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 6.6% YoY to JPY92.2bn, achieving 95.0% of the full-year forecast, with net income up 13.6% YoY.</li><li>Real Estate Investment revenue rose 68.8% YoY, with operating profit up 95.6%, contributing significantly to overall earnings growth.</li><li>FY03/26 forecasts include a 14.7% YoY revenue increase to JPY61.5bn and a 20.0% GPM, with 1,266 condominium deliveries.</li></ul>

Revenue increased 6.6% YoY to JPY92.2bn, achieving 95.0% of the full-year forecast, with net income up 13.6% YoY.Real Estate Investment revenue rose 68.8% YoY, with operating profit up 95.6%, contributing significantly to overall earnings growth.FY03/26 forecasts include a 14.7% YoY revenue increase to JPY61.5bn and a 20.0% GPM, with 1,266 condominium deliveries.

Hoosiers Holdings (3284 JP): Full-year FY03/25 flash update

<ul><li>Revenue rose 6.5% YoY to JPY45.9bn, achieving 47.3% of the full-year target; operating profit increased 37.5% YoY.</li><li>Real Estate Development revenue was JPY22.7bn, up 2.1% YoY; operating profit surged 245.9% YoY to JPY1.3bn.</li><li>Real Estate Investment revenue increased 41.1% YoY to JPY15.3bn; operating profit rose 29.1% YoY to JPY1.8bn.</li></ul>

Revenue rose 6.5% YoY to JPY45.9bn, achieving 47.3% of the full-year target; operating profit increased 37.5% YoY.Real Estate Development revenue was JPY22.7bn, up 2.1% YoY; operating profit surged 245.9% YoY to JPY1.3bn.Real Estate Investment revenue increased 41.1% YoY to JPY15.3bn; operating profit rose 29.1% YoY to JPY1.8bn.

Hoosiers Holdings (3284 JP): Q3 FY03/25 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 Sep 5th. The aggregated net margin trading position is USD17,638m.</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 Nidec, Disco, Mitsubishi Heavy Industries, Furukawa Electric, Fast Retailing, Tokyo Electron, Nintendo, Hitachi, Kioxia, Lasertec, Nidec, Disco, Mitsubishi Heavy Industries, Furukawa Electric.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Sep 5th. The aggregated net margin trading position is USD17,638m.
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 Nidec, Disco, Mitsubishi Heavy Industries, Furukawa Electric, Fast Retailing, Tokyo Electron, Nintendo, Hitachi, Kioxia, Lasertec, Nidec, Disco, Mitsubishi Heavy Industries, Furukawa Electric.


JPX Margin Trading Weekly (Sep 5th): Nidec, Disco, Mitsubishi Heavy Industries, Furukawa Electric

<ul><li>Overall revenue and profit decreased YoY, with Real Estate Development and CCRC segments recording operating losses.</li><li>Real Estate Development revenue fell 47.1% YoY, with a significant decline in detached housing sales and profits.</li><li>Condominium Management and Related Services revenue decreased 28.2% YoY, with a slight increase in gross profit and operating margin.</li></ul>

Overall revenue and profit decreased YoY, with Real Estate Development and CCRC segments recording operating losses.Real Estate Development revenue fell 47.1% YoY, with a significant decline in detached housing sales and profits.Condominium Management and Related Services revenue decreased 28.2% YoY, with a slight increase in gross profit and operating margin.

Hoosiers Holdings (3284 JP): 1H FY03/25 flash update

<ul><li>Revenue decreased by 33.5% YoY to JPY9.7bn, with an operating loss of JPY642mn and a recurring loss of JPY1.0bn.</li><li>Real Estate Development revenue dropped 43.2% YoY to JPY5.1bn, with an operating loss of JPY396mn and GPM of 22.3%.</li><li>Condominium Management and Related Services revenue increased 11.6% YoY to JPY2.1bn, with an operating profit of JPY75mn and GPM of 22.5%.</li></ul>

Revenue decreased by 33.5% YoY to JPY9.7bn, with an operating loss of JPY642mn and a recurring loss of JPY1.0bn.Real Estate Development revenue dropped 43.2% YoY to JPY5.1bn, with an operating loss of JPY396mn and GPM of 22.3%.Condominium Management and Related Services revenue increased 11.6% YoY to JPY2.1bn, with an operating profit of JPY75mn and GPM of 22.5%.

Hoosiers Holdings (3284 JP): Q1 FY03/25 flash update

Japan

Hoosiers Holdings provides real estate services. The Company offers real estates sales, brokerage commissions, investment, real estate consulting, and management services to individuals and businesses.

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Hoosiers Holdings (3284 JP)