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>Revenue increased in BPO-related business due to expanded client base and new projects, despite declining large projects.</li><li>Operating profit rose by 17.0% YoY, driven by improved efficiency and reduced recruitment costs amid increased personnel expenses.</li><li>Revenue declined in several segments, but new orders and client expansion efforts contributed to steady growth in others.</li></ul>

Revenue increased in BPO-related business due to expanded client base and new projects, despite declining large projects.Operating profit rose by 17.0% YoY, driven by improved efficiency and reduced recruitment costs amid increased personnel expenses.Revenue declined in several segments, but new orders and client expansion efforts contributed to steady growth in others.

Careerlink (6070 JP): Q1 FY03/26 flash update

<ul><li>Revenue decreased YoY across BPO and CRM businesses, with significant declines in My Number issuance projects and call center contracts.</li><li>The company achieved over 100% of its FY03/25 revenue, operating profit, recurring profit, and net income forecasts.</li><li>For FY03/26, the company forecasts a 5.3% YoY revenue increase, driven by expanded municipal contracts and strengthened sales efforts.</li></ul>

Revenue decreased YoY across BPO and CRM businesses, with significant declines in My Number issuance projects and call center contracts.The company achieved over 100% of its FY03/25 revenue, operating profit, recurring profit, and net income forecasts.For FY03/26, the company forecasts a 5.3% YoY revenue increase, driven by expanded municipal contracts and strengthened sales efforts.

Careerlink (6070 JP): Full-year FY03/25 flash update

<ul><li>Revenue decreased YoY across BPO and CRM businesses, but operating profit increased due to cost reduction efforts.</li><li>New partnerships with seven local governments expanded client base to 177, focusing on economic stimulus projects.</li><li>Revenue rose in food processing and manufacturing, driven by strong orders and efficient SG&A expense management.</li></ul>

Revenue decreased YoY across BPO and CRM businesses, but operating profit increased due to cost reduction efforts.New partnerships with seven local governments expanded client base to 177, focusing on economic stimulus projects.Revenue rose in food processing and manufacturing, driven by strong orders and efficient SG&A expense management.

Careerlink (6070 JP): 1H FY03/25 flash update

<ul><li>Revenue: JPY10.2bn (-10.6% YoY), Operating profit: JPY827mn (nearly flat YoY), Net income: JPY565mn (+6.7% YoY).</li><li>Business Process Outsourcing section: Revenue: JPY6.2bn (-16.2% YoY), Customer Relationship Management section: Revenue: JPY766mn (-34.7% YoY).</li><li>Office Services section: Revenue: JPY1.4bn (+11.0% YoY), Food Processing category: Revenue: JPY1.7bn (+17.6% YoY), Operating profit: JPY59mn (+64.6% YoY).</li></ul>

Revenue: JPY10.2bn (-10.6% YoY), Operating profit: JPY827mn (nearly flat YoY), Net income: JPY565mn (+6.7% YoY).Business Process Outsourcing section: Revenue: JPY6.2bn (-16.2% YoY), Customer Relationship Management section: Revenue: JPY766mn (-34.7% YoY).Office Services section: Revenue: JPY1.4bn (+11.0% YoY), Food Processing category: Revenue: JPY1.7bn (+17.6% YoY), Operating profit: JPY59mn (+64.6% YoY).

Careerlink (6070 JP): Q1 FY03/25 flash update

Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Thematic (Sector/Industry)

<ul>
<li>We think that investors can often find attractive opportunities among companies serving the HR department;</li>
<li>When it comes to the Japanese market, employment services companies can additionally take advantage of multiple tailwinds in our view;</li>
<li>We started with our favorable and demanding metric to shortlist 25 names across various industries within the sector, further examined them in terms of growth and cash generation, and ended with three of our top picks.</li>
</ul>


We think that investors can often find attractive opportunities among companies serving the HR department;
When it comes to the Japanese market, employment services companies can additionally take advantage of multiple tailwinds in our view;
We started with our favorable and demanding metric to shortlist 25 names across various industries within the sector, further examined them in terms of growth and cash generation, and ended with three of our top picks.


Quick Picks: Top-Quality Employment Services Providers From Japan

Japan

Careerlink Co.,Ltd. provides placement and staffing services. The company matches job seekers and corporations for administrative, call center, and manufacturing positions.

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Careerlink (6070 JP)