Report

PSA Financial Services / Capital Markets: M&A Capital Partners (6080 JT) – Giant Deals Seem to Be in Pipeline

With the proportion of large-sized deals rising +3.4ppts QoQ in the Q4, and with management noting that there are several large commission (¥500mil+) deals in the pipeline, analyst Hiroyuki Terada reviews MACP’s FY26 outlook. He also revises his forecasts and introduces his FY28 numbers. The stock offers both value and growth.
Underlying
M&A Capital Partners (6080 JT)

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
Hiroyuki Terada

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