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>Organo's Q1 FY03/26 results: Orders JPY59.6bn (+13.0% YoY), revenue JPY38.1bn (+20.5% YoY), operating profit JPY7.0bn (+73.8% YoY). </li><li>Revised full-year FY03/26 forecast: Orders JPY180.0bn (+19.0% YoY), revenue JPY175.0bn (+7.2% YoY), operating profit JPY34.0bn (+9.3% YoY). </li><li>Electronics industry growth: Semiconductor projects in Taiwan, Japan, US, and increased sales of water treatment chemicals. </li></ul>

Organo's Q1 FY03/26 results: Orders JPY59.6bn (+13.0% YoY), revenue JPY38.1bn (+20.5% YoY), operating profit JPY7.0bn (+73.8% YoY). Revised full-year FY03/26 forecast: Orders JPY180.0bn (+19.0% YoY), revenue JPY175.0bn (+7.2% YoY), operating profit JPY34.0bn (+9.3% YoY). Electronics industry growth: Semiconductor projects in Taiwan, Japan, US, and increased sales of water treatment chemicals. 

Organo Corp (6368 JP): Q1 FY03/26 flash update

<ul><li>In FY03/25, Organo reported orders of JPY151.3bn, revenue of JPY163.3bn, and net income of JPY24.2bn.</li><li>Orders in the Water Treatment Engineering business totaled JPY126.3bn, with revenue reaching JPY138.1bn, driven by electronics industry demand.</li><li>For FY03/26, Organo forecasts orders of JPY180.0bn, revenue of JPY175.0bn, and net income of JPY24.2bn.</li></ul>

In FY03/25, Organo reported orders of JPY151.3bn, revenue of JPY163.3bn, and net income of JPY24.2bn.Orders in the Water Treatment Engineering business totaled JPY126.3bn, with revenue reaching JPY138.1bn, driven by electronics industry demand.For FY03/26, Organo forecasts orders of JPY180.0bn, revenue of JPY175.0bn, and net income of JPY24.2bn.

Organo Corp (6368 JP): Full-year FY03/25 flash update

<ul><li>Orders received totaled JPY118.0bn (+8.3% YoY), revenue JPY115.7bn (+8.9% YoY), operating profit JPY19.7bn (+39.1% YoY). </li><li>Water Treatment Engineering orders were JPY99.0bn (+9.1% YoY), revenue JPY96.9bn (+9.4% YoY), operating profit JPY17.0bn (+41.8% YoY). </li><li>Full-year forecast: orders JPY155.0bn (+7.3% YoY), revenue JPY167.5bn (+11.4% YoY), operating profit JPY31.0bn (+37.5% YoY).</li></ul>

Orders received totaled JPY118.0bn (+8.3% YoY), revenue JPY115.7bn (+8.9% YoY), operating profit JPY19.7bn (+39.1% YoY). Water Treatment Engineering orders were JPY99.0bn (+9.1% YoY), revenue JPY96.9bn (+9.4% YoY), operating profit JPY17.0bn (+41.8% YoY). Full-year forecast: orders JPY155.0bn (+7.3% YoY), revenue JPY167.5bn (+11.4% YoY), operating profit JPY31.0bn (+37.5% YoY).

Organo Corp (6368 JP): Q3 FY03/25 flash update

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Gan & Lee Pharmaceuticals / Technical Analysis

<ul>
<li>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment</li>
<li>Short-Term supports to watch on ACWI-US continue to be $132 (testing now), $130, $128, $125-$126, and $123-$123.50. All signs point to the ACWI-US uptrend continuing for the foreseeable future.</li>
<li>Upgrading China to Overweight; Europe Breaking Out; Japan Also Remains Attractive. Buys in Consumer Discretionary (primarily autos/parts), Industrials, Services, Health Care, Materials, Financials, and Real Estate</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment
Short-Term supports to watch on ACWI-US continue to be $132 (testing now), $130, $128, $125-$126, and $123-$123.50. All signs point to the ACWI-US uptrend continuing for the foreseeable future.
Upgrading China to Overweight; Europe Breaking Out; Japan Also Remains Attractive. Buys in Consumer Discretionary (primarily autos/parts), Industrials, Services, Health Care, Materials, Financials, and Real Estate


Upgrading China to Overweight; Europe Breaking Out

<ul><li>In Q1 FY03/25, Organo reported orders received of JPY52.7bn (+56.9% YoY) and net income of JPY2.7bn (+67.6% YoY).</li><li>The Water Treatment Engineering business saw orders received of JPY46.5bn (+69.0% YoY) and revenue of JPY25.5bn (+6.8% YoY).</li><li>Organo revised its FY03/25 full-year forecast, increasing orders received to JPY165.0bn and net income to JPY17.6bn.</li></ul>

In Q1 FY03/25, Organo reported orders received of JPY52.7bn (+56.9% YoY) and net income of JPY2.7bn (+67.6% YoY).The Water Treatment Engineering business saw orders received of JPY46.5bn (+69.0% YoY) and revenue of JPY25.5bn (+6.8% YoY).Organo revised its FY03/25 full-year forecast, increasing orders received to JPY165.0bn and net income to JPY17.6bn.

Organo Corp (6368 JP): Q1 FY03/25 flash update

Japan

ORGANO CORPORATION manufactures water treatment equipment and other related peripherals and supplies.  The Company also produces industrial chemical products such as activated carbon and charcoal, water treatment compounds, and ion exchange resins.  Organo's water treatment systems are used for ultra-pure water production in nuclear power and semiconductor manufacturing processes.

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Organo Corp (6368 JP)