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>G-TEKT's cumulative Q3 FY03/26 revenue declined 8.0% YoY to JPY234.4bn, with decreases across all regions.</li><li>Operating profit fell 32.1% YoY to JPY7.4bn, affected by production cuts and higher manufacturing costs.</li><li>Recurring profit decreased 22.4% YoY to JPY9.6bn, with improved non-operating income mitigating the decline.</li></ul>

G-TEKT's cumulative Q3 FY03/26 revenue declined 8.0% YoY to JPY234.4bn, with decreases across all regions.Operating profit fell 32.1% YoY to JPY7.4bn, affected by production cuts and higher manufacturing costs.Recurring profit decreased 22.4% YoY to JPY9.6bn, with improved non-operating income mitigating the decline.

G Tekt Corp (5970 JP): Q3 FY03/26 flash update

<ul><li>For 1H FY03/26, revenue decreased 7.7% YoY to JPY154.5bn, with operating profit down 16.6% YoY to JPY4.5bn.</li><li>The company revised FY03/26 forecast, lowering revenue by JPY19.0bn and operating profit by JPY2.1bn due to external disruptions.</li><li>Full-year dividend forecast remains JPY90.0 per share, with a projected payout ratio of 38.5%.</li></ul>

For 1H FY03/26, revenue decreased 7.7% YoY to JPY154.5bn, with operating profit down 16.6% YoY to JPY4.5bn.The company revised FY03/26 forecast, lowering revenue by JPY19.0bn and operating profit by JPY2.1bn due to external disruptions.Full-year dividend forecast remains JPY90.0 per share, with a projected payout ratio of 38.5%.

G Tekt Corp (5970 JP): 1H FY03/26 flash update

<ul><li>Consolidated revenue decreased 10.9% YoY to JPY77.3bn, with declines in all regions except Asia, due to production cuts.</li><li>Operating profit fell 14.8% YoY to JPY2.6bn, with OPM slipping 0.1pp YoY to 3.4%, despite effective cost control.</li><li>Recurring profit decreased 38.1% YoY to JPY2.6bn, and net income attributable to owners declined 38.7% YoY to JPY1.9bn.</li></ul>

Consolidated revenue decreased 10.9% YoY to JPY77.3bn, with declines in all regions except Asia, due to production cuts.Operating profit fell 14.8% YoY to JPY2.6bn, with OPM slipping 0.1pp YoY to 3.4%, despite effective cost control.Recurring profit decreased 38.1% YoY to JPY2.6bn, and net income attributable to owners declined 38.7% YoY to JPY1.9bn.

G Tekt Corp (5970 JP): Q1 FY03/26 flash update

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>The MBO price for <a href="https://www.smartkarma.com/entities/pacific-industrial-co-ltd" target="_blank" data-smartkarma-citation="entities:6261:1" rel="noopener">Pacific Industrial (7250 JP)</a> increased 4.0% to JPY3,036 (5.3% discount to the last close), and the lower limit was reduced to a 43.84% ownership ratio. </li>
<li>Despite having several reasons not to support the revised offer, Effissimo eventually relented mainly due to potential damage to corporate value from a prolonged offer.</li>
<li>The revised terms are a done deal as Effissimo is supportive, and as of 8 January, the total tendered shares (47.07% ownership ratio) exceed the lower limit. </li>
</ul>


The MBO price for Pacific Industrial (7250 JP) increased 4.0% to JPY3,036 (5.3% discount to the last close), and the lower limit was reduced to a 43.84% ownership ratio. 
Despite having several reasons not to support the revised offer, Effissimo eventually relented mainly due to potential damage to corporate value from a prolonged offer.
The revised terms are a done deal as Effissimo is supportive, and as of 8 January, the total tendered shares (47.07% ownership ratio) exceed the lower limit. 


Pacific Industrial (7250 JP): A Revised JPY3,036 Offer Finally Draws Effissimo’s Support

Asia Pac ECM and Index Rebal, DZT Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Dec 26th. The aggregated net margin trading position is USD17,571m.</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 Skylark, Tokyo Electron, Disco, McDonald's, Canon, Japan Tobacco, Rakuten, Pan Pacific International, Advantest, Furukawa Electric, Skylark, Tokyo Electron, Disco, Mcdonald'S, Canon.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Dec 26th. The aggregated net margin trading position is USD17,571m.
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 Skylark, Tokyo Electron, Disco, McDonald's, Canon, Japan Tobacco, Rakuten, Pan Pacific International, Advantest, Furukawa Electric, Skylark, Tokyo Electron, Disco, Mcdonald'S, Canon.


JPX Margin Trading Weekly (Dec 26th): Skylark, Tokyo Electron, Disco, McDonald's, Canon

Japan

G-Tekt Corporation manufactures pressed automobile body parts. The Company also produces precision stamping parts for transmission.  G-TEKT exports its products globally.

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G Tekt Corp (5970 JP)