Professional
Added to YB: 2024-10-16
Pitch date: 2024-10-15
3064.T [bullish]
MonotaRO Co., Ltd.
+1.93%
current return
Author Info
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Company Info
MonotaRO Co., Ltd., together with its subsidiaries, operates an online MRO products store in Japan and internationally.
Market Cap
JPY 1.2T
Pitch Price
JPY 2.4K
Price Target
N/A
Dividend
N/A
Sector
Trading Companies and Distributors
Category
growth
Aristotle International Equity New Position: MonotaRO Co., Ltd.
3064.T: B2B e-commerce MRO leader in Japan. 20M items, 8M+ customers, 95% online sales. High barriers, scale advantages, data analytics. Fragmented market, gaining share from inefficient players. Enterprise growth potential. Private label expansion. Discounted valuation with market share gains. 3-5 year investment horizon.
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