reports
- Hiroyuki Terada
PSA Small- / Mid-Caps: Quarterly (Mar to May) Results Preview
Tags: Koshidaka Holdings (2157 JT), Curves Holdings (7085 JT), Treasure Factory (3093 JT), TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT) Analyst Hiroyuki Terada provides insights on the next quarterly set of results for the small- / mid-cap companies which we cover.
- Hiroyuki Terada
PSA Commercial Services: TKP (3479 JT) Initiation Report – Conservati...
Small-cap specialist Hiroyuki Terada initiates on TKP. The firm started its corporate space-sharing business by putting idle real estate to effective use, by leasing space from owners, renovating it as conference rooms, and offering these to corporate customers. It has now built up a nationwide network offering corporate conference and banquet rooms across a range of six quality grades.
- Hiroyuki Terada
- Hiroyuki Terada
PSA Leisure Facilities: Koshidaka (2157 JT) – FY25 Q2 Outlook Disappoi...
Tags: Koshidaka (2157 JT), Kakuyasu Group (7686 JT), Daiichikosho (7458 JT) Hiroyuki Terada lowers his FY25~27 OP estimates for karaoke operator Koshidaka and discusses how a possible income tax threshold hike might benefit demand.
- Hiroyuki Terada
- Hiroyuki Terada
PSA Leisure Facilities: Curves Holdings (7085 JT)
Budget gym operator Curves is benefiting from the MHLW’s push to encourage people to get fit, with the government agency suggesting a visit to a Curves gym on its website. Several advertising promotions are also proving successful. This has prompted analyst Hiroyuki Terada to revise up his FY25 and FY26 OP forecasts.
- Hiroyuki Terada
PSA Leisure Facilities: Koshidaka Holdings (2157 JT) Update
In light of karaoke operator Koshidaka’s strong Q4 performance, analyst Hiroyuki terada has adjusted his OP forecasts for FY25 and FY26 up, mainly due to stronger same store sales and an acceleration of new store openings. We also introduce our forecasts out to FY27 as the firm has released its mid-term plan. Management is guiding for a payout ratio of 35% which we expect can generate at DPS of Y44, so offers an attractive dividend yield of 3.7%.
- Hiroyuki Terada
PSA Small-Caps: Preview of Quarterly Results for Treasure Factory (309...
Several of the small-cap companies analyst Hiroyuki Terada covers will be reporting their quarterly results from 10 October. Here, we provide a snapshot of our forecasts, vs company guidance and/or consensus estimates, and follow with details of KPIs.
- Hiroyuki Terada
PSA Leisure Facilities: Curves (7085 JT) – New Services Launched via F...
PSA Leisure Facilities: Curves (7085 JT) – New Services Launched via Franchises Analyst Hiroyuki Terada revises up his earnings model for FY24 and FY25 mainly due to Protein Supplement & Healthy Beauty product sale prospects, and new services
- Hiroyuki Terada
- Hiroyuki Terada
4666 PARK24 CO. LTD.
8136 SANRIO COMPANY LTD.
2157 JT KOSHIDAKA HOLDINGS (2157 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
3093 JT TREASURE FACTORY CO. LTD
6200 JT INSOURCE (6200 JT)
2471 JT S-POOL (2471 JT)
3196 JT HOTLAND (3196 JT)
7686 JT KAKUYASU GROUP (7686 JT)
- Hiroyuki Terada
PSA Retail: Treasure Factory (3093 JT) – Rising Inbound Tourists Could...
Analyst Hiroyuki Terada provides feedback from his discussion with Treasure Factory post the release of its FY23 results. He remains positive on the outlook thanks to the rising number of tourists and provides forecasts out to FY26 that suggest valuations are undemanding.
- Hiroyuki Terada
- Hiroyuki Terada
- Hiroyuki Terada
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