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ODK Research Memo(4):教育業務と証券・ほふり業務が主力(2)

ODK Research Memo (4): Mainland education business and securities/hedge business are the mainstay (2)

Fisco Japan ·  Jun 4 15:04

Business overview of ODK Solutions <3839>.

4. General business (medical-related services, human resources development support-related services).

General business is expanding medical-related services and human resources development support-related services as new fields of services leveraging data processing expertise accumulated so far.

Medical-related services include clinical inspection system operation services of Falco Bio Systems Co., Ltd. (a business company affiliated with Falco Holdings Co., Ltd. that formed a business and capital alliance in August 2016), sales and application development of tablet products for medical systems, and so on.

Human resources development support-related services offer the e-learning platforms SLAP and iStudy (R) LMS that were transferred from KUSHIM Co., Ltd. in July 2022. They also develop and sell e-learning materials and aim to provide total solutions for e-learning, on-demand learning, and corporate training in addition to synergies with the university entrance examination portal site UCARO (R).

5. Other businesses (group companies and others).

Customer support-related services offer the customer success automation tool Pottos (R) for SaaS providers. This includes functions such as capturing cancellation signs through the health condition (service usage status) of existing users, monitoring progress of customer success managers, and delivering automatic approaches such as email and popup notifications to existing users based on their health condition. In the expanding SaaS market, they are promoting sales expansion to acquire a position early.

Other businesses include the provision of the career experience platform Carrierport for assisting student career formation by subsidiary Potos starting in August 2023. The new platform supports career formation for university 1st and 2nd year students and enables companies to improve their corporate value through a wide range of career experiences. Companies can support students by offering various career experiences and improve their recruitment activities, branding, and product development. Meanwhile, students can visualize their own efforts through the accumulation of experience records in NFT and acquire the necessary skills to achieve their goals.

In November 2023, they launched the Carrierport app for university students. In December 2023, subsidiary Potos collaborated with CCCMK Holdings Co., Ltd. to provide a marketing support package based on the opinions of young people. In April 2024, they established a career research team for Generation Z, LitLab, at Carrierport to help university students tackle corporate challenges. In May 2024, subsidiary Potos partnered with NINJAPAN Co., Ltd. to provide high-quality career support services combining NINJAPAN's extensive experience in career support and their contacts with exam students and the university 1st and 2nd year students that Potos has. As part of the partnership, they plan to provide new graduate recruitment branding support services (consciousness surveys for university students and guardians, production of recruitment branding video content based on surveys, co-operation of viewer participation media) starting in October 2024.

6. Risk factors and revenue characteristics. In the information systems industry, common risks include corporate IT investment suppression, unprofitable contract development projects, and delayed responses to technological innovation. However, in the case of the company, the risk of unprofitable contract development is small because they focus on system operation (outsourcing of information processing systems). On the other hand, responding to information security, personal information protection, quality management, and so on can be a risk factor, but they are working on security management by obtaining international certification standards such as ISO / IEC27001. Also, the company's revenue has the characteristic of being biased towards the fourth quarter (January-March), including the university entrance examination business.

Overview of ODK Solutions <3839>'s business.

Risk factors and revenue characteristics. In the information systems industry, common risks include corporate IT investment suppression, unprofitable contract development projects, and delayed responses to technological innovation. However, in the case of the company, the risk of unprofitable contract development is small because they focus on system operation (outsourcing of information processing systems). On the other hand, responding to information security, personal information protection, quality management, and so on can be a risk factor, but they are working on security management by obtaining international certification standards such as ISO / IEC27001. Also, the company's revenue has the characteristic of being biased towards the fourth quarter (January-March), including the university entrance examination business.

(Authored by FISCO guest analyst Masanobu Mizuta)

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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