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>Orders increased by 2.5% YoY to JPY74.3bn, while revenue rose by 0.4% YoY to JPY57.7bn.</li><li>The Special Purpose Truck business saw a 26.2% YoY rise in orders to JPY42.9bn, with revenue up 4.2%.</li><li>The company revised its FY03/26 forecast, expecting orders of JPY320.0bn and revenue of JPY285.0bn, despite weaker EV demand.</li></ul>

Orders increased by 2.5% YoY to JPY74.3bn, while revenue rose by 0.4% YoY to JPY57.7bn.The Special Purpose Truck business saw a 26.2% YoY rise in orders to JPY42.9bn, with revenue up 4.2%.The company revised its FY03/26 forecast, expecting orders of JPY320.0bn and revenue of JPY285.0bn, despite weaker EV demand.

Shinmaywa Industries (7224 JP): Q1 FY03/26 flash update

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>8 days ago I wrote Murakami-san upped his stake in <a href="https://www.smartkarma.com/entities/exedy-corp" target="_blank" data-smartkarma-citation="entities:6516:1" rel="noopener">Exedy Corp (7278 JP)</a> to 23.5%, could buy more into earnings, and earnings could deliver a buyback. That was ¥3495/3600.</li>
<li>He bought more, reported 24.72% as of 22-Oct). I bet he reports more in a week. Also, Exedy today reported a small yoy gain in H1 revenue. OP+76%yoy. NP+17%yoy.</li>
<li>The company also reported a BIG div hike to ¥200/yr and a giant ¥30bn buyback. Activists and Murakami hangers-on have won. So watch out! The playbook is different than expected.</li>
</ul>


8 days ago I wrote Murakami-san upped his stake in Exedy Corp (7278 JP) to 23.5%, could buy more into earnings, and earnings could deliver a buyback. That was ¥3495/3600.
He bought more, reported 24.72% as of 22-Oct). I bet he reports more in a week. Also, Exedy today reported a small yoy gain in H1 revenue. OP+76%yoy. NP+17%yoy.
The company also reported a BIG div hike to ¥200/yr and a giant ¥30bn buyback. Activists and Murakami hangers-on have won. So watch out! The playbook is different than expected.


[JAPAN ACTIVISM] Exedy (7278) - You Won, BIG Capital Payout, Murakami Up. Now Watch Out!

<ul><li>The company achieved YoY revenue and profit growth, with operating profit up 18.7% and net income up 23.1%.</li><li>The Special Purpose Truck business anticipates YoY profit growth, driven by selling price hikes and normalized production activity.</li><li>The Aircraft business expects increased orders and production volumes for Boeing components, despite a temporary lull in production.</li></ul>

The company achieved YoY revenue and profit growth, with operating profit up 18.7% and net income up 23.1%.The Special Purpose Truck business anticipates YoY profit growth, driven by selling price hikes and normalized production activity.The Aircraft business expects increased orders and production volumes for Boeing components, despite a temporary lull in production.

Shinmaywa Industries (7224 JP): Full-year FY03/25 flash update

<ul><li>Revenue increased YoY due to growth in Special Purpose Truck and Parking Systems, despite Industrial Machinery decline.</li><li>Operating profit rose YoY, driven by revenue growth, selling price revisions, and yen depreciation benefits.</li><li>Full-year FY03/25 forecast revised with a JPY5.0bn revenue decrease, maintaining profit projections despite market challenges.</li></ul>

Revenue increased YoY due to growth in Special Purpose Truck and Parking Systems, despite Industrial Machinery decline.Operating profit rose YoY, driven by revenue growth, selling price revisions, and yen depreciation benefits.Full-year FY03/25 forecast revised with a JPY5.0bn revenue decrease, maintaining profit projections despite market challenges.

Shinmaywa Industries (7224 JP): Q3 FY03/25 flash update

Global Materials | Industrials | Commodities

Rahul Jain

Thematic (Sector/Industry)

<ul>
<li>Japan’s defence renaissance is underway, driven by structural budget growth toward 2%+ of GDP.</li>
<li>Multi-Decade tailwinds in missiles, cyber, and naval systems will reshape the domestic defence industry.</li>
<li>Investors should balance national champions with mid-cap leverage plays to capture both visibility and alpha.</li>
</ul>


Japan’s defence renaissance is underway, driven by structural budget growth toward 2%+ of GDP.
Multi-Decade tailwinds in missiles, cyber, and naval systems will reshape the domestic defence industry.
Investors should balance national champions with mid-cap leverage plays to capture both visibility and alpha.


Japan Defence Supercycle: Multi-Decade Tailwinds, Near-Term Catalysts

Japan

ShinMaywa Industries, Ltd. manufactures special duty vehicles such as dump trucks and cranes.  The Company also produces aircraft parts, industrial machinery, sky-parking systems, and environmental systems such as underwater kitchen refuse decomposers.

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Shinmaywa Industries (7224 JP)