bullish

Tobila Systems: The Monopoly that You Probably Never Heard Of (Even as Its Customer)

Steven has highlighted this Insight as a Top Pick
510 Views20 Mar 2022 17:10
SUMMARY
  • With less than 60 employees, Tobila Systems is the absolute dominator in the space that can make a significant impact on Japan's society;
  • The valuation starts to look attractive while the fundamentals remain sound;
  • Partly benefiting from being the first entrant to this niche with a robust flywheel business model, the company now “monopolizes” both the supply side and the distribution side.
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Steven Chen
Quality-first, Business-perspective Strategy
Urbem (HK) Limited
China & JapanEquity Bottom-UpThematic (Sector/Industry)
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