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>Revenue increased 8.3% YoY to JPY64.1bn, with ink sales volume contributing JPY4.0bn and forex JPY500mn.</li><li>Operating profit decreased 1.8% YoY to JPY3.9bn, impacted by cost increases and raw material expenses.</li><li>Segment revenue and operating profit varied, with notable changes in packaging inks, gravure inks, and inkjet inks sales.</li></ul>

Revenue increased 8.3% YoY to JPY64.1bn, with ink sales volume contributing JPY4.0bn and forex JPY500mn.Operating profit decreased 1.8% YoY to JPY3.9bn, impacted by cost increases and raw material expenses.Segment revenue and operating profit varied, with notable changes in packaging inks, gravure inks, and inkjet inks sales.

Sakata Inx Corp (4633 JP): Q1 FY12/25 flash update

<ul><li>FY12/24 revenue was JPY245.6bn (+7.5% YoY), with operating profit at JPY13.2bn (+15.0% YoY) and net income JPY9.0bn (+20.6% YoY).</li><li>Segment revenue and operating profit showed mixed results, with notable increases in packaging inks and digital printing materials sales.</li><li>FY12/25 forecasts project revenue of JPY268.0bn (+9.1% YoY), with operating profit at JPY15.5bn (+17.8% YoY) and net income JPY10.8bn (+19.9% YoY).</li></ul>

FY12/24 revenue was JPY245.6bn (+7.5% YoY), with operating profit at JPY13.2bn (+15.0% YoY) and net income JPY9.0bn (+20.6% YoY).Segment revenue and operating profit showed mixed results, with notable increases in packaging inks and digital printing materials sales.FY12/25 forecasts project revenue of JPY268.0bn (+9.1% YoY), with operating profit at JPY15.5bn (+17.8% YoY) and net income JPY10.8bn (+19.9% YoY).

Sakata Inx Corp (4633 JP): Full-year FY12/24 flash update

<ul><li>The company recorded cumulative Q3 revenue of JPY182.4bn, operating profit of JPY10.9bn, and net income of JPY8.4bn.</li><li>Packaging inks sales grew in Indonesia, India, and Vietnam, with segment revenue increasing due to strong sales and forex impact.</li><li>Inkjet inks and pigment dispersions sales exceeded YoY levels, driven by strong overseas demand and a weaker yen.</li></ul>

The company recorded cumulative Q3 revenue of JPY182.4bn, operating profit of JPY10.9bn, and net income of JPY8.4bn.Packaging inks sales grew in Indonesia, India, and Vietnam, with segment revenue increasing due to strong sales and forex impact.Inkjet inks and pigment dispersions sales exceeded YoY levels, driven by strong overseas demand and a weaker yen.

Sakata Inx Corp (4633 JP): Q3 FY12/24 flash update

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sakata-inx-corp" target="_blank" data-smartkarma-citation="entities:19446:1" rel="noopener">Sakata Inx Corp (4633 JP)</a> and <a href="https://www.smartkarma.com/entities/toyo-ink-sc-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:13233:1" rel="noopener">Toyo Ink Sc Holdings (4634 JP)</a> are finally getting around to unwinding the rest of their cross-holdings from their decision 5yrs ago.</li>
<li>This is highly accretive. +10% on EPS this year on a weighted average basis and +16.8% on a spot basis. </li>
<li>The reason is good governance and capital efficiency. A side effect is it shifts the shareholder structure more in favor of economic investors. </li>
</ul>



Sakata Inx Corp (4633 JP) and Toyo Ink Sc Holdings (4634 JP) are finally getting around to unwinding the rest of their cross-holdings from their decision 5yrs ago.
This is highly accretive. +10% on EPS this year on a weighted average basis and +16.8% on a spot basis. 
The reason is good governance and capital efficiency. A side effect is it shifts the shareholder structure more in favor of economic investors. 


Sakata Inx (4633) HUGE Buyback Makes Things Interesting

David Blennerhassett

<div>
<p>This week in StubWorld ...</p>
</div>
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<div class="content-highlight">
<p>A change of pace with two infrequently discussed stubs in unwind territory:<br><a href="https://www.smartkarma.com/entities/jafco-co-ltd" target="_blank" data-smartkarma-citation="entities:8848:1" rel="noopener"></a></p>
<p><a href="https://www.smartkarma.com/entities/jafco-co-ltd" target="_blank" data-smartkarma-citation="entities:8848:1" rel="noopener"></a><a href="https://www.smartkarma.com/entities/news-corp-class-b" target="_blank" data-smartkarma-citation="entities:5990:1" rel="noopener">News Corp (NWSA US)</a><a href="https://www.smartkarma.com/entities/jafco-co-ltd" target="_blank" data-smartkarma-citation="entities:8848:1" rel="noopener">  / </a><a href="https://www.smartkarma.com/entities/rea-group-ltd" target="_blank" data-smartkarma-citation="entities:699:1" rel="noopener">REA Group Ltd (REA AU)</a>, and<br><a href="https://www.smartkarma.com/entities/jafco-co-ltd" target="_blank" data-smartkarma-citation="entities:8848:1" rel="noopener">Jafco Co Ltd (8595 JP)</a> / <a href="https://www.smartkarma.com/entities/nomura-research-institute-ltd" target="_blank" data-smartkarma-citation="entities:18129:1" rel="noopener">Nomura Research Institute Ltd (4307 JP)</a>.</p>
<p><em>and ...</em></p>
<p>two lesser-known stubs in set-up territory:<br><br><a href="https://www.smartkarma.com/entities/iljin-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:11265:1" rel="noopener">Iljin Holdings (015860 KS)</a> / <a href="https://www.smartkarma.com/entities/iljin-electric-co-ltd" target="_blank" data-smartkarma-citation="entities:4098:1" rel="noopener">Iljin Electric (103590 KS)</a>, and<br><a href="https://www.smartkarma.com/entities/sakata-inx-corp" target="_blank" data-smartkarma-citation="entities:19446:1" rel="noopener">Sakata Inx Corp (4633 JP)</a>  / <a href="https://www.smartkarma.com/entities/siix-corp" target="_blank" data-smartkarma-citation="entities:13244:1" rel="noopener">Siix Corp (7613 JP)</a>.</p>
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</div>
<div>
<p>Preceding my comments on these holding company relationships<a href="https://www.smartkarma.com/entities/pccw-ltd" target="_blank" data-smartkarma-citation="entities:873:1" rel="noopener"></a> are the weekly setup/unwind tables for Asia-Pacific Holdcos.</p>
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<p>These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.</p>
</div>
<div>
<p>As always, more below the fold.</p>
</div>


This week in StubWorld ...



A change of pace with two infrequently discussed stubs in unwind territory: 
News Corp (NWSA US)  / REA Group Ltd (REA AU), and Jafco Co Ltd (8595 JP) / Nomura Research Institute Ltd (4307 JP).
and ...
two lesser-known stubs in set-up territory:  Iljin Holdings (015860 KS) / Iljin Electric (103590 KS), and Sakata Inx Corp (4633 JP)  / Siix Corp (7613 JP).



Preceding my comments on these holding company relationships are the weekly setup/unwind tables for Asia-Pacific Holdcos.


These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.


As always, more below the fold.


StubWorld: News Corp/REA Group, Jafco/Nomura Research, Iljin Holdings/Iljin Electric, Sakata/SIIX

Japan

SAKATA INX CORPORATION mainly produces printing inks, equipment, and other related materials for the newspaper and cardboard industries.

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Sakata Inx Corp (4633 JP)