Opinions
Greg Dean, CFA
BayCurrent Inc
6532-JPY
TOP PICK
Feb 13, 2025
N/A
Stock price when the opinion was issued
Financial Services
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
IT and strategy consulting firm. Think of it as a Japanese Accenture, but with higher margins and growing faster. Founder still runs the business. Japan is probably 15-20 years behind in modernizing its IT infrastructure, so long runway ahead to grow revenue close to 20%. Reasonable valuation given the growth. (Price target in Japanese yen.) Yield is 0.7%.
(Analysts’ price target is $6290.00)