PSA Media & Entertainment: Anycolor (5032 JT) Revises FY26 Guidance Up Again
Anycolor shares were heavily sold down -17% on 11 Dec, likely in reaction to the Q2 miss and despite management revising up their FY26 guidance, given the forecasts remain below consensus estimates. Moreover, the stock had doubled YTD, so there were easy profits to take.Despite this sharp reaction, PSA’s positive outlook towards Anycolor remains. In terms of valuations, EV/OP on FY26 upper-end OP guidance is now just 12.4x, which comes down to 9.9x on FY27’s OP consensus estimates.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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