4019 STMN
- Japan Guru

- Nov 24
- 1 min read
Mainly operates the information sharing and problem-solving cloud service "TUNAG."
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Mainly operates the information sharing and problem-solving cloud service "TUNAG."
"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
"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