Added to YB: 2024-07-01
Pitch date: 2024-06-28
3679.T [bullish]
ZIGExN Co., Ltd.
-21.15%
current return
Author Info
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Company Info
ZIGExN Co., Ltd. operates the life service platform worldwide. It operates rejob, a job-transfer/job offering information service site for beauty and healthcare; rejob care, a job offering information service site for nursing care, and nursing and rehabilitation industries; miraxs, a job recruitment and consulting service site for nursing care; miraxs-sitter, a babysitter referral service site; mirax childcare, a recruitment and consulting service in childcare jobs; mirax-houiku, job offering service in nursery nurse; and Kensetsu-JOBs, a recruitment business site.
Market Cap
JPY 46.8B
Pitch Price
JPY 585.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.56
P/E
12.38
EV/Sales
1.61
Sector
Interactive Media and Services
Category
growth
New Position in Compound & Fire Portfolio - ZIGExN Co., Ltd.
ZIGExN (3679.T): Japanese smallcap, serial acquirer. 28% 10yr rev CAGR, 80%+ gross margin, 16% net margin. Asset-light, net cash position, high CF vs net income. Bought at ¥598, near 10yr-ago price of ¥592. EUR-YEN at 30yr high. Owner-operator model. Undervalued with growth potential despite COVID slowdown.
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