Report

PSA Enterprise Software / IT Services: FY25 Q2 Results for Obic (4684 JT) and Obic Business Consultants (4733 JT)

Lindsay Whipp reviews the FY25 Q2 earnings for Obic and Obic Business Consultants and notes the different reaction by the market.
Underlyings
Obic Business Consultants Co. Ltd.

OBIC Business Consultants is an information technology ("IT") company. Along with its affiliates, Co. is mainly engaged in the development and sale of business solution technology and IT solution technology. In addition, Co. is involved in the provision of maintenance services and consultation services to corporate clients, the development and sale of software, and the sale of office automation ("OA") equipment and supplies.

Obic Co Ltd (4684 JT)

OBIC Co. Ltd.

OBIC is mainly engaged in the provision of system integration, system support, office automation and other computer related services. Along with its affiliates, Co. operates in three business segments. System Integration Services segment develops software for customers based on an analysis of customer requirements for the system. System Support Services segment provides system operation support and maintenance, and hardware maintenance for customers that use Co.'s products. Office Automation Services segment is engaged in the sale of PC-peripherals, telecommunication equipment and related supplies, as well as office furniture. Co. also provides packaged software of financial accounting.

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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