$MWC

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (3d)
Win rate (3d)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$MWCr/ValueInvestingStock Analysisbullish
u/8000000MadeinMarket · 7d agono track record yet

Honda, Nissan near to reach deal on joint development of vehicle software

A Honda-Nissan software partnership will expand Micware's client base as a primary Software Tier 1 provider for digital cockpit and infotainment systems. The company trades below sector averages with attractive valuation multiples, positioning it to benefit from increased automotive software demand.

original post →
$MWCr/ValueInvestingStock Analysisbullish
u/jasmineisheree · 9d ago1 prior · awaiting results

Micro-cap deep value: Micware Co. (NASDAQ: MWC) —Profitable Japanese auto-software play trading at a P/E under 8?

Micware is a profitable Japanese auto-software company trading at a rare single-digit P/E (~7.8x) with ~$10M net income on ~$143M revenue. Backed by Toyota and Honda (~11.6% stakes each) and positioned in the growing Software-Defined Vehicle market, it appears mispriced due to small-cap/foreign listing obscurity, despite customer concentration risk.

original post →

End of results.