Find 100 Bagger (100x stock)! August 10, 2021 issue
【This Week's Video】
※29 minutes video.
※ August 16 (Mon) is a company summer holiday, so there will be no issue.
Next issue will be on August 23 (Mon).
1. 100 Baggers (100x stock) candidate
Serendip Holdings 7318
Listed on the Tokyo Stock Exchange Mothers
Stock code Company Listing year
7318 Serendip HD 2021
Minimum market cap (billion yen) Current market cap (billion yen) 100x market cap (billion yen)
42.5 45.8 4,250
Business type
A consulting business focused on business succession and turnarounds for small and medium-sized manufacturers, primarily through M&A. Currently strong sales in automotive parts and FA equipment under the group acquired. A manufacturing-focused turnaround company group.
※ Listing year notes the dates of listing on the Tokyo Stock Exchange First, Second, Mothers, or JASDAQ
※ 100x market cap is calculated from the minimum market cap.
1. Points
1. Serendip Holdings, a manufacturing-focused investment company established in 2006 to provide management support, has recently pivoted toward a business investment company model. It acquires to enable succession and expands the group. 【Average revenue growth over the past seven years is 100% per year】, rapidly expanding performance.
2. The company is characterized by acquiring mid-sized manufacturers, modernizing management by deploying in-house-developed tools and professional managers, and then creating value. Acquired companies become part of the group, allowing knowledge to be shared and highly repeatable acquisitions.
3. The business model is similar to Yoshinita HD (2884), which specializes in the food manufacturing industry and expands the group, and Sweets Spirits (2222), which specializes in confectionery manufacturing and sales and has expanded performance. 【The repeat process of acquiring → creating value accelerates growth, making the growth pace faster than purely organic growth.】
