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>DELCUI Inc. is now included in the Software segment, reflecting its significance as an outsourced development partner.</li><li>Revenue increased 4.1% YoY to JPY2.1bn, with operating profit up 6.2% YoY to JPY684mn.</li><li>Revenue from desknet’s NEO Cloud rose 8.6% YoY to JPY930mn, driven by increased users of bundled plans.</li></ul>

DELCUI Inc. is now included in the Software segment, reflecting its significance as an outsourced development partner.Revenue increased 4.1% YoY to JPY2.1bn, with operating profit up 6.2% YoY to JPY684mn.Revenue from desknet’s NEO Cloud rose 8.6% YoY to JPY930mn, driven by increased users of bundled plans.

NEOJAPAN Inc (3921 JP): Q1 FY01/27 flash update

<ul><li>Revenue grew 13.3% YoY to JPY8.2bn, achieving 100.1% of the FY01/26 forecast, with a dividend increase to JPY52.00.</li><li>Software segment revenue rose 19.4% YoY to JPY6.2bn, driven by cloud services and price revisions from September 2024.</li><li>FY01/27 forecasts revenue at JPY8.6bn (+4.7% YoY), with growth from cloud services and increased personnel expenses.</li></ul>

Revenue grew 13.3% YoY to JPY8.2bn, achieving 100.1% of the FY01/26 forecast, with a dividend increase to JPY52.00.Software segment revenue rose 19.4% YoY to JPY6.2bn, driven by cloud services and price revisions from September 2024.FY01/27 forecasts revenue at JPY8.6bn (+4.7% YoY), with growth from cloud services and increased personnel expenses.

NEOJAPAN Inc (3921 JP): Full-year FY01/26 flash update

<ul><li>Revenue increased to JPY6.1bn (+15.2% YoY), operating profit to JPY1.9bn (+36.7% YoY), and recurring profit to JPY2.0bn (+35.1% YoY).</li><li>Revenue from desknet’s NEO Cloud rose to JPY2.7bn (+30.1% YoY) due to a price revision in September 2024.</li><li>Revised full-year FY01/26 forecast: revenue JPY8.2bn, operating profit JPY2.4bn, net income JPY1.7bn, annual dividend JPY50.00 per share.</li></ul>

Revenue increased to JPY6.1bn (+15.2% YoY), operating profit to JPY1.9bn (+36.7% YoY), and recurring profit to JPY2.0bn (+35.1% YoY).Revenue from desknet’s NEO Cloud rose to JPY2.7bn (+30.1% YoY) due to a price revision in September 2024.Revised full-year FY01/26 forecast: revenue JPY8.2bn, operating profit JPY2.4bn, net income JPY1.7bn, annual dividend JPY50.00 per share.

NEOJAPAN Inc (3921 JP): Q3 FY01/26 flash update

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Apr 17th. The aggregated net margin trading position is USD24,215m.</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 Kioxia, Advantest, SoftBank, Lasertec, Fujikura, Mitsubishi Heavy Industries, Furukawa Electric, JX Advanced Metals, Disco, Tokyo Electron.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Apr 17th. The aggregated net margin trading position is USD24,215m.
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 Kioxia, Advantest, SoftBank, Lasertec, Fujikura, Mitsubishi Heavy Industries, Furukawa Electric, JX Advanced Metals, Disco, Tokyo Electron.


JPX Margin Trading Weekly (Apr 17th): Kioxia, Advantest, SoftBank, Lasertec, Fujikura

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Jun 20th. The aggregated net margin trading position is USD17,331m.</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 Advantest, Disco, Mitsubishi Heavy Industries, Lasertec, Skylark, Isuzu Motors, Softbank, Joyful Honda, Nippon Steel, Mitsubishi Ufj Financial.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jun 20th. The aggregated net margin trading position is USD17,331m.
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 Advantest, Disco, Mitsubishi Heavy Industries, Lasertec, Skylark, Isuzu Motors, Softbank, Joyful Honda, Nippon Steel, Mitsubishi Ufj Financial.


JPX Margin Trading Weekly (Jun 20th): Advantest, Disco, Mitsubishi Heavy Industries, Lasertec

Japan

NEOJAPAN Inc. develops and provides Internet application software, which includes  a web-based groupware for information sharing within a company. The Company mainly provides package software, application service and system integration.

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NEOJAPAN Inc (3921 JP)