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>Cumulative Q3 FY01/26 revenue was JPY185.0bn (+2.7% YoY), with operating profit at JPY5.2bn (-18.3% YoY).</li><li>Domestic Beverage business revenue fell 2.6% YoY to JPY110.2bn, with an operating loss of JPY1.2bn.</li><li>International Beverage business revenue rose 21.0% YoY to JPY48.3bn, achieving an operating profit of JPY6.1bn.</li></ul>

Cumulative Q3 FY01/26 revenue was JPY185.0bn (+2.7% YoY), with operating profit at JPY5.2bn (-18.3% YoY).Domestic Beverage business revenue fell 2.6% YoY to JPY110.2bn, with an operating loss of JPY1.2bn.International Beverage business revenue rose 21.0% YoY to JPY48.3bn, achieving an operating profit of JPY6.1bn.

Dydo Drinco Inc (2590 JP): Q3 FY01/26 flash update

<ul><li>In 1H FY01/26, revenue was JPY117.7bn (+0.1% YoY), with operating profit at JPY1.4bn (-39.5% YoY).</li><li>Domestic Beverage business revenue was JPY71.5bn (-2.0% YoY), with an operating loss of JPY2.0bn.</li><li>International Beverage business revenue was JPY28.8bn (+7.5% YoY), with operating profit of JPY3.1bn (+37.2% YoY).</li></ul>

In 1H FY01/26, revenue was JPY117.7bn (+0.1% YoY), with operating profit at JPY1.4bn (-39.5% YoY).Domestic Beverage business revenue was JPY71.5bn (-2.0% YoY), with an operating loss of JPY2.0bn.International Beverage business revenue was JPY28.8bn (+7.5% YoY), with operating profit of JPY3.1bn (+37.2% YoY).

Dydo Drinco Inc (2590 JP): 1H FY01/26 flash update

<ul><li>In Q1 FY01/26, revenue was JPY53.0bn (-0.4% YoY) with an operating loss of JPY1.4bn and recurring loss of JPY2.3bn.</li><li>Domestic Beverage business revenue fell 4.6% YoY to JPY32.4bn, with an operating loss of JPY2.4bn due to price hikes.</li><li>International Beverage business revenue increased 12.5% YoY to JPY12.9bn, achieving an operating profit of JPY972mn (+40.5% YoY).</li></ul>

In Q1 FY01/26, revenue was JPY53.0bn (-0.4% YoY) with an operating loss of JPY1.4bn and recurring loss of JPY2.3bn.Domestic Beverage business revenue fell 4.6% YoY to JPY32.4bn, with an operating loss of JPY2.4bn due to price hikes.International Beverage business revenue increased 12.5% YoY to JPY12.9bn, achieving an operating profit of JPY972mn (+40.5% YoY).

Dydo Drinco Inc (2590 JP): Q1 FY01/26 flash update

<ul><li>Revenue for FY01/25 was JPY237.2bn (+11.2% YoY), with operating profit at JPY4.8bn (+28.3% YoY).</li><li>Domestic Beverage business saw a revenue decline of 4.0% YoY to JPY145.5bn due to lower sales volume.</li><li>International Beverage business revenue increased 112.8% YoY to JPY56.3bn, driven by Turkish operations and Wosana consolidation.</li></ul>

Revenue for FY01/25 was JPY237.2bn (+11.2% YoY), with operating profit at JPY4.8bn (+28.3% YoY).Domestic Beverage business saw a revenue decline of 4.0% YoY to JPY145.5bn due to lower sales volume.International Beverage business revenue increased 112.8% YoY to JPY56.3bn, driven by Turkish operations and Wosana consolidation.

Dydo Drinco Inc (2590 JP): Full-year FY01/25 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 Jul 18th. The aggregated net margin trading position is USD17,250m.</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 Lasertec, Fujikura, Advantest, Sanrio, Ihi, Fast Retailing, Softbank, Seven &amp; I, Mitsubishi Ufj Financial, Mitsubishi Heavy Industries.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jul 18th. The aggregated net margin trading position is USD17,250m.
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 Lasertec, Fujikura, Advantest, Sanrio, Ihi, Fast Retailing, Softbank, Seven &amp; I, Mitsubishi Ufj Financial, Mitsubishi Heavy Industries.


JPX Margin Trading Weekly (Jul 18th): Lasertec, Fujikura, Advantest, Sanrio, Ihi, Fast Retailing

Japan

DyDo GROUP HOLDINGS, INC. manufactures and sells a variety of beverages including coffee, green tea, fruit drink, and sports drink. The Company sells those products through vending machines and convenience stores.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Dydo Drinco Inc (2590 JP)