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>Operating revenue increased by JPY197mn to JPY62.9bn, with growth in Settlement, Guarantee, and real estate sales.</li><li>Operating expenses rose JPY1.7bn due to higher financial expenses, while SG&A expenses fell by JPY729mn.</li><li>Recurring profit decreased by JPY1.5bn to JPY3.2bn, with a 26.3% progress rate toward the earnings forecast.</li></ul>

Operating revenue increased by JPY197mn to JPY62.9bn, with growth in Settlement, Guarantee, and real estate sales.Operating expenses rose JPY1.7bn due to higher financial expenses, while SG&A expenses fell by JPY729mn.Recurring profit decreased by JPY1.5bn to JPY3.2bn, with a 26.3% progress rate toward the earnings forecast.

Orient Corp (8585 JP): Q1 FY03/26 flash update

<ul><li>Operating revenue increased by JPY16.2bn due to growth in core businesses and newly consolidated subsidiaries, despite rising expenses.</li><li>The company forecasts FY03/26 operating revenue of JPY250.0bn, with a focus on growth businesses and managing financial expenses.</li><li>Orico's new medium-term plan aims to enhance digital technology use, customer-centric models, and achieve a P/B ratio above 1.0.</li></ul>

Operating revenue increased by JPY16.2bn due to growth in core businesses and newly consolidated subsidiaries, despite rising expenses.The company forecasts FY03/26 operating revenue of JPY250.0bn, with a focus on growth businesses and managing financial expenses.Orico's new medium-term plan aims to enhance digital technology use, customer-centric models, and achieve a P/B ratio above 1.0.

Orient Corp (8585 JP): Full-year FY03/25 flash update

<ul><li>Operating revenue rose by JPY13.9bn (+8.2% YoY) to JPY182.5bn, driven by core business growth and new subsidiaries. </li><li>Operating expenses increased JPY15.4bn (+9.7% YoY) to JPY174.0bn, mainly due to higher SG&A and financing expenses. </li><li>Recurring profit decreased JPY1.6bn (-15.8% YoY) to JPY8.5bn, with net income impacted by income tax adjustments. </li></ul>

Operating revenue rose by JPY13.9bn (+8.2% YoY) to JPY182.5bn, driven by core business growth and new subsidiaries. Operating expenses increased JPY15.4bn (+9.7% YoY) to JPY174.0bn, mainly due to higher SG&A and financing expenses. Recurring profit decreased JPY1.6bn (-15.8% YoY) to JPY8.5bn, with net income impacted by income tax adjustments. 

Orient Corp (8585 JP): Q3 FY03/25 flash update

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>
Shiseido: Weak sales in China and Travel Retail hurt performance, but cost-cutting and deep-value appeal raise potential for turnaround or takeover.  </li>
<li>
Ricoh: Effissimo bets on Ricoh's slow pivot to digital services; low valuation offers downside protection despite unclear timeline for ROE recovery.</li>
<li>
Orico: Strategic Capital targets Mizuho affiliate for underperformance and insider-led governance, pushing for reform and better capital discipline.</li>
</ul>



Shiseido: Weak sales in China and Travel Retail hurt performance, but cost-cutting and deep-value appeal raise potential for turnaround or takeover.  

Ricoh: Effissimo bets on Ricoh's slow pivot to digital services; low valuation offers downside protection despite unclear timeline for ROE recovery.

Orico: Strategic Capital targets Mizuho affiliate for underperformance and insider-led governance, pushing for reform and better capital discipline.


Japan Activist Watch | Shiseido, Ricoh, Orico, Anicom

<ul><li>Operating revenue increased by JPY11.3bn YoY, driven by growth in core businesses and newly consolidated subsidiaries. </li><li>Orico revised its FY03/25 earnings forecast downward due to weaker-than-expected subsidiary performance in Thailand and Indonesia. </li><li>The company plans strategic initiatives to improve loan quality and strengthen its revenue base amid market challenges. </li></ul>

Operating revenue increased by JPY11.3bn YoY, driven by growth in core businesses and newly consolidated subsidiaries. Orico revised its FY03/25 earnings forecast downward due to weaker-than-expected subsidiary performance in Thailand and Indonesia. The company plans strategic initiatives to improve loan quality and strengthen its revenue base amid market challenges. 

Orient Corp (8585 JP): 1H FY3/25 flash update

Japan

Orient Corporation provides consumer credit services.  The Company's services include credit cards, consumer installment credits, loan guarantees, leasing, and loans.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Orient Corp (8585 JP)