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

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

Our Takeaways From The Recent Results - Nihon M&A Center, Kakaku.com Inc., ORO Co.

One "Better" Quality Pick to Consider to Participate in the Future of Japan

Equity Bottom-Up

<ul>
<li>Last week, Japanese ERP and digital consulting firm oRo reported its Q3 results demonstrating weakness across both business segments;</li>
<li>The market sold off upon the "bad" news;</li>
<li>At the same time, long-term investors may want to figure out whether there is a secular deterioration of business fundamentals or just a temporary glitch.</li>
</ul>


Last week, Japanese ERP and digital consulting firm oRo reported its Q3 results demonstrating weakness across both business segments;
The market sold off upon the "bad" news;
At the same time, long-term investors may want to figure out whether there is a secular deterioration of business fundamentals or just a temporary glitch.


oRo Co Ltd

ORO: Our Takeaways From Q3 Results