6532 baycurrent
- Japan Guru

- Jun 15, 2025
- 1 min read
One of the largest Japanese comprehensive consulting companies. Strengths in DX
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One of the largest Japanese comprehensive consulting companies. Strengths in DX
"Masculine urge to short 6532 baycurrent (¥1.1 tril mkt cap) :
trades at 32.5x LTM earning (27x NTM) / consultant utilization ratio down to lower 80% / shifting available consultants to sales / low-priced smaller competitors chipping away share / soon-to-be new CEO Kitakaze getting tabloid attention for misrepresenting past career / founder Eguchi somewhat rapidly selling in May - June"
https://x.com/japan_guru_x/status/1934039014417600801