Find 100 Bagas (100x stocks)! February 15, 2021 issue
【This Week's Video Here】
Note: This is a 36-minute video.
1. The latest status of previously introduced stocks
4436 MINKABU THE INFO NOID
Listed on Tokyo Stock Exchange Mothers
Stock code, Company, Listing year
4436 MINKABU THE INFO NOID, 2019
At introduction・Market capitalization at that time (billion yen) Current market capitalization (billion yen) 100x market capitalization
392 677 9,140
Business type
Operator of financial information media "Minkabu" and "Kabutan" (Stock Analysis),
Provision and development of information-solutions for financial institutions
Note: The listing year shows the listing date on the Tokyo Stock Exchange First/Second Section, Mothers, or JASDAQ.
Note: The 100x market capitalization is calculated from the minimum market capitalization.
【Key Points】
1. On Tuesday, February 2, the Q3 earnings were announced. Revenue and profit rose significantly as planned, confirming continued high growth. Progress through Q3 was 54.6%, above the previous year's 42.1%, making upside in results conceivable.
2. Concurrent with the earnings release, Minkabu series branding was announced along with the release of Kabutan (Kabutan USA) for U.S. stocks. They announced the introduction of new services that will drive next year’s performance. Meanwhile, the company’s revenue is shifting more toward the corporate solutions business rather than individual users, so it is prudent not to have excessive expectations for the new services.
3. Recently, the market capitalization rose to 67.7 billion yen (stock price 4,985 yen), with the stock price turning upward in line with expanding earnings. The all-time high market capitalization since listing implies markets are pricing in the results for the three fiscal years ahead (fiscal year ending March 2024), so buying at the highs is considered risky. The basic strategy is to buy on dips.
For the continuation, please see the PDF file.
