Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Calbee: Profitability pressured by rising input costs, but valuation is attractive at 11x EBIT vs sector 14x, leaving it exposed to potential M&amp;A interest.</li>
<li>Eiken: Strategic shareholders near 30% with governance changes underway; growth steady, but trajectory points toward a likely management buyout.</li>
<li>Pacific Industrial &amp; AI Holdings: Pacific reflects Japan’s activist-driven MBO scrutiny, while AI stands out as a rare compounding “buy and build” platform with activist backing.</li>
</ul>


Calbee: Profitability pressured by rising input costs, but valuation is attractive at 11x EBIT vs sector 14x, leaving it exposed to potential M&amp;A interest.
Eiken: Strategic shareholders near 30% with governance changes underway; growth steady, but trajectory points toward a likely management buyout.
Pacific Industrial &amp; AI Holdings: Pacific reflects Japan’s activist-driven MBO scrutiny, while AI stands out as a rare compounding “buy and build” platform with activist backing.


Japan Activist Briefs | Calbee, Eiken, Pacific Industrial, AI Holdings

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<p>In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">here</a>.</p>

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click here.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

Japan

Ai Holdings Corporation is a holding company, which was established through reorganization. The Company manufactures and sells information industry related equipment. Ai Holdings' products include personal computers, office server systems, office automation systems, mailing systems, and security systems. Ai Holdings also designs, develops, and sells software.

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Ai Holdings (3076 JP)

Japan Activist Briefs | Calbee, Eiken, Pacific Industrial, AI Holdings

Calbee faces cost pressures and waning institutional support, but with solid balance sheet, cheap valuation, and activist interest, it may attract...

Mark Chadwick

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...

Euromonitor International Ltd.

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