External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Netbay Public Company Limited / Equity Bottom-Up

Key points (machine generated)<ul><li>Netbay is a Thai SaaS company automating data transmission and form completion for businesses and government organizations.</li><li>The company has achieved a 13% CAGR in revenue and EBITDA over the past three years and is trading at 14x its 2024 normalized P/FCF.</li><li>Netbay's e-Customs software facilitates B2G and B2B transactions, focusing on tax services for clients in 2024.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Netbay is a Thai SaaS company automating data transmission and form completion for businesses and government organizations.The company has achieved a 13% CAGR in revenue and EBITDA over the past three years and is trading at 14x its 2024 normalized P/FCF.Netbay's e-Customs software facilitates B2G and B2B transactions, focusing on tax services for clients in 2024.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Netbay Public Company Limited (NETBAY) - Tuesday, Jul 1, 2025

Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

<ul>
<li>Founder-led Technology One has the capability to earn superior returns on capital while expanding predictably and profitably alongside a massive runaway, in our opinion.</li>
<li>Although the share seems a bit elevated at the moment, we feel that the name should be worth following among long-term, quality-focused investors who can wait patiently.</li>
</ul>


Founder-led Technology One has the capability to earn superior returns on capital while expanding predictably and profitably alongside a massive runaway, in our opinion.
Although the share seems a bit elevated at the moment, we feel that the name should be worth following among long-term, quality-focused investors who can wait patiently.


Technology One: Our Top SaaS Pick From APAC

Thematic (Sector/Industry)

<ul>
<li>Originated among venture capitalists to test the quality of young SaaS start-ups, the Rule of 40 has now become often used in the cases of maturer software companies;</li>
<li>We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC region.</li>
</ul>


Originated among venture capitalists to test the quality of young SaaS start-ups, the Rule of 40 has now become often used in the cases of maturer software companies;
We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC region.


Quick Picks: "Rule of 40" Software Superstars Across APAC

Thailand

Netbay PCL develops products and services for integrated e-Business. The Company offers clients a Warehouse Management System that helps in inventory management. Netbay also offers a Free zone Management System product.

Netbay Public Company Limited (NETBAY TB)

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Netbay Public Company Limited (NETBAY TB)

Netbay Public Company Limited (NETBAY) - Tuesday, Jul 1, 2025

Netbay is a Thai SaaS company automating data transmission and form completion for businesses and government organizations.

Value Investors Club (VIC)

Technology One: Our Top SaaS Pick From APAC

Although the share seems a bit elevated at the moment, we feel that Technology One should be worth following among long-term, quality-focused...

Steven Chen

Quick Picks: "Rule of 40" Software Superstars Across APAC

We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC...

Steven Chen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)