Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Japan Experts, Extraordinary Performance

Our Corporate Advisory service is designed to give clients access to a wider range of investors. These include Japan specialists as well as global investors. The goal is to help achieve a fair equity valuation.

Equity Bottom-Up

<div><div><div><div><ul><li>Positioned for a major resurgence in demand – Q1 FY3/2024 results were a culmination of efforts made by management to improve the profit structure of Polaris’ business model, a successful recapitalization strategy, and a recovery in the hotel industry.</li><li>Demand was normalizing to pre-pandemic levels for Polaris’ domestic and overseas operations, with the business generating a quarterly operating margin of 6.6%, the highest since Q1 FY3/2017.</li><li>Newly disclosed KPIs highlight robust activity in the domestic market, with Q1 FY3/2024 domestic RevPAR rising 84.9% YoY. </li></ul></div></div></div></div>

Positioned for a major resurgence in demand – Q1 FY3/2024 results were a culmination of efforts made by management to improve the profit structure of Polaris’ business model, a successful recapitalization strategy, and a recovery in the hotel industry.Demand was normalizing to pre-pandemic levels for Polaris’ domestic and overseas operations, with the business generating a quarterly operating margin of 6.6%, the highest since Q1 FY3/2017.Newly disclosed KPIs highlight robust activity in the domestic market, with Q1 FY3/2024 domestic RevPAR rising 84.9% YoY. 

Polaris Holdings (3010) - Positioned to Leverage Demand Recovery

<ul><li>The waiting is over – Q4 FY3/2023 results highlighted 1) continued recovery in the hotel industry spurred by domestic and overseas traveler demand, 2) improvement in profit structure through business model transformation and increased accommodation demand has led to an increase in revenue, and 3) the completion of the acquisition of Red Planet's business in the Philippines highlights the company's expansion into overseas operations.</li><li>However, as the tourism industry in Japan is in a full-fledged recovery phase, the company believes it can achieve sustained growth.</li><li>Sound financial foundations – the company’s recapitalization strategy has been a success, and we maintain our view that there will be positive free cash flow generation in FY3/2024.</li></ul>

The waiting is over – Q4 FY3/2023 results highlighted 1) continued recovery in the hotel industry spurred by domestic and overseas traveler demand, 2) improvement in profit structure through business model transformation and increased accommodation demand has led to an increase in revenue, and 3) the completion of the acquisition of Red Planet's business in the Philippines highlights the company's expansion into overseas operations.However, as the tourism industry in Japan is in a full-fledged recovery phase, the company believes it can achieve sustained growth.Sound financial foundations – the company’s recapitalization strategy has been a success, and we maintain our view that there will be positive free cash flow generation in FY3/2024.

Polaris Holdings (3010): Experiencing a Growth Renaissance

Japan

Polaris Holdings Co., Ltd. operates and develops hotels. The Company provides catering, lodging, and other services. Polaris Holdings also operates real estate development.

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Polaris Holdings (3010 JP)

Polaris Holdings (3010) - Positioned to Leverage Demand Recovery

Newly disclosed KPIs highlight robust activity in the domestic market, with Q1 FY3/2024 domestic RevPAR rising 84.9% YoY.

Astris Advisory Japan

Polaris Holdings (3010): Experiencing a Growth Renaissance

The waiting is over – Q4 FY3/2023 results highlighted 1) continued recovery in the hotel industry spurred by domestic and overseas traveler demand...

Astris Advisory Japan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)