Search for 100バガー(100倍株)! May 6, 2021 issue
May 10th (Monday) will be a holiday due to Golden Week, so we will be closed.
【This Week's Video Here】
https://youtu.be/40pVLNoQquA
※The video is 34 minutes long.
1. 100 Baggers (100x stock) Candidate Securities
E-Guardian 6050
Listed on the First Section of the Tokyo Stock Exchange
TICKER CODE Company Listing Year
6050 E-Guardian 2010
Minimum Market Cap (billion yen) Current Market Cap (billion yen) 100x Market Cap (billion yen)
12.4 292 1,240
Business Model
A cybersecurity company whose main business is monitoring and operating support services for SNS (social networking service) posts. Also handles game inquiry outsourcing and online ad screening. Has also expanded into the cyber security field.
※ Listing year refers to the listing date on the First Section, Second Section, Mothers, or JASDAQ of the Tokyo Stock Exchange
※ The 100x market cap is calculated from the minimum market cap.
1. Points
1. It provides a one-stop security service from upstream to downstream of the internet, and the arrival of the IoT era where everything connects to the internet is rapidly expanding its business. It handles cybersecurity, debugging, and operations, and since its 2010 listing, has achieved 【10 consecutive years of revenue growth, with operating profit increasing for 8 consecutive years】 thanks to its strong know-how.
2. 【Annualized average earnings growth rate (CAGR) over the past 6 years has exceeded 30%, showing sustained strong growth】. The pillars of future growth are cloud-based cybersecurity services and overseas business. Cloud security is provided by its subsidiary GresaVail (グレスアベイル) as a SaaS product offering comprehensive security. The overseas business has expanded to the Philippines, and the company aims to grow with three pillars: domestic existing businesses, security business, and overseas business.
3. The cybersecurity business has two key competitive advantages due to its rapid growth: (i) there are no domestic competitors for the large-scale next-generation security, and (ii) no competitors with a full lineup from large to small, giving it an edge as a security-focused company. The company's advantage translates into high profitability, with expected net profit margin this year exceeding 13% and ROE surpassing 23%. It is a business that efficiently earns profits by effectively utilizing capital.