reports
- Hiroyuki Terada
PSA Professional Services: Park24 (4666 JT) 4% Dividend Yield in FY27 ...
PSA Professional Services: Park24 (4666 JT) 4% Dividend Yield in FY27 Attractive Growth is steady and dividend yield, buybacks and payout ratio look attractive. Balance sheet quality has improved and risk of equity financing is limited.
- Hiroyuki Terada
- 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%.
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly 2024 Q4
When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...
6754 ANRITSU CORPORATION
7751 CANON INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4751 CYBERAGENT INC.
4755 RAKUTEN INC.
3107 DAIWABO HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
4902 KONICA MINOLTA INC.
6988 NITTO DENKO CORP.
7752 RICOH COMPANY LTD.
6869 SYSMEX CORPORATION
3064 MONOTARO CO. LTD.
5801 FURUKAWA ELECTRIC CO. LTD.
5715 FURUKAWA CO. LTD.
7205 HINO MOTORS LTD.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
7012 KAWASAKI HEAVY INDUSTRIES LTD.
9107 KAWASAKI KISEN KAISHA LTD.
6971 KYOCERA CORPORATION
8316 SUMITOMO MITSUI FINANCIAL GROUP INC.
6503 MITSUBISHI ELECTRIC CORP.
5632 MITSUBISHI STEEL MANUFACTURING CO. LTD.
5706 MITSUI MINING AND SMELTING COMPANY LIMITED
6966 MITSUI HIGH-TEC INC.
6902 DENSO CORPORATION
6701 NEC CORP.
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
4666 PARK24 CO. LTD.
6268 NABTESCO CORPORATION
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
5802 SUMITOMO ELECTRIC INDUSTRIES LTD.
6762 TDK CORPORATION
6976 TAIYO YUDEN CO. LTD.
6315 TOWA CORPORATION
7203 TOYOTA MOTOR CORP.
4208 UBE INDUSTRIES LTD.
8698 MONEX GROUP INC.
3774 INTERNET INITIATIVE JAPAN
3765 GUNGHO ONLINE ENTERTAINMENT INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
3445 RS TECHNOLOGIES CO. LTD.
6269 MODEC INC
3769 GMO PAYMENT
68900 FERROTEC CORPORATION
9519 RENOVA
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
3626 JT TIS INC
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
7071 AMVIS HOLDINGS
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
4443 JT SANSAN (4443 JT)
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
4480 MEDLEY
RRRP3 3R PETROLEUM OLEO E GAS
6532 JT BAYCURRENT CONSULTING (6532 JT)
3697 JT SHIFT INCORPORATED (3697 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
9552 M&A RESEARCH INSTITUTE
123F 123FAHRSCHULE SE
9616 JT KYORITSU MAINTENANCE (9616 JT)
9552 JT M&A RESEARCH INSTITUTE (9552 JT)
6544 JT JAPAN ELEVATOR SERVICES HOLDINGS (6544 JT)
6200 JT INSOURCE (6200 JT)
2154 JT OPEN UP GROUP (2154 JT)
- 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
- Hiroyuki Terada
PSA Commercial Services: Park24 (4666 JT) Update – Strong Mobility Bus...
Small cap analyst Hiroyuki Terada reviews the August performance at Park24 and revises his FY24 / FY25 / FY26 forecasts, which are ahead of company guidance and consensus estimates, as he is more optimistic on contributions to earnings from the high-margin Mobility business. And while the market is monitoring several financial events which could lead to a possible equity finance, we think the risk is very low.
- Hiroyuki Terada
- Hiroyuki Terada
- Hiroyuki Terada
PSA Commercial & Professional Services: Park24 (4666 JT) – Contracts ...
Shares have fallen despite a consensus beat. This is due to concerns over the Australia business, and young members’ unexpectedly high accident rate for the mobility business. Hiroyuki Terada looks at the concerns of investors, to see whether or not, their concerns will prove unfounded. Please see report for details.
- Hiroyuki Terada
- Hiroyuki Terada
- Hiroyuki Terada
PSA Consumer Discretionary / Specialty Retail: Sanrio (8136 JT) – New ...
We update our earnings model and review the recent FY23 performance of Sanrio to conclude that the company guidance for FY24 1H is conservative. On undemanding valuations and a -17% correction in the shares since the firm released its FY24 outlook on 14 May, a better-than-expected Q1 performance analyst Hiroyuki Terada is modelling for may provide a catalyst for the stock.
- 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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