PSA Professional Services / HR & Employment Services: Visional (4194 JT) – Outperformance Becoming a Habit
Visional has consistently beaten quarterly consensus OP estimates in all but three quarters since FY22 (Jul yr-end) Q2 and it has come in ahead of its own annual OP forecasts every year since FY22 as well. The recruitment platform operator will announce its FY26 Q1 results on 11 Dec. Although we think that it is more likely to meet than beat on OP due to investments for growth, we are optimistic that it will outperform later in the year and surpass its full-year forecasts once more. Trading on an EV/OP of 12.8x (based on PSA estimates), we think the stock is at attractive levels.
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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