Isn't the value here as a stub trade? They have a listed subsidiary whose stake is pretty much the parent's market cap and the parent is doing a large buyback...
Primary the company is intending to grow through M&A, and to a lesser extent organically.
In regards to their market. Significantly larger than they are, particularly in west Japan they say where they have just 11 customers under their new subsidiary BSC out of an identified 580 thousand.
BPO is shifting to a hybrid and incorporating progressively more robotic process automation and AI along with geographic expansion and market share
Consulting and system development intends expand its service offering to what seems to be more distribution useful development including procurement and production management. And same thing geographic expansion and market share.
Take all this with a grain of salt though as I am merely relaying what I’ve read on their reporting.
Isn't the value here as a stub trade? They have a listed subsidiary whose stake is pretty much the parent's market cap and the parent is doing a large buyback...
Didn’t think of that, good pickup. Next question would be is that listed subsidiary overvalued or not etc
hey, how do they grow, how big is their market?
Primary the company is intending to grow through M&A, and to a lesser extent organically.
In regards to their market. Significantly larger than they are, particularly in west Japan they say where they have just 11 customers under their new subsidiary BSC out of an identified 580 thousand.
BPO is shifting to a hybrid and incorporating progressively more robotic process automation and AI along with geographic expansion and market share
Consulting and system development intends expand its service offering to what seems to be more distribution useful development including procurement and production management. And same thing geographic expansion and market share.
Take all this with a grain of salt though as I am merely relaying what I’ve read on their reporting.