Added to YB: 2024-04-11
Pitch date: 2024-04-09
7115.T [bullish]
Alpha Purchase Co., Ltd.
+99.62%
current return
Author Info
No bio for this author
Company Info
Alpha Purchase Co., Ltd. provides maintenance, repair, and operations services in Japan. It offers maintenance, repair, and operations services, including the procurement of stationery, office equipment, and parts for repairing equipment and machinery, as well as related services; and facility management services.
Market Cap
N/A
Pitch Price
JPY 1.1K
Price Target
1.3K (-40%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Commercial Services and Supplies
Category
value
$7115.T: Navigating Growth and Opportunity in Japan's Market
7115.T: B2B MRO procurement platform for Japanese enterprises like Sony, Toyota. 10B yen market cap, 10x cash adj P/E. Moats: high switching costs, network effects (3000+ suppliers), data. Growth: new customers, AOV, new module doubles TAM to 1T yen. 17% ROCE. Underfollowed, 2024 gap year investing for growth. 10%+ earnings CAGR, potential margin 2x at scale. Significant peer discount.
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