Professional
Added to YB: 2024-09-25
Pitch date: 2024-06-30
4684.T [bullish]
OBIC Co.,Ltd.
+21.52%
current return
Author Info
No bio for this author
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Company Info
OBIC Co.,Ltd., together with its subsidiaries, provides system integration, system support, office automation, and package software services.
Market Cap
JPY 2.0T
Pitch Price
JPY 4.1K
Price Target
N/A
Dividend
1.54%
EV/EBITDA
22.01
P/E
31.48
EV/Sales
15.43
Sector
IT Services
Category
value
Show full summary:
Bell Global Equities Fund New Position: OBIC Co.,Ltd.
4684.T: Leading Japanese ERP provider, 30% SME market share, 99% retention. #1 in satisfaction. 63.5% FY24 op margin. Cloud shift driving margins. Opportunity in larger corps vs Oracle, Fujitsu, SAP. 10%+ earnings growth expected. Strong cash flow & balance sheet. Valuation at 5-year lows.
Read full article (1 min)