Seek 100 Baggers (100x Stocks)! July 12, 2021 issue

https://twitcasting.tv/c:okuchika/shopcart/86857

Stock newsletter "The Shortcut to a Hundredfold" will be held on 7/22 (Thu/holiday) and I will appear in the online lecture.

This is not a seminar, but an interactive lecture that answers questions in real time.

The coordinator will be YEN-kura-san.

Please apply from the URL above.

【This week's video】
https://youtu.be/bwVJ5cVx_nM

*The video is 31 minutes long.

1. 100-bagger (100x stock) candidate stocks

MarkLines 3901
Listed on the First Section of the Tokyo Stock Exchange

Stock code　Stock name　Listing year
3901 　MarkLines 　2014

Minimum market capitalization (billion yen) Current market cap (billion yen) 2x market cap (billion yen)
48　 386　 4,800

Business model
Operates a portal site specialized in the automotive industry. Also provides parts procurement outsourcing and consulting, and staffing services.

※The listing year refers to the dates of listing on the Tokyo Stock Exchange First Section, Second Section, Mothers, or JASDAQ
※ The 100x market capitalization is calculated from the minimum market capitalization.

1. Key points
1. MarkLines, which operates an automotive industry portal site, is steadily increasing its performance against the backdrop of more entrants into the electrified automotive sector. It operates a platform-type business model, and churn rate for companies registered on the information site is low, creating a business where increasing the number of subscribers leads to sustained revenue growth.

2. The company's stable growth has continued for more than 7 years since listing, with [revenue, operating income, and net income rising consecutively]. In this fixed-type business of portal site operation, cost management has progressed, making it unlikely for revenue increases to translate into losses; for the current forecast, operating margin is 35% and net profit margin is 23%, indicating very low likelihood of becoming unprofitable and high profitability.

3. The company's growth strategy is to "establish a position as a platformer in the automotive industry over the next 10 years," and it will implement measures to match paid members from sellers such as machinery and parts manufacturers with buyers such as automobile manufacturers and development/purchasing departments. The automotive industry faces two major themes in the next decade: electrification and autonomous driving. With new players such as Apple seeking entry into the automotive sector, the platform advantages of the company, which already has bases in Japan, the U.S., Europe, China, and Asia, are considered to be strong.