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>FY03/26 sales rose 11.2% YoY to JPY171.3bn; operating profit decreased 2.3% YoY to JPY15.1bn.</li><li>Yellow Hat opened 20 stores and closed six in Japan; total domestic stores reached 936 by FY03/26.</li><li>FY03/27 projections: sales JPY176.0bn (+2.8% YoY), operating profit JPY16.0bn (+6.0% YoY), net income JPY12.2bn (+1.9% YoY).</li></ul>

FY03/26 sales rose 11.2% YoY to JPY171.3bn; operating profit decreased 2.3% YoY to JPY15.1bn.Yellow Hat opened 20 stores and closed six in Japan; total domestic stores reached 936 by FY03/26.FY03/27 projections: sales JPY176.0bn (+2.8% YoY), operating profit JPY16.0bn (+6.0% YoY), net income JPY12.2bn (+1.9% YoY).

Yellow Hat Ltd (9882 JP): Full-year FY03/26 flash update

<ul><li>Sales increased 11.1% YoY to JPY132.4bn, driven by Y International consolidation and strong expendable auto parts sales.</li><li>Operating profit decreased 3.1% YoY to JPY12.7bn, impacted by higher SG&A expenses and sluggish winter product sales.</li><li>Net income rose 7.6% YoY to JPY10.5bn, aided by gains from the sale of investment securities.</li></ul>

Sales increased 11.1% YoY to JPY132.4bn, driven by Y International consolidation and strong expendable auto parts sales.Operating profit decreased 3.1% YoY to JPY12.7bn, impacted by higher SG&A expenses and sluggish winter product sales.Net income rose 7.6% YoY to JPY10.5bn, aided by gains from the sale of investment securities.

Yellow Hat Ltd (9882 JP): Q3 FY03/26 flash update

<ul><li>In 1H FY03/26, sales increased 14.5% YoY to JPY79.3bn, with operating profit rising 2.8% YoY to JPY5.5bn.</li><li>Gross profit grew 15.0% YoY to JPY35.0bn, while SG&A expenses increased 17.6% YoY to JPY29.5bn.</li><li>The company had 921 domestic stores by end-Q2 FY03/26, with six openings and three closings in Japan.</li></ul>

In 1H FY03/26, sales increased 14.5% YoY to JPY79.3bn, with operating profit rising 2.8% YoY to JPY5.5bn.Gross profit grew 15.0% YoY to JPY35.0bn, while SG&A expenses increased 17.6% YoY to JPY29.5bn.The company had 921 domestic stores by end-Q2 FY03/26, with six openings and three closings in Japan.

Yellow Hat Ltd (9882 JP): 1H FY03/26 flash update

<ul><li>In Q1 FY03/26, Yellow Hat's sales increased 16.2% YoY to JPY40.3bn, with operating profit up 12.4% YoY.</li><li>The company opened four new Yellow Hat stores, resulting in a total of 919 domestic stores by end-Q1 FY03/26.</li><li>Sales for a segment decreased by 0.5% YoY to JPY1.4bn, with operating profit declining by 6.3% YoY.</li></ul>

In Q1 FY03/26, Yellow Hat's sales increased 16.2% YoY to JPY40.3bn, with operating profit up 12.4% YoY.The company opened four new Yellow Hat stores, resulting in a total of 919 domestic stores by end-Q1 FY03/26.Sales for a segment decreased by 0.5% YoY to JPY1.4bn, with operating profit declining by 6.3% YoY.

Yellow Hat Ltd (9882 JP): Q1 FY03/26 flash update

Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Cross Asset Strategy

<p>Growth as a style has been the “norm” for years, is the “norm” about to end? The continued strategies by Central Bank’s towards a “<em>lower for longer stance around interest rates</em>”, extended the underperformance of value for most of 2020. However, with the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review. </p>

Growth as a style has been the “norm” for years, is the “norm” about to end? The continued strategies by Central Bank’s towards a “lower for longer stance around interest rates”, extended the underperformance of value for most of 2020. However, with the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review. 

Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)

Japan

Yellow Hat Ltd. operates specialty retail store chain of automotive related products throughout Japan.  The Company mainly wholesales merchandizes to franchise stores and also operates directly-run stores.  Yellow Hat sells tires, wheels, audio car audio & visual systems, car wash and chemical products, and car interior and exterior accessories.

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Yellow Hat Ltd (9882 JP)