Report

SRE Holdings - Readthrough from Excellent FY25 Q3 Results

SRE Holdings (2980 JT) shares have been hammered by twin concerns that rising interest rates would harm their real estate business, while AI will whittle away at SRE Holdings’ AI solutions business. SRE has answered its critics with an exceptional FY25 Q3 performance, which not only has implications for the firm’s FY25 performance as a whole, but also has significant implications for FY26 and FY27. This report assesses the firm’s outlook in the wake of these results.
Underlying
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Lindsay Whipp

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