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4019 STMN

  • Writer: Japan Guru
    Japan Guru
  • Nov 24
  • 1 min read

Mainly operates the information sharing and problem-solving cloud service "TUNAG."

 
 
 

2 Comments


Japan Guru
Japan Guru
Nov 24

"This one is a solid company increasing seats/custo. One thing they could do is the CEO directly calling Ichiyoshi to initiate coverage. It just needs a bit more liquidity and should re-rate a bit, imv. Too small."


https://x.com/teddy_okuyama/status/1990238942764167355?s=20

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Japan Guru
Japan Guru
Nov 24

"Guess the market didn't like it - not exactly sure why (maybe margins?). Now at 2.2x EV/ARR for ~40% organic growth. Heck, getting into

@atelicinvest's valuation range now."


https://x.com/BerkelKip/status/1990231105421836775?s=20

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