The 2025 Japan September-End Rebal and Dividend Trade
Every year (every half year) it is the same trade. Dividend reinvestment for passive funds. This September it "should" be ¥2trln+ but it will...
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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...
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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...
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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...
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1Q Follow-Up - Japan Business System (5036 JP)
In the previous 4Q follow-up report, we examined "Copilot NAVI," a service released by JBS in November, which includes videos and summary materials...
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