Highly Differentiated Ideas and Insights, Made in Japan

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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.

Equity Bottom-Up

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<li>Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry.</li>
<li>This particularly interested me because it covers 2 themes I like which are: the 2024 Problem but also the 2025 Digital Cliff (in other words, DX).</li>
<li>The company is Logizard $4391.JP, which is not a Pokemon (You’re thinking about Charizard) but probably the only listed pure-play Warehouse Management System (WMS) SaaS company in Japan.</li>
</ul>


Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry.
This particularly interested me because it covers 2 themes I like which are: the 2024 Problem but also the 2025 Digital Cliff (in other words, DX).
The company is Logizard $4391.JP, which is not a Pokemon (You’re thinking about Charizard) but probably the only listed pure-play Warehouse Management System (WMS) SaaS company in Japan.


Logistics in Crisis ? The 2024 Problem: Part 2

Japan

Future Corporation provides information system and consulting services. The Company offers a variety of services including system design and development of application software.

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Future Corporation (4722 JP)

Logistics in Crisis ? The 2024 Problem: Part 2

Welcome to Part 2 of my logistics series. I’ll briefly talk about a nanocap that could benefit from the shake-up in the logistics industry. This...

Made in Japan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)