Q3 Follow-Up - Japan Business Systems (5036 JP) - September 5, 2025
On the back of brisk 1H performance and strong profit recovery led by Cloud Integration Business including NEXTSCAPE, JBS revised up full-term...
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Japan Business System (5036 JP) - Cloud Integration Profitability Recovering Sharply
In SIR’s follow-up report, we wrote “management promptly recognizing the impairment and withdrawing the FY25/9 OP MTP target effectively minimizes...
550 Views
Japan Business Systems (5036 JP) - Cloud Integration Profitability Recovering in FY25/9
For FY25/9, JBS is forecasting OP to increase +24.1% YoY (OPM 3.3% → 3.8%), in large part driven by a recovery in profitability for Cloud...
480 Views
Japan Business Systems (5036 JP) - Aiming to Be Japan’s No.1 Cloud Integrator
In the Company’s stated goal aiming to become the No.1 cloud integrator in Japan, the importance of its close relationship with Microsoft cannot be...
380 Views
Japan Business Systems (5036 JP) - 3Q Follow-Up
When JBS announced recording an impairment loss associated with the acquisition of NEXTSCAPE on 2Q results, it only revised down the initial FY24/9...
453 Views