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Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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<a href="https://smartkarma.com/entities/keiwa-inc">KEIWA </a>is a specialized manufacturer of functional and optical films, with a strong position in the growing market for advanced display technologies used in consumer electronics and automotive applications.</li>
  <li>Recent financial performance shows top-line growth driven by the Optical Products segment, but significant pressure on profitability with recurring profit and net income showing substantial year-over-year declines in 1H FY12/25.</li>
  <li>The company's outlook is tied to the recovery of the clean energy and automotive sectors, alongside increasing demand for high-performance optical films. However, it faces risks from intense industry competition and price pressures.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
KEIWA is a specialized manufacturer of functional and optical films, with a strong position in the growing market for advanced display technologies used in consumer electronics and automotive applications.
  Recent financial performance shows top-line growth driven by the Optical Products segment, but significant pressure on profitability with recurring profit and net income showing substantial year-over-year declines in 1H FY12/25.
  The company's outlook is tied to the recovery of the clean energy and automotive sectors, alongside increasing demand for high-performance optical films. However, it faces risks from intense industry competition and price pressures.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

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.

<ul><li>Revenue increased by 2.8% YoY to JPY9.9bn, driven by higher sales of optical products for laptops and tablets.</li><li>Operating profit rose 8.9% YoY to JPY2.2bn, aided by improved profitability and segment repositioning efforts.</li><li>Recurring profit decreased 23.6% YoY to JPY2.0bn, while net income attributable to owners dropped 56.0% YoY to JPY694mn.</li></ul>

Revenue increased by 2.8% YoY to JPY9.9bn, driven by higher sales of optical products for laptops and tablets.Operating profit rose 8.9% YoY to JPY2.2bn, aided by improved profitability and segment repositioning efforts.Recurring profit decreased 23.6% YoY to JPY2.0bn, while net income attributable to owners dropped 56.0% YoY to JPY694mn.

KEIWA  (4251 JP): 1H FY12/25 flash update

<ul><li>In Q1 FY12/25, revenue increased 8.1% YoY due to higher sales of optical products for laptops and automobiles.</li><li>Operating profit rose 25.6% YoY, driven by increased Optical Products revenue and repositioning The Plaster Tape segment to research.</li><li>Revenue from clean energy materials declined due to temporary production halts and discontinuation of certain solar cell materials.</li></ul>

In Q1 FY12/25, revenue increased 8.1% YoY due to higher sales of optical products for laptops and automobiles.Operating profit rose 25.6% YoY, driven by increased Optical Products revenue and repositioning The Plaster Tape segment to research.Revenue from clean energy materials declined due to temporary production halts and discontinuation of certain solar cell materials.

KEIWA  (4251 JP): Q1 FY12/25 flash update

Fundamental Analyses, Contrarian Cashflows

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<ul><li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li><li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li></ul>

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

<ul><li>Cumulative Q3 FY12/24 revenue grew 20.4% YoY to JPY14.9bn, with operating profit up 115.2% YoY to JPY3.1bn.</li><li>Revenue from optical sheets for laptops and tablets increased, while revenue from clean energy materials declined 2.9% YoY.</li><li>Full-year FY12/24 targets revised upwards, but 2H forecasts lowered due to policy changes and increased costs.</li></ul>

Cumulative Q3 FY12/24 revenue grew 20.4% YoY to JPY14.9bn, with operating profit up 115.2% YoY to JPY3.1bn.Revenue from optical sheets for laptops and tablets increased, while revenue from clean energy materials declined 2.9% YoY.Full-year FY12/24 targets revised upwards, but 2H forecasts lowered due to policy changes and increased costs.

KEIWA  (4251 JP): Q3 FY12/24 flash update

Japan

KEIWA Incorporated manufactures and distributes optical films and sheets. The Company produces light diffusion sheets, polarization control films, and other products. KEIWA also produces paper products including moisture proof paper, engineering paper, and other products.

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KEIWA (4251 JP)

Primer: KEIWA (4251 JP) - Oct 2025

KEIWA is a specialized manufacturer of functional and optical films, with a strong position in the growing market for advanced display...

αSK

KEIWA (4251 JP): 1H FY12/25 flash update

Revenue increased by 2.8% YoY to JPY9.9bn, driven by higher sales of optical products for laptops and tablets. Operating profit rose 8.9% YoY to...

Shared Research

KEIWA (4251 JP): Q1 FY12/25 flash update

In Q1 FY12/25, revenue increased 8.1% YoY due to higher sales of optical products for laptops and automobiles. Operating profit rose 25.6% YoY,...

Shared Research

Monday Delight: 24/11/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

KEIWA (4251 JP): Q3 FY12/24 flash update

Cumulative Q3 FY12/24 revenue grew 20.4% YoY to JPY14.9bn, with operating profit up 115.2% YoY to JPY3.1bn. Revenue from optical sheets for...

Shared Research

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