Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

<h3>What’s Original?</h3>
<p>In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these policies and companies that are likely to benefit.</p>

What’s Original?
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these policies and companies that are likely to benefit.

Kishida as Prime Minister: The Path Ahead

Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Orders increased by 2.5% YoY to JPY74.3bn, while revenue rose by 0.4% YoY to JPY57.7bn.</li><li>The Special Purpose Truck business saw a 26.2% YoY rise in orders to JPY42.9bn, with revenue up 4.2%.</li><li>The company revised its FY03/26 forecast, expecting orders of JPY320.0bn and revenue of JPY285.0bn, despite weaker EV demand.</li></ul>

Orders increased by 2.5% YoY to JPY74.3bn, while revenue rose by 0.4% YoY to JPY57.7bn.The Special Purpose Truck business saw a 26.2% YoY rise in orders to JPY42.9bn, with revenue up 4.2%.The company revised its FY03/26 forecast, expecting orders of JPY320.0bn and revenue of JPY285.0bn, despite weaker EV demand.

Shinmaywa Industries (7224 JP): Q1 FY03/26 flash update

<ul><li>The company achieved YoY revenue and profit growth, with operating profit up 18.7% and net income up 23.1%.</li><li>The Special Purpose Truck business anticipates YoY profit growth, driven by selling price hikes and normalized production activity.</li><li>The Aircraft business expects increased orders and production volumes for Boeing components, despite a temporary lull in production.</li></ul>

The company achieved YoY revenue and profit growth, with operating profit up 18.7% and net income up 23.1%.The Special Purpose Truck business anticipates YoY profit growth, driven by selling price hikes and normalized production activity.The Aircraft business expects increased orders and production volumes for Boeing components, despite a temporary lull in production.

Shinmaywa Industries (7224 JP): Full-year FY03/25 flash update

<ul><li>Revenue increased YoY due to growth in Special Purpose Truck and Parking Systems, despite Industrial Machinery decline.</li><li>Operating profit rose YoY, driven by revenue growth, selling price revisions, and yen depreciation benefits.</li><li>Full-year FY03/25 forecast revised with a JPY5.0bn revenue decrease, maintaining profit projections despite market challenges.</li></ul>

Revenue increased YoY due to growth in Special Purpose Truck and Parking Systems, despite Industrial Machinery decline.Operating profit rose YoY, driven by revenue growth, selling price revisions, and yen depreciation benefits.Full-year FY03/25 forecast revised with a JPY5.0bn revenue decrease, maintaining profit projections despite market challenges.

Shinmaywa Industries (7224 JP): Q3 FY03/25 flash update

<ul><li>Revenue increased YoY due to growth in Special Purpose Truck and Parking Systems, despite Industrial Machinery decline.</li><li>Special Purpose Truck business saw YoY growth in orders and revenue, except for forestry machinery orders.</li><li>Industrial Machinery & Environmental Systems experienced YoY revenue decline, mainly due to decreased vacuum product sales.</li></ul>

Revenue increased YoY due to growth in Special Purpose Truck and Parking Systems, despite Industrial Machinery decline.Special Purpose Truck business saw YoY growth in orders and revenue, except for forestry machinery orders.Industrial Machinery & Environmental Systems experienced YoY revenue decline, mainly due to decreased vacuum product sales.

Shinmaywa Industries (7224 JP): 1H FY03/25 flash update

Japan

ShinMaywa Industries, Ltd. manufactures special duty vehicles such as dump trucks and cranes.  The Company also produces aircraft parts, industrial machinery, sky-parking systems, and environmental systems such as underwater kitchen refuse decomposers.

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Shinmaywa Industries (7224 JP)

Kishida as Prime Minister: The Path Ahead

In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...

Mio Kato