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>FY02/26 forecast revised upward: revenue JPY225.0bn (+9.8% YoY), operating profit JPY8.2bn (+12.2% YoY), net income JPY4.8bn (+26.2% YoY).</li><li>1H sales rose 11.3% YoY, driven by product initiatives, new stores, and price revisions; profit margin improved.</li><li>Overseas sales declined 1.7% YoY due to exchange rates; segment profit fell 4.8% YoY from higher labor costs.</li></ul>

FY02/26 forecast revised upward: revenue JPY225.0bn (+9.8% YoY), operating profit JPY8.2bn (+12.2% YoY), net income JPY4.8bn (+26.2% YoY).1H sales rose 11.3% YoY, driven by product initiatives, new stores, and price revisions; profit margin improved.Overseas sales declined 1.7% YoY due to exchange rates; segment profit fell 4.8% YoY from higher labor costs.

Yoshinoya Holdings (9861 JP): 1H FY2/26 flash update

<ul><li>The company achieved FY02/25 sales of JPY205.0bn, surpassing the JPY180.0bn target, driven by agile menu pricing.</li><li>Operating profit for FY02/25 reached JPY7.3bn, exceeding the JPY7.0bn target, despite rising raw material and labor costs.</li><li>The company maintained a strong operating margin of 6.3% in FY02/25, supported by cost control and efficiency improvements.</li></ul>

The company achieved FY02/25 sales of JPY205.0bn, surpassing the JPY180.0bn target, driven by agile menu pricing.Operating profit for FY02/25 reached JPY7.3bn, exceeding the JPY7.0bn target, despite rising raw material and labor costs.The company maintained a strong operating margin of 6.3% in FY02/25, supported by cost control and efficiency improvements.

Yoshinoya Holdings (9861 JP): Q1 FY02/26 flash update

<ul><li>Consolidated sales reached JPY205.0bn (+9.3% YoY), with operating profit at JPY7.3bn (-8.4% YoY) and net income JPY3.8bn (-32.1% YoY).</li><li>The company forecasts FY02/26 sales at JPY225.0bn (+9.8% YoY), with operating profit expected to rise 1.3% YoY.</li><li>The company achieved JPY187.5bn sales in FY02/24, surpassing its JPY180.0bn target, due to agile menu price revisions.</li></ul>

Consolidated sales reached JPY205.0bn (+9.3% YoY), with operating profit at JPY7.3bn (-8.4% YoY) and net income JPY3.8bn (-32.1% YoY).The company forecasts FY02/26 sales at JPY225.0bn (+9.8% YoY), with operating profit expected to rise 1.3% YoY.The company achieved JPY187.5bn sales in FY02/24, surpassing its JPY180.0bn target, due to agile menu price revisions.

Yoshinoya Holdings (9861 JP): Full-year FY02/25 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 Aug 29th. The aggregated net margin trading position is USD17,417m.</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 Ryohin Keikaku, Disco, Yoshinoya, Advantest, Mitsubishi Heavy Industries, Mitsubishi UFJ Financial, Fast Retailing, Nintendo, Fujikura, Furukawa Electric, Ryohin Keikaku, Disco, Yoshinoya, Advantest.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Aug 29th. The aggregated net margin trading position is USD17,417m.
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 Ryohin Keikaku, Disco, Yoshinoya, Advantest, Mitsubishi Heavy Industries, Mitsubishi UFJ Financial, Fast Retailing, Nintendo, Fujikura, Furukawa Electric, Ryohin Keikaku, Disco, Yoshinoya, Advantest.


JPX Margin Trading Weekly (Aug 29th): Ryohin Keikaku, Disco, Yoshinoya, Advantest

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Aug 22nd. The aggregated net margin trading position is USD15,656m.</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 SoftBank, Mitsubishi UFJ Financial, Sanrio, Disco, Tokyo Electron, IHI, Fujikura, Kawasaki Heavy Industries, Lasertec, Mitsubishi Heavy Industries, Softbank, Mitsubishi Ufj Financial, Sanrio.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Aug 22nd. The aggregated net margin trading position is USD15,656m.
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 SoftBank, Mitsubishi UFJ Financial, Sanrio, Disco, Tokyo Electron, IHI, Fujikura, Kawasaki Heavy Industries, Lasertec, Mitsubishi Heavy Industries, Softbank, Mitsubishi Ufj Financial, Sanrio.


JPX Margin Trading Weekly (Aug 22nd): SoftBank, Mitsubishi UFJ Financial, Sanrio, Disco

Japan

YOSHINOYA HOLDINGS Co., Ltd. operates a fast food restaurant chain in Japan, the United States, Taiwan, China, and Singapore.  The Company mainly sells "gyudon" (seasoned beef over cooked rice).  Yoshinoya supplies food materials to franchise stores.  The Company also operates Japanese style fast food restaurants, curry restaurants, and revolving sushi restaurants.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Yoshinoya Holdings (9861 JP)