One of the largest Japanese comprehensive consulting companies. Strengths in DX
1 Comment
Japan Guru
Jun 15, 2025
"Masculine urge to short 6532 baycurrent (¥1.1 tril mkt cap) :
trades at 32.5x LTM earning (27x NTM) / consultant utilization ratio down to lower 80% / shifting available consultants to sales / low-priced smaller competitors chipping away share / soon-to-be new CEO Kitakaze getting tabloid attention for misrepresenting past career / founder Eguchi somewhat rapidly selling in May - June"
.png)
"Masculine urge to short 6532 baycurrent (¥1.1 tril mkt cap) :
trades at 32.5x LTM earning (27x NTM) / consultant utilization ratio down to lower 80% / shifting available consultants to sales / low-priced smaller competitors chipping away share / soon-to-be new CEO Kitakaze getting tabloid attention for misrepresenting past career / founder Eguchi somewhat rapidly selling in May - June"
https://x.com/japan_guru_x/status/1934039014417600801