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>Sales reached JPY46.6bn (+6.2% YoY), with operating profit at JPY3.6bn (+26.5% YoY) and EBITDA at JPY8.9bn (+10.1% YoY).</li><li>Domestic business sales were JPY37.8bn (+8.6% YoY), driven by a 6.7% YoY increase in comparable store sales.</li><li>China business sales declined to JPY1.7bn (-40.5% YoY), with operating loss narrowing due to structural reforms and facility closures.</li></ul>

Sales reached JPY46.6bn (+6.2% YoY), with operating profit at JPY3.6bn (+26.5% YoY) and EBITDA at JPY8.9bn (+10.1% YoY).Domestic business sales were JPY37.8bn (+8.6% YoY), driven by a 6.7% YoY increase in comparable store sales.China business sales declined to JPY1.7bn (-40.5% YoY), with operating loss narrowing due to structural reforms and facility closures.

Aeon Fantasy (4343 JP): 1H FY02/26 flash update

<ul><li>FY02/25 sales increased by 6.7% YoY, with operating profit up 21.2% YoY, but recurring profit declined 23.4% YoY.</li><li>FY02/26 forecasts sales of JPY92.2bn (+5.7% YoY), operating profit of JPY7.3bn (+68.0% YoY), and net income of JPY2.5bn.</li><li>The company plans to open new facility formats and expand in regional cities, focusing on profitability and efficiency.</li></ul>

FY02/25 sales increased by 6.7% YoY, with operating profit up 21.2% YoY, but recurring profit declined 23.4% YoY.FY02/26 forecasts sales of JPY92.2bn (+5.7% YoY), operating profit of JPY7.3bn (+68.0% YoY), and net income of JPY2.5bn.The company plans to open new facility formats and expand in regional cities, focusing on profitability and efficiency.

Aeon Fantasy (4343 JP): Full-year FY02/25 flash update

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Bowing before bureaucratic, governmental, societal, and perhaps finally shareholder pressure, <a href="https://www.smartkarma.com/entities/aeon-co-ltd" target="_blank" data-smartkarma-citation="entities:3:1" rel="noopener">Aeon Co Ltd (8267 JP)</a> Friday announced it is rolling up two big subsidiaries. </li>
<li>Aeon Mall will be merged with Aeon in a share exchange and <a href="https://www.smartkarma.com/entities/aeon-delight-co-ltd" target="_blank" data-smartkarma-citation="entities:16763:1" rel="noopener">Aeon Delight (9787 JP)</a> will be taken over via slightly long-dated Tender Offer which starts Monday.</li>
<li>This is probably the wrong price, but it isn't egregiously wrong I expect. And it would be difficult to block. I expect it gets done easily.</li>
</ul>


Bowing before bureaucratic, governmental, societal, and perhaps finally shareholder pressure, Aeon Co Ltd (8267 JP) Friday announced it is rolling up two big subsidiaries. 
Aeon Mall will be merged with Aeon in a share exchange and Aeon Delight (9787 JP) will be taken over via slightly long-dated Tender Offer which starts Monday.
This is probably the wrong price, but it isn't egregiously wrong I expect. And it would be difficult to block. I expect it gets done easily.


Aeon Tender Offer for Aeon Delight (9787) At ¥5,400/Share

<ul><li>Sales were JPY43.9bn (+7.5% YoY), operating profit JPY2.9bn (+41.8% YoY), and net income JPY374mn (-68.3% YoY).</li><li>In Japan, sales reached record highs due to weather-driven demand, while China faced delayed sales recovery.</li><li>The company opened 92 facilities and closed 52, totaling 1,207 facilities, with 737 in Japan and 470 overseas.</li></ul>

Sales were JPY43.9bn (+7.5% YoY), operating profit JPY2.9bn (+41.8% YoY), and net income JPY374mn (-68.3% YoY).In Japan, sales reached record highs due to weather-driven demand, while China faced delayed sales recovery.The company opened 92 facilities and closed 52, totaling 1,207 facilities, with 737 in Japan and 470 overseas.

Aeon Fantasy (4343 JP): 1H FY02/25 flash update

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

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.

Established in 1960, the <a href="https://www.smartkarma.com/entities/13517" target="_blank" data-smartkarma-citation="entities:13517:1">Oriental Land (4661 JP)</a> began as a developer of reclaimed land. One of the company’s main projects involved reclaiming land off Urayasu in Chiba Prefecture, about 40 minutes from Tokyo Station. While this project was being carried out, OLC reached an agreement with <a href="https://www.smartkarma.com/entities/15439" target="_blank" data-smartkarma-citation="entities:15439:1">The Walt Disney Co (DIS US)</a> to build and operate a theme park on the reclaimed land. Ten years later, in 1983, Tokyo Disneyland opened its gates to the public.
The Disneyland theme park opened with 32…

Established in 1960, the Oriental Land (4661 JP) began as a developer of reclaimed land. One of the company’s main projects involved reclaiming land off Urayasu in Chiba Prefecture, about 40 minutes from Tokyo Station. While this project was being carried out, OLC reached an agreement with The Walt Disney Co (DIS US) to build and operate a theme park on the reclaimed land. Ten years later, in 1983, Tokyo Disneyland opened its gates to the public.
The Disneyland theme park opened with 32…

OLC Ltd (4661 JP): Multiples Pose More Of A Danger To Tokyo Disney Resort Than Heatwave & Typhoons

Japan

AEON Fantasy Co., LTD. mainly operates amusement parks in shopping centers and sells snacks, drinks, and toys within the parks.  AEON Fantasy also franchises and sells amusement park equipment to the franchisees.

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Aeon Fantasy (4343 JP)