Avant Group - A Niche Business at a Reasonable Price
3836.T: Japanese financial consolidation SaaS+BPO provider w/ 42% market share, 18% profit CAGR (FY19-25). Mgmt targets 20% profit CAGR next 3yrs. Stock down 26% YTD to 16x P/E. 25% market cap in cash/investments. High switching costs, blue-chip clients like Toyota. Risks: M&A execution, key person dependency, cloud resale fragility.
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