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.

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

Thematic (Sector/Industry)

<ul><li>Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.</li><li>I know what you’re thinking, we are severely lacking creative names…</li><li>We’re 8+ full months into the year, but I’ll take a jab at an important deadline that we passed in Japan.</li></ul>

Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.I know what you’re thinking, we are severely lacking creative names…We’re 8+ full months into the year, but I’ll take a jab at an important deadline that we passed in Japan.

Logistics in Crisis? the 2024 Problem: Part 1

Japan

Kantsu Co., Ltd. provides logistics services. The Company provides logistics outsourcing, inventory management, warehousing, refrigerated storage, and distribution services. Kantsu serves customers in Japan.

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Kantsu (9326 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

Logistics in Crisis? the 2024 Problem: Part 1

Japan seems to have some kind of ‘problem’ every year. As in, we have a ‘2024 problem’, the 2025 digital cliff, the ‘2027 problem’.

Made in Japan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)