SAAS

Total 3 Posts

Banking on this software company

Over 40% of the top 20 largest banks in South-East Asia run this banking software including 3 of the 5 largest ASEAN super regional financial institutions. Fast growth and a high return on equity caught our eye. The deeper we dug the more we liked.

Ready for take-off

Covid-19 tanked this technology company because of its exposure to the travel and tourism industries. But with people starting to travel more, this company is ready to take off again.

Profitable, fast growing SAAS provider with a beta of 0.30

This company has a great business and great financials - but at the same time has a remarkably low correlation (beta risk) with the market.
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