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 to JPY37.2bn (+18.2% YoY), driven by new store openings and M&A activity in FY03/25.</li><li>Operating profit reached JPY1.6bn (+1.0% YoY), despite higher raw material and personnel costs impacting profitability.</li><li>The SRS group opened 13 restaurants, closed 18, and acquired six through M&A, ending with 781 restaurants.</li></ul>

Revenue increased to JPY37.2bn (+18.2% YoY), driven by new store openings and M&A activity in FY03/25.Operating profit reached JPY1.6bn (+1.0% YoY), despite higher raw material and personnel costs impacting profitability.The SRS group opened 13 restaurants, closed 18, and acquired six through M&A, ending with 781 restaurants.

SRS Holdings (8163 JP): 1H FY03/26 flash update

<ul><li>Revenue in Q1 FY03/26 was JPY17.9bn, up 18.6% YoY, with Washoku Sato contributing JPY6.8bn.</li><li>Operating profit decreased by 7.0% YoY to JPY578mn, impacted by higher raw material and personnel costs.</li><li>SRS group opened seven restaurants and closed six, ending Q1 with 781 total restaurants, up from 780.</li></ul>

Revenue in Q1 FY03/26 was JPY17.9bn, up 18.6% YoY, with Washoku Sato contributing JPY6.8bn.Operating profit decreased by 7.0% YoY to JPY578mn, impacted by higher raw material and personnel costs.SRS group opened seven restaurants and closed six, ending Q1 with 781 total restaurants, up from 780.

SRS Holdings (8163 JP): Q1 FY03/26 flash update

<ul><li>Revenue reached JPY49.2bn (+10.6% YoY) with Washoku Sato, Nigiri Chojiro, Kazokutei, and Tendon Tempura Honpo Santen contributing.</li><li>Operating profit was JPY2.1bn (+33.6% YoY) with an OPM of 4.3%, despite increased SG&A expenses.</li><li>SRS group opened 33 restaurants, closed 49, and acquired Amino Co., Ltd. and Singa inc as subsidiaries.</li></ul>

Revenue reached JPY49.2bn (+10.6% YoY) with Washoku Sato, Nigiri Chojiro, Kazokutei, and Tendon Tempura Honpo Santen contributing.Operating profit was JPY2.1bn (+33.6% YoY) with an OPM of 4.3%, despite increased SG&A expenses.SRS group opened 33 restaurants, closed 49, and acquired Amino Co., Ltd. and Singa inc as subsidiaries.

SRS Holdings (8163 JP): Q3 FY03/25 flash update

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Oct 3rd. The aggregated net margin trading position is USD17,873m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in IHI, Nippon Steel, Nitori, Ai Robotics, Pan Pacific International, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Disco, Kintetsu, Yamada, Ihi.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Oct 3rd. The aggregated net margin trading position is USD17,873m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in IHI, Nippon Steel, Nitori, Ai Robotics, Pan Pacific International, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Disco, Kintetsu, Yamada, Ihi.


JPX Margin Trading Weekly (Oct 3rd): IHI, Nippon Steel, Nitori, Ai Robotics

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Sep 26th. The aggregated net margin trading position is USD13,494m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho, Mitsui O.S.K. Lines, Mitsubishi Heavy Industries, Tokyo Electron, Nagoya Railroad, Sanrio, Advantest, Softbank, Ihi.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Sep 26th. The aggregated net margin trading position is USD13,494m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho, Mitsui O.S.K. Lines, Mitsubishi Heavy Industries, Tokyo Electron, Nagoya Railroad, Sanrio, Advantest, Softbank, Ihi.


JPX Margin Trading Weekly (Sep 26th): Sanrio, Advantest, SoftBank, IHI, Kintetsu, Zensho

Japan

SRS Holdings Co., Ltd. operates as a holding company. The Company, through its subsidiaries, focuses on restaurant businesses. SRS Holdings provides meals, noodles, rice, and beverages. SRS Holdings serves customers in Japan.

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SRS Holdings (8163 JP)