online only reuse (or second hand) business.
The business model focuses on niche product verticals that generate high average sales prices and rapid inventory turns. 
The overall market is large but highly fragmented. ME focuses on those areas where it enjoys a competitive advantage. This has resulted in 23% CAGR top-line growth over the past five years.
At a market cap of just US$130m, the stock has yet to be discovered by foreign investors. The underlying business model is clearly aligned with SDG12 for Responsible Consumption and Production.
ME is potential partner for large manufacturers like Panasonic to outsource their reuse programs. 


Small Cap Growth: Market Enterprise (3135) - Sustainable Living