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>Overall revenue and profits increased YoY in 1H FY12/25, driven by the Self-Storage segment's steady performance.</li><li>Self-Storage segment revenue grew by 16.1% YoY, with a 13.0% YoY increase in total storage units.</li><li>Land Rights Consolidation segment revenue and profit declined YoY due to business scaling back policy in FY12/25.</li></ul>

Overall revenue and profits increased YoY in 1H FY12/25, driven by the Self-Storage segment's steady performance.Self-Storage segment revenue grew by 16.1% YoY, with a 13.0% YoY increase in total storage units.Land Rights Consolidation segment revenue and profit declined YoY due to business scaling back policy in FY12/25.

Arealink Co Ltd (8914 JP): Q3 FY12/25 flash update

<ul><li>In 1H FY12/25, revenue and all profit categories exceeded 50% of the company's full-year forecast.</li><li>Self-Storage segment saw a 10.6% YoY revenue increase, with 9,446 new units opened, up 121.9% YoY.</li><li>Land Rights Consolidation segment revenue declined 38.4% YoY due to business scaling down, yet met 72.6% of forecast.</li></ul>

In 1H FY12/25, revenue and all profit categories exceeded 50% of the company's full-year forecast.Self-Storage segment saw a 10.6% YoY revenue increase, with 9,446 new units opened, up 121.9% YoY.Land Rights Consolidation segment revenue declined 38.4% YoY due to business scaling down, yet met 72.6% of forecast.

Arealink Co Ltd (8914 JP): 1H FY12/25 flash update

<ul><li>Self-Storage segment revenue was JPY7.5bn (+9.3% YoY), with a gross profit of JPY2.5bn (+4.9% YoY).</li><li>Land Rights Consolidation segment revenue declined to JPY777mn (-42.3% YoY) due to business scaling down policy.</li><li>Asset management and rental office segment revenue increased to JPY388mn (+4.4% YoY), with stable occupancy rates.</li></ul>

Self-Storage segment revenue was JPY7.5bn (+9.3% YoY), with a gross profit of JPY2.5bn (+4.9% YoY).Land Rights Consolidation segment revenue declined to JPY777mn (-42.3% YoY) due to business scaling down policy.Asset management and rental office segment revenue increased to JPY388mn (+4.4% YoY), with stable occupancy rates.

Arealink Co Ltd (8914 JP): Q1 FY12/25 flash update

<ul><li>Revenue and profits increased YoY, with Self-Storage segment revenue growing 11.7% YoY, driven by facility openings.</li><li>FY12/25 forecasts revenue of JPY26.0bn (+5.3% YoY) and plans to open 15,000 new storage units.</li><li>Medium-term plan aims to expand storage units to 200,000 by FY12/29, maintaining 83% occupancy rate.</li></ul>

Revenue and profits increased YoY, with Self-Storage segment revenue growing 11.7% YoY, driven by facility openings.FY12/25 forecasts revenue of JPY26.0bn (+5.3% YoY) and plans to open 15,000 new storage units.Medium-term plan aims to expand storage units to 200,000 by FY12/29, maintaining 83% occupancy rate.

Arealink Co Ltd (8914 JP): Full-year FY12/24 flash update

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Oct 31st. The aggregated net margin trading position is USD18,547m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial, Fujikura, Kioxia, Keyence, Tokyo Electron, IHI, Socionext, Advantest, Kobe Bussan, Disco, Mitsubishi Ufj Financial, Fujikura.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Oct 31st. The aggregated net margin trading position is USD18,547m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial, Fujikura, Kioxia, Keyence, Tokyo Electron, IHI, Socionext, Advantest, Kobe Bussan, Disco, Mitsubishi Ufj Financial, Fujikura.


JPX Margin Trading Weekly (Oct 31st): Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial

Japan

Arealink Co.,Ltd. provides real estate leasing services.  The Company also operates real estate businesses including storage and parking space rental. Arealink also develops and constructs custom-made and rental buildings.

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Arealink Co Ltd (8914 JP)