High Conviction 2025 – Freee: Earnings Beat with Upward Revision to Profit Guidance
freee's 2Q earnings were strong with upward revision to OP guidance. Share price has been up 35% YTD driven by its strengthening profitability...
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Money Forward (3994) | SaaS at a Discount: Margin Expansion and AI Optionality
Money Forward: sustained growth in SaaS revenues, AI-driven TAM expansion, and compelling valuation upside with potential for 20-50% share price...
328 Views
Primer: Money Forward (3994 JP) - Dec 2025
Money Forward is a leading Japanese fintech company capitalizing on the nation's push for digitalization through its dual-engine model: a...
271 Views
Money Forward (3994 JP) | Q3 FY11/25 Results - Better Profitability; Core KPIs In-Line
Money Forward is a leading SaaS player in Japan’s underpenetrated SME market, with strong ARR growth, regulatory tailwinds, and a clear path to...
562 Views
Money Forward (3994) | Banking on Focus; Q3 Preview
Shares of Money Forward have risen 18% since Q2, but a short-term correction is expected as valuation nears fair value estimates
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