Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Equity Bottom-Up

<ul>
<li>An emerging leader in online software for the Japanese private education industry, run by a young founder-CEO with skin in the game</li>
<li>Cheap at just 1.7x EV/Sales with a 20% target operating margin and 20-30% sustainable growth</li>
<li>Question marks include outsourcing of coding to third-party firms in the PRC, the potential impact of generative AI tools and less-than-ideal capital allocation</li>
</ul>


An emerging leader in online software for the Japanese private education industry, run by a young founder-CEO with skin in the game
Cheap at just 1.7x EV/Sales with a 20% target operating margin and 20-30% sustainable growth
Question marks include outsourcing of coding to third-party firms in the PRC, the potential impact of generative AI tools and less-than-ideal capital allocation


Japan

POPER Co.,Ltd. offers educational services. The Company provides educational institution business management platform development. POPER provides its services throughout Japan.

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Poper (5134 JP)

Poper (5134 JP)

A promising online software company in Japanese private education, led by a young CEO, trading at 1.7x EV/Sales with 20-30% sustainable growth and...

Asian Century Stocks

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Poper (5134 JP)

​A promising online software company in Japanese private education, led by a young CEO, trading at 1.7x EV/Sales with 20-30% sustainable growth and...

Asian Century Stocks

A promising online software company in Japanese private education, led by a young CEO, trading at 1.7x EV/Sales with 20-30% sustainable growth and...