Highly Differentiated Ideas and Insights, Made in Japan

Made in Japan

Highly Differentiated Ideas and Insights

The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.

Thematic (Sector/Industry)

<ul><li>It’s been no secret that Japan has not been the most technologically forward society in the world…</li><li>As a consumer, it was only a few years ago you’d be carrying hard cash to pay for most things as many shops wouldn’t let you pay with your card.</li><li>If you’re an employee, the chances are that your office is still using a fax in one capacity or another. </li></ul>

It’s been no secret that Japan has not been the most technologically forward society in the world…As a consumer, it was only a few years ago you’d be carrying hard cash to pay for most things as many shops wouldn’t let you pay with your card.If you’re an employee, the chances are that your office is still using a fax in one capacity or another. 

Equity Bottom-Up

<ul><li>Well okay I’m not a fan of EBITDA and it’s more like 6x EBIT but I thought it’ll grab your attention (…sorry!) and its another microcap, I’ve been writing about a few of them but hope to share more write-ups on larger, liquid businesses too.</li><li>I’m sharing my quick-ish thoughts on a business I’ve looked at since I’ve been asked about this one a few times.</li><li>I do not own it currently, but thought this might be helpful to those researching. I can see why it’s interesting/mispriced but I’ll also share some nuances worth considering.</li></ul>

Well okay I’m not a fan of EBITDA and it’s more like 6x EBIT but I thought it’ll grab your attention (…sorry!) and its another microcap, I’ve been writing about a few of them but hope to share more write-ups on larger, liquid businesses too.I’m sharing my quick-ish thoughts on a business I’ve looked at since I’ve been asked about this one a few times.I do not own it currently, but thought this might be helpful to those researching. I can see why it’s interesting/mispriced but I’ll also share some nuances worth considering.

A SaaS company trading at 4.8x EBITDA and ready to re-accelerate...?

Japan

Atled Corp. develops and markets work flow software packages. The Company offers solutions for efficiency, automation, and internal control for office works such as processing approval documents. Atled conducts its business in Japan.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Atled Corp (3969 JP)

Why I think Japanese SaaS is undervalued

It’s been no secret that Japan has not been the most technologically forward society in the world…As a consumer, it was only a few years ago you’d...

Made in Japan

A SaaS company trading at 4.8x EBITDA and ready to re-accelerate...?

Well okay I’m not a fan of EBITDA and it’s more like 6x EBIT but I thought it’ll grab your attention (…sorry!) and its another microcap...

Made in Japan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)