Appier Group Inc

Appier – Explosive US Growth

Equity Bottom-Up
330 Views, 09 May 2022 22:55
EXECUTIVE SUMMARY
  • When we reviewed Appier’s 2021 results we rambled on about the US for about half of our note discussing explosive growth potential. 
  • We said that while Appier touted a >50% QoQ growth rate in the US we suspected it was actually closer to 100%. 
  • In 1Q it accelerated to >180% QoQ growth prompting the sell side to go all surprised Pikachu.
detail (4-minute read)
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Mio Kato
Japan/Asia Long-Short
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

Over 15 years analysing Japanese and Asian stocks from a long/short perspective I focus on cyclically driven sectors su... 

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