Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Japan Experts, Extraordinary Performance

Our Corporate Advisory service is designed to give clients access to a wider range of investors. These include Japan specialists as well as global investors. The goal is to help achieve a fair equity valuation.

Equity Bottom-Up

<ul><li>Heading in a positive direction – we saw the following positives in Q1-3 FY3/24 results; 1) sustained growth trend in quarterly gross profits, 2) all business segments generating positive returns, and 3) signs of progress regarding post-merger integration at Zelto Inc., which recorded strong monthly sales in November 2023.</li><li>The company has maintained FY3/24 guidance, implying an accelerating Q4 sales growth YoY from a seasonal upturn in activity.</li><li>We believe that Zelto Inc. will provide growth opportunities in overseas markets.</li></ul>

Heading in a positive direction – we saw the following positives in Q1-3 FY3/24 results; 1) sustained growth trend in quarterly gross profits, 2) all business segments generating positive returns, and 3) signs of progress regarding post-merger integration at Zelto Inc., which recorded strong monthly sales in November 2023.The company has maintained FY3/24 guidance, implying an accelerating Q4 sales growth YoY from a seasonal upturn in activity.We believe that Zelto Inc. will provide growth opportunities in overseas markets.

Geniee (6562) - Record-High Gross Profits and Recognizing Challenges

<ul><li>Q1-2 FY3/2024 results demonstrated robust growth by Geniee with sales growth of 23.7% YoY and operating profit growth of 99.9% YoY.</li><li>The Marketing SaaS segment has seen robust sales growth and margin improvement YoY, paving the way for a resilient earnings stream going forward.</li><li>However, given a weaker-than-expected outlook for the advertising market both domestically and overseas, the company has lowered FY3/2024 guidance whilst maintaining its medium-term guidance range for FY3/2026.</li></ul>

Q1-2 FY3/2024 results demonstrated robust growth by Geniee with sales growth of 23.7% YoY and operating profit growth of 99.9% YoY.The Marketing SaaS segment has seen robust sales growth and margin improvement YoY, paving the way for a resilient earnings stream going forward.However, given a weaker-than-expected outlook for the advertising market both domestically and overseas, the company has lowered FY3/2024 guidance whilst maintaining its medium-term guidance range for FY3/2026.

Geniee (6562 JP) - Resilient Ad Growth and Marketing SaaS Driving Momentum

<div><div><div><div><ul><li>Strong start to the year – Geniee demonstrated solids ales in Q1 FY3/2024 of 22.3% YoY.</li><li>Despite the market downturn in the advertising platform business, progress made in expanding into untapped markets led to a gross profit growth YoY.</li><li>The Marketing SaaS business has been progressing in acquiring customers in the enterprise sector and revenue steadily increased 55.2% YoY. </li></ul></div></div></div></div>

Strong start to the year – Geniee demonstrated solids ales in Q1 FY3/2024 of 22.3% YoY.Despite the market downturn in the advertising platform business, progress made in expanding into untapped markets led to a gross profit growth YoY.The Marketing SaaS business has been progressing in acquiring customers in the enterprise sector and revenue steadily increased 55.2% YoY. 

Geniee (6562 JP) - Staying on Course to Maintain Long-Term Growth

Japan

Geniee, Inc. operates advertising businesses. The Company provides internet advertising, advertising planning, and other services. Geniee provides services for advertisers, medias, and other customers.

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