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>Sales increased to JPY33.5bn (+5.1% YoY), with operating profit at JPY4.4bn (+22.9% YoY) and net income JPY5.0bn (+36.0% YoY).</li><li>Elderly care career sales reached JPY11.0bn (+6.9% YoY), while medical care career sales totaled JPY10.6bn (+3.1% YoY).</li><li>Kaipoke's sales rose to JPY6.6bn (+14.2% YoY), driven by membership growth and adoption of paid optional services.</li></ul>

Sales increased to JPY33.5bn (+5.1% YoY), with operating profit at JPY4.4bn (+22.9% YoY) and net income JPY5.0bn (+36.0% YoY).Elderly care career sales reached JPY11.0bn (+6.9% YoY), while medical care career sales totaled JPY10.6bn (+3.1% YoY).Kaipoke's sales rose to JPY6.6bn (+14.2% YoY), driven by membership growth and adoption of paid optional services.

Sms Co Ltd (2175 JP): 1H FY03/26 flash update

<ul><li>Sales increased by 7.2% YoY to JPY18.7bn, with operating profit up 20.5% YoY to JPY3.6bn.</li><li>Kaipoke platform service sales grew 14.1% YoY, driven by increased member locations and expanded optional services usage.</li><li>Global Career business sales fell 10.4% YoY, impacted by high prior-year comparison and geopolitical instability.</li></ul>

Sales increased by 7.2% YoY to JPY18.7bn, with operating profit up 20.5% YoY to JPY3.6bn.Kaipoke platform service sales grew 14.1% YoY, driven by increased member locations and expanded optional services usage.Global Career business sales fell 10.4% YoY, impacted by high prior-year comparison and geopolitical instability.

Sms Co Ltd (2175 JP): Q1 FY03/26 flash update

<ul><li>Sales increased by 12.9% YoY to JPY60.6bn, driven by Career and Kaipoke businesses, despite higher costs.</li><li>FY03/26 forecasts sales of JPY67.5bn (+10.8% YoY), operating profit of JPY7.3bn (+15.0% YoY), and net income of JPY7.0bn (+16.1% YoY).</li><li>Company plans a share buyback of 3,382,600 shares, valued at JPY4.0bn, from April 30 to July 31, 2025.</li></ul>

Sales increased by 12.9% YoY to JPY60.6bn, driven by Career and Kaipoke businesses, despite higher costs.FY03/26 forecasts sales of JPY67.5bn (+10.8% YoY), operating profit of JPY7.3bn (+15.0% YoY), and net income of JPY7.0bn (+16.1% YoY).Company plans a share buyback of 3,382,600 shares, valued at JPY4.0bn, from April 30 to July 31, 2025.

Sms Co Ltd (2175 JP): Full-year FY03/25 flash update

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/medical-data-vision-co-ltd" target="_blank" data-smartkarma-citation="entities:8367:1" rel="noopener">Medical Data Vision (3902 JP)</a> has recommended a tender offer from Nippon Life at JPY1,693, a 212.4% premium to the last close.</li>
<li>The substantial takeover premium reflects the outcome of an auction and <a href="https://www.smartkarma.com/entities/sbi-holdings-inc" target="_blank" data-smartkarma-citation="entities:10928:1" rel="noopener">SBI Holdings (8473 JP)</a> willingness to share TOB tax benefits with minority shareholders. </li>
<li>The substantial takeover premium also ensures that this is a done deal. The tender closes on 3 February, with payment commencing from 9 February. </li>
</ul>



Medical Data Vision (3902 JP) has recommended a tender offer from Nippon Life at JPY1,693, a 212.4% premium to the last close.
The substantial takeover premium reflects the outcome of an auction and SBI Holdings (8473 JP) willingness to share TOB tax benefits with minority shareholders. 
The substantial takeover premium also ensures that this is a done deal. The tender closes on 3 February, with payment commencing from 9 February. 


Medical Data Vision (3902 JP): Nippon Life’s Tender Offer at JPY1,693 (3x Last Close)

<ul><li>Sales increased 14.0% YoY to JPY44.9bn, while operating profit decreased 27.4% YoY to JPY3.6bn. </li><li>Revised FY03/25 forecast: sales JPY61.1bn (+13.1% YoY), operating profit JPY6.3bn (-23.8% YoY), net income JPY6.1bn (-16.3% YoY). </li><li>Kaipoke member locations increased by 9.5% YoY, with 31,150 locations and 54,350 elderly care facilities. </li></ul>

Sales increased 14.0% YoY to JPY44.9bn, while operating profit decreased 27.4% YoY to JPY3.6bn. Revised FY03/25 forecast: sales JPY61.1bn (+13.1% YoY), operating profit JPY6.3bn (-23.8% YoY), net income JPY6.1bn (-16.3% YoY). Kaipoke member locations increased by 9.5% YoY, with 31,150 locations and 54,350 elderly care facilities. 

Sms Co Ltd (2175 JP): Q3 FY03/25 flash update

Japan

SMS CO.,LTD. is a website operator regarding elderly care.  On its websites, the company provides a variety of information contents related to employment placements for senior care assistants and doctors, as well as medical and nursing qualifications.

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Sms Co Ltd (2175 JP)

Sms Co Ltd (2175 JP): 1H FY03/26 flash update

Sales increased to JPY33.5bn (+5.1% YoY), with operating profit at JPY4.4bn (+22.9% YoY) and net income JPY5.0bn (+36.0% YoY). Elderly care career...

Shared Research

Sms Co Ltd (2175 JP): Q1 FY03/26 flash update

Sales increased by 7.2% YoY to JPY18.7bn, with operating profit up 20.5% YoY to JPY3.6bn. Kaipoke platform service sales grew 14.1% YoY, driven by...

Shared Research

Sms Co Ltd (2175 JP): Full-year FY03/25 flash update

Sales increased by 12.9% YoY to JPY60.6bn, driven by Career and Kaipoke businesses, despite higher costs. FY03/26 forecasts sales of JPY67.5bn...

Shared Research

Medical Data Vision (3902 JP): Nippon Life’s Tender Offer at JPY1,693 (3x Last Close)

The substantial takeover premium reflects the outcome of an auction and SBI Holdings' willingness to share TOB tax benefits with minority...

Arun George

Sms Co Ltd (2175 JP): Q3 FY03/25 flash update

Sales increased 14.0% YoY to JPY44.9bn, while operating profit decreased 27.4% YoY to JPY3.6bn. Revised FY03/25 forecast: sales JPY61.1bn...

Shared Research

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