All Posts By

Smartkarma Newswire

Evonik Industries (EVK) Earnings: Adjusted EBITDA Targets Lower End of FY Forecast Amidst Revenue Miss

By | Earnings Alerts
  • Evonik projects their full-year adjusted EBITDA to be at the low end of €2 billion to €2.3 billion.
  • For the second quarter, the adjusted EBITDA was €509 million, down 12% compared to the previous year, with an estimate of €519.7 million.
  • Advanced Technologies division reported an adjusted EBITDA of €266 million, while Custom Solutions recorded €254 million.
  • The adjusted EBITDA margin was 14.5%, slightly below last year’s 14.7%, but above the estimated 14%.
  • Total sales amounted to €3.50 billion against an estimated €3.74 billion.
  • Revenue for Advanced Technologies came in at €1.51 billion and for Custom Solutions at €1.37 billion.
  • Evonik aims for a cash conversion rate of around 40% in 2025.
  • Capital expenditures are set to decrease by €100 million, bringing them to approximately €750 million in 2025.
  • Return on capital employed is expected to match the previous year’s rate of 7.1%.
  • Analyst ratings include 10 buys, 4 holds, and 3 sells.

Evonik Industries on Smartkarma



Analyst coverage of Evonik Industries on Smartkarma showcases a bullish outlook by Baptista Research. In their report titled “Evonik Industries: Initiation of Coverage – Will Methionine Market Tightness Trigger a Massive Upside Surprise?”, the analysts highlight the positive performance of Evonik Industries AG, a global leader in specialty chemicals, during the first quarter of 2025. The company demonstrated a significant year-over-year increase in EBITDA and free cash flow, exceeding the previous year’s figures by over 50%. Despite facing challenges in the macroeconomic environment, Evonik maintained its full-year guidance, driven by strong performances in its Specialty Additives and Nutrition & Care segments.



A look at Evonik Industries Smart Scores

FactorScoreMagnitude
Value4
Dividend5
Growth3
Resilience3
Momentum3
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Evonik Industries AG, a manufacturer of specialty chemicals, has been identified with promising long-term prospects according to Smartkarma’s Smart Scores. With strong scores in Dividend and Value, Evonik Industries stands out for its ability to provide solid returns to investors and its attractive valuation. Additionally, the company showcases decent scores in Growth, Resilience, and Momentum, indicating a stable performance in these key areas as well. These scores collectively suggest a positive outlook for Evonik Industries, making it an intriguing company to watch for potential investment opportunities.

Evonik Industries AG is a leading player in the specialty chemicals sector, offering a diverse range of products including those for consumer goods, animal nutrition, and pharmaceuticals. With an overall favorable evaluation by Smartkarma’s Smart Scores, particularly in Dividend and Value, Evonik Industries demonstrates its strength in delivering shareholder value while maintaining an appealing pricing position. The company’s respectable scores in Growth, Resilience, and Momentum further underscore its position as a robust player in the market. Investors looking for a company with a solid foundation and growth potential may find Evonik Industries a compelling option for their portfolios.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

AXA SA (CS) Earnings: 1H Underlying Profit Surpasses Estimates with 5.2% Growth

By | Earnings Alerts
  • AXA’s underlying profit was €4.47 billion, marking a 5.2% increase from the previous year, surpassing the estimated €4.39 billion.
  • The Property & Casualty segment reported an underlying profit of €3.07 billion, a 5.5% increase year-on-year, slightly below the expected €3.08 billion.
  • Life & Health segment achieved an underlying profit of €1.81 billion.
  • Net income amounted to €3.92 billion, reflecting a 2.4% decrease year-on-year, which was lower than the estimated €4.69 billion.
  • Total revenue reached €64.25 billion, an increase of 7.3% year-on-year, narrowly missing the forecast of €64.52 billion.
  • Property & Casualty revenue was €34.1 billion, which is a 4.9% increase year-on-year, though below the predicted €34.56 billion.
  • Life & Health revenue rose by 10% year-on-year to €29.2 billion.
  • The Solvency II ratio was 220%, slightly under the estimated 220.2%.
  • The Property & Casualty combined ratio improved to 90% compared to 90.2% the previous year.
  • AXA remains optimistic about achieving 6%-8% compound annual growth rate in underlying earnings per share from 2023 to 2026.

A look at AXA SA Smart Scores

FactorScoreMagnitude
Value3
Dividend5
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

AXA SA, a prominent insurance company and financial services provider, has received a mixed outlook according to Smartkarma Smart Scores. While demonstrating strength in areas like dividends and growth, scoring a 5 and 4 respectively, AXA shows moderate performance in value and resilience, with scores of 3 for both aspects. The company’s momentum, rated at 4, indicates a positive trend in its overall market performance. This combination of scores suggests a stable long-term outlook for AXA SA, with a solid foundation in dividends and growth potential.

Overall, AXA SA is a diversified insurance company with a global presence, providing a wide range of insurance, savings, pension products, and asset management services. Its Smartkarma Smart Scores highlight a company that is strong in dividends and growth, positioning it well for continued success in the future. While facing some challenges in value and resilience, AXA’s momentum score indicates positive market momentum. Investors may find AXA SA to be an appealing long-term investment option based on its balanced performance across multiple key factors.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Seibu Holdings (9024) Earnings: Q1 Operating Income Surpasses Estimates Despite a Year-Over-Year Decline

By | Earnings Alerts
  • Seibu Holdings reported an operating income of 18.44 billion yen for the first quarter, which is 7.6% lower than the previous year but higher than the estimated 16.71 billion yen.
  • The net income was 13.46 billion yen, a decrease of 13% from last year, yet it surpassed the estimated 9.68 billion yen.
  • Net sales increased by 5.6% year-on-year, totaling 132.40 billion yen, which is above the anticipated 127.47 billion yen.
  • For the fiscal year 2026, Seibu Holdings maintains its forecast of an operating income of 40.00 billion yen, below the estimate of 44.18 billion yen.
  • The projection for net income stands at 26.00 billion yen, less than the estimated 29.57 billion yen.
  • The company continues to expect net sales of 511.00 billion yen, which is short of the 519.16 billion yen estimate.
  • The anticipated dividend remains at 40.00 yen, compared to the estimated 44.00 yen.
  • Current analyst recommendations for Seibu Holdings include 2 buys, 3 holds, and 2 sells.

Seibu Holdings on Smartkarma

Analyst coverage on Smartkarma, provided by Rahul Jain, delves into Seibu Holdings (TSE: 9024) as an asset-rich platform with significant upside potential through monetization strategies. Seibu’s robust FY25 performance, fueled by real estate securitization, highlights a shift towards a capital-light model and plans to monetize urban assets. Operating profit soared to ¥263 bn, underlining the hidden value within its property holdings. Management targets to monetize around ¥1.35 trillion of urban assets in the next 3-5 years, adopting a capital-light hotel approach and enhancing transport margins. Trading at a 45% discount to its Sum of the Parts (SoTP) value, currently at ¥4,868/share, Seibu holds promise for substantial re-rating if asset monetization progresses as envisaged.


A look at Seibu Holdings Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth5
Resilience3
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Seibu Holdings Inc. shows a promising long-term outlook as per Smartkarma’s Smart Scores. With a high Growth score and solid Momentum rating, the company seems poised for expansion and market progress. These factors indicate that Seibu Holdings is focused on increasing its market share and developing its business operations. Additionally, the company is well-positioned for growth opportunities in the future, reflecting positively on its long-term outlook.

Despite facing some average ratings in terms of Value and Resilience, Seibu Holdings‘s overall Smart Scores paint a favorable picture for its future performance. Its diversified operations in transportation, construction, hotels, leisure facilities, and real estate contribute to its potential for long-term success. With strategic planning and strong operational management in place, Seibu Holdings is likely to capitalize on its growth and momentum to drive positive outcomes for investors in the coming years.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Mahindra & Mahindra (MM) Earnings Surge: July Automotive Sales Hit 83,691 Units

By | Earnings Alerts
  • Mahindra recorded a total automotive sales figure of 83,691 units in July 2025.
  • The company experienced a 26% increase in overall sales compared to the previous period.
  • Mahindra’s export numbers reached 2,774 units.
  • Passenger vehicle sales for July were 49,871 units.
  • Commercial vehicle sales stood at 21,571 units.
  • Tractor sales for the month amounted to 26,990 units, indicating strong performance in that segment.
  • Out of the total tractor sales, 1,718 units were exported.
  • On the financial front, there were 41 buy recommendations, 2 hold recommendations, and no sell recommendations for Mahindra.

Mahindra & Mahindra on Smartkarma

Analysts on Smartkarma have provided insightful coverage of Mahindra & Mahindra (MM IN) from various perspectives. Sreemant Dudhoria, CFA, in his report “Top 5 Takeaways from Q4FY25 Results,” highlighted the company’s strong core performance, strategic expansion in EV and ICE capacities, and potential upside from growth platforms, estimating a fair value of INR 3,437/share.

In a separate report by Nimish Maheshwari titled “Event Driven: Mahindra & Mahindra Acquired SML Isuzu,” the acquisition of a majority stake in SML Isuzu was emphasized as a move to strengthen Mahindra & Mahindra‘s presence in the commercial vehicle segment, aiming for further growth and positioning as a full-range player in the industry. These analyses showcase the positive sentiment and strategic moves driving Mahindra & Mahindra‘s outlook in the market.


A look at Mahindra & Mahindra Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience3
Momentum5
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Mahindra & Mahindra has a promising long-term outlook. With a Momentum score of 5, the company is showing strong positive market momentum. Alongside, it has solid scores in Dividend and Growth at 4, indicating good potential for dividends and growth. These factors suggest that Mahindra & Mahindra is well-positioned for future success in the automotive and farm equipment manufacturing sectors.

Despite having slightly lower scores in Value and Resilience at 3, Mahindra & Mahindra‘s overall outlook remains positive. The company’s diverse product range, which includes automobiles, farm equipment, and automotive components, positions it well in the market. This, combined with its strong dividend and growth potential, makes Mahindra & Mahindra a company to watch for investors seeking long-term growth opportunities.

### Mahindra & Mahindra Ltd. manufactures automobiles, farm equipment and automotive components. The Company’s automobile products include light, medium and heavy commercial vehicles, jeep type vehicles and passenger cars. Mahindra & Mahindra also manufactures agricultural tractors, agricultural implements, internal combustion engines, industrial petrol engines, spare parts and machine tools. ###


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Amorepacific Corporation (090430) Earnings: 2Q Operating Profit Falls Short of Expectations Despite Sales Growth

By | Earnings Alerts
  • Amorepacific Holdings’ operating profit for Q2 reached 80.12 billion won, a significant increase from 12.22 billion won the previous year, but fell short of the estimated 86.64 billion won.
  • Net profit was 24.97 billion won, marking a sharp decline of 87% compared to the same period last year.
  • Sales totaled 1.09 trillion won, showing an 8.9% increase year-on-year, although slightly below the estimated 1.11 trillion won.
  • Amorepacific’s shares decreased by 4.8%, closing at 29,550 won with a trading volume of 109,702 shares.
  • Analyst ratings included five buy recommendations, no holds, and one sell.

A look at Amorepacific Corporation Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth5
Resilience4
Momentum5
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Amorepacific Corporation, a global leader in skincare and beauty products, has received a positive outlook based on its Smartkarma Smart Scores. With a top score in Growth and Momentum, the company is positioned for long-term success. Its innovative product development and robust market presence contribute to its strong Growth score. Additionally, its Resilience score indicates a stable foundation to weather market fluctuations. Although the Dividend score is not as high, Amorepacific’s focus on growth and momentum signals a promising future for the company.

Amorepacific Corporation develops, manufactures, and exports a wide range of beauty, skincare, and health products globally. The company’s commitment to quality and innovation has been recognized through its high scores in Growth and Momentum, showcasing its potential for continued success in the industry. Despite a slightly lower score in Dividend, the company’s diverse product portfolio and strong market presence position it well for long-term growth and sustainability.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Mitsubishi Chemical (4188) Earnings: 1Q Net Income Falls 51% YoY, Missing Estimates

By | Earnings Alerts
  • Mitsubishi Chemical‘s first-quarter net income significantly missed estimates, recording 19.63 billion yen, a decrease of 51% year-over-year, against an estimate of 80.5 billion yen.
  • Operating income for the quarter was 60.91 billion yen, down by 28% compared to the previous year.
  • Net sales for the first quarter were 880.65 billion yen, a decline of 22% year-over-year, missing the estimated figure of 918.31 billion yen.
  • Revenue from Industrial Gases stood at 313.02 billion yen, slightly lower by 4.4% year-over-year, against an estimate of 325.59 billion yen.
  • Despite current losses, Mitsubishi Chemical maintains its first-half forecast, expecting operating income of 111.00 billion yen, net income of 130.00 billion yen, and net sales of 1.80 trillion yen.
  • The company also keeps its 2026 year forecast with operating income projected at 202.00 billion yen, slightly below the estimate of 208.07 billion yen.
  • 2026 net income is forecasted at 145.00 billion yen, surpassing the estimate of 138.42 billion yen.
  • Projected net sales for 2026 remain at 3.74 trillion yen, close to the estimated 3.75 trillion yen.
  • The dividend is expected to hold steady at 32.00 yen, meeting the estimates.
  • Following the report, Mitsubishi Chemical shares fell by 3.3% to 799.60 yen with a trading volume of 7.21 million shares.
  • Current market recommendations consist of 5 buy ratings, 5 hold ratings, and 1 sell rating.

A look at Mitsubishi Chemical Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth2
Resilience2
Momentum4
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Mitsubishi Chemical shows a promising long-term outlook. With top scores in both Value and Dividend categories, the company is positioned well in terms of financial strength and investor returns. However, Growth and Resilience scores are relatively lower, indicating potential areas for improvement in expanding operations and managing risks. The Momentum score of 4 suggests a positive trend in the market sentiment towards Mitsubishi Chemical.

Mitsubishi Chemical Holdings Corporation, formed from the merger of Mitsubishi Chemical and Mitsubishi Pharma, operates as a holding company overseeing its subsidiary operations. With strong scores in key areas like Value and Dividend, the company showcases stability and profitability. Although there are areas for potential growth and resilience enhancements, the overall outlook for Mitsubishi Chemical appears solid, supported by a positive momentum score.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Hoya Corp (7741) Earnings: 1H Net Sales Align with Estimates Despite Profit Shortfall

By | Earnings Alerts
“`html

  • Hoya’s first-half net sales forecast is 444.00 billion yen, closely aligning with market estimates of 445.46 billion yen.
  • Expected net income is 104.00 billion yen, slightly below the estimate of 109.23 billion yen.
  • First quarter net income reached 51.84 billion yen, marking a 9.9% increase from the previous year, but slightly below the estimate of 53.2 billion yen.
  • Net sales in the first quarter were 220.41 billion yen, a year-on-year growth of 3.1%, close to the estimate of 221.61 billion yen.
  • Life Care revenue totaled 137.23 billion yen, increasing by 1.7% year-on-year and slightly below the estimated 138.23 billion yen.
  • Health care related products revenue reached 106.35 billion yen, a 4.4% increase compared to the estimate of 104.98 billion yen.
  • Medical related products revenue decreased by 6.8% to 30.88 billion yen, missing the estimate of 33.25 billion yen.
  • Information Technology revenue rose by 5.6% to 82.25 billion yen, surpassing the estimate of 81.34 billion yen.
  • Electronics related products revenue increased by 3.6% to 68.70 billion yen, slightly exceeding the estimate of 68.52 billion yen.
  • Imaging related products revenue saw a significant growth of 17%, reaching 13.55 billion yen, above the estimated 11.49 billion yen.
  • Shares fell by 2.9% to 18,615 yen, with 476,600 shares traded.
  • The stock has 17 buy ratings, 3 hold ratings, and no sell ratings from analysts.

“`


A look at Hoya Corp Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience5
Momentum4
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Looking at the Smartkarma Smart Scores for Hoya Corp, the company shows favorable prospects for long-term growth. With a high score in resilience and growth, Hoya Corp appears to have a strong foundation and potential for expansion in the future. This indicates that the company is well-equipped to weather challenges and capitalize on opportunities that may arise.

Hoya Corp, a manufacturer of electro-optics products, including items like mask blanks for semiconductors, medical endoscopes, and eyeglasses, has received solid scores in growth and momentum. These scores suggest that the company is actively growing and gaining traction in the market, positioning itself for continued success in the coming years. Overall, Hoya Corp‘s Smart Scores paint a positive picture of a company with healthy growth prospects and resilience.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Amorepacific Corporation (090430) Earnings: Q2 Operating Profit Surges Beyond Estimates Despite Net Income Decline

By | Earnings Alerts
  • Amorepacific’s operating profit for the second quarter was 73.66 billion won, significantly up from 4.15 billion won from the same period last year.
  • The operating profit exceeded analysts’ estimate of 71.15 billion won.
  • The company’s net profit was 35.78 billion won, which is a sharp decline of 93% compared to the previous year.
  • Analysts had projected a net profit of 63.63 billion won.
  • Total sales reached 1.01 trillion won, reflecting an 11% increase from the same quarter last year and matching market expectations.
  • Despite the positive sales and operating profit, Amorepacific shares decreased by 3.5%, closing at 0.13 million won with 171,017 shares traded.
  • Market sentiment is mixed with 24 buy recommendations, 4 holds, and 1 sell for the company’s stock.

A look at Amorepacific Corporation Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth5
Resilience4
Momentum5
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Amorepacific Corporation, a company that develops, manufactures, and exports skincare, makeup, and fragrance products, has received high scores in growth and momentum according to Smartkarma Smart Scores. With a growth score of 5 and a momentum score of 5, Amorepacific shows strong potential for long-term expansion and positive market performance. This indicates that the company is excelling in growing its business and maintaining positive stock price momentum, which bodes well for its future prospects.

Furthermore, Amorepacific Corporation also scores well in resilience and value, with scores of 4 and 3 respectively. This suggests that the company has demonstrated strength in weathering economic challenges and maintaining its value proposition. While its dividend score is on the lower side at 2, the overall high scores in growth, momentum, resilience, and value position Amorepacific favorably for long-term success in the competitive beauty and personal care industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

Itochu Corp (8001) Earnings: 1Q Net Income Surges 37% to Meet Estimates at 283.94 Billion Yen

By | Earnings Alerts
  • Itochu’s net income for the first quarter was 283.94 billion yen, which increased by 37% compared to the previous year.
  • The net income result met analysts’ estimates of 283.5 billion yen.
  • Operating income for the first quarter was 170.74 billion yen, marking a 10% decrease year-over-year.
  • Net sales for the period were 3.56 trillion yen, a slight decrease of 1.1% from the previous year.
  • The company forecasts net income for 2026 to be 900.00 billion yen, close to the estimate of 904.12 billion yen.
  • Itochu still expects to pay a dividend of 200.00 yen, below the estimate of 205.00 yen.
  • Investor sentiment shows 11 analysts recommending a buy, 3 a hold, and none a sell.

Itochu Corp on Smartkarma

Analyst coverage of Itochu Corp on Smartkarma is buzzing with insights from Michael Causton. In his report, “Itochu the Fashion Giant Doubles Down on Brand Business,” Causton highlights Itochu’s strong foothold in the fashion sector through Itochu Textile, anticipating a significant increase in net profit soon. He points out that Warren Buffett sees potential in Japan’s trading companies, with Itochu’s distinct emphasis on consumer brands, particularly in fashion and sports. However, Itochu is now planning to revamp its strategy by providing more direct oversight to its subsidiaries, focusing on turning Vivienne Westwood into a luxury brand, enhancing Paul Smith, and integrating Descente Ltd into its operations.

Causton’s bullish sentiment towards Itochu Corp underscores the company’s strategic moves and potential for growth in the highly competitive fashion market. His analysis sheds light on the unique position of Itochu within Japan’s trading landscape, with a specific focus on expanding its presence in the luxury and sports sectors. This research offers investors valuable insights into Itochu’s future prospects and its ambitious plans to elevate its brand portfolio, positioning the company for further success in the evolving market environment.


A look at Itochu Corp Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Itochu Corp has a promising long-term outlook based on its overall performance factors. With a solid score in Value, Dividend, Growth, Resilience, and a particularly strong Momentum score, the company appears well-positioned for future success. Itochu Corp, as a general trading firm dealing in various products like textiles, machinery, and energy-related items like oil and gas, has a wide global presence. Additionally, the company diversifies its operations by venturing into satellite communication and data communication businesses, adding to its resilience and growth potential.

Overall, Itochu Corp seems to be on a stable path with marked strengths in key areas that are crucial for sustained success. As indicated by the Smartkarma Smart Scores, the company’s balanced performance across different factors suggests a positive outlook for investors looking at the long-term prospects of Itochu Corp. Investors may find the company an attractive option due to its consistent performance and diversified business operations across various industries and geographical regions.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars

AGC Inc (5201) Earnings: FY Income Forecast Cut, Misses Estimates with Lower Sales and Income

By | Earnings Alerts
  • AGC revised its full-year operating income forecast to 120 billion yen, down from the previously expected 150 billion yen, and below the market estimate of 140.22 billion yen.
  • The company now anticipates a net income of 57 billion yen, reduced from the earlier projection of 80 billion yen and lower than the expected 72.12 billion yen.
  • AGC adjusted its net sales forecast to 2.05 trillion yen, down from 2.15 trillion yen, with the market having predicted 2.12 trillion yen.
  • Despite adjustments, AGC plans to maintain a dividend of 210 yen, meeting market expectations.
  • First half results highlight a significant drop in architectural glass operating profit by 68% year-over-year, bringing it to 3.24 billion yen.
  • In contrast, automotive operating income rose by 43% year-over-year, reaching 15.12 billion yen.
  • Electronics operating profit also saw a rise, increasing by 22% year-over-year to 24.42 billion yen.
  • Second quarter results show operating income declined by 13% year-over-year to 28.18 billion yen, missing estimates of 34.63 billion yen.
  • Net income for the second quarter improved significantly, swinging from a loss of 93.55 billion yen in the previous year to a profit of 7.26 billion yen.
  • Net sales for the second quarter were down 4% year-over-year at 495.89 billion yen, short of the estimated 529.81 billion yen.
  • Following these announcements, AGC shares fell by 3% to 4,410 yen, with 1.18 million shares traded.
  • Analyst recommendations for AGC include 5 buys, 6 holds, and no sells.

A look at AGC Inc Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth2
Resilience2
Momentum2
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

AGC Inc, a leading manufacturer of glass products, is positioned favorably for the long term based on its Smartkarma Smart Scores. With top scores in both Value and Dividend, AGC Inc showcases strong fundamentals and a commitment to rewarding investors. While the scores for Growth, Resilience, and Momentum are not as high, the company’s solid foundation and financial stability offer confidence in its ability to weather market volatility and generate consistent returns over time.

AGC Inc‘s diverse product portfolio, which includes glass for construction, LCD, and automotive purposes, along with its production of electronic parts, fine chemicals, and new ceramics, underscores its resilience and adaptability in various industries. The combination of high Value and Dividend scores suggests a strong potential for steady growth and income for investors looking for a reliable long-term investment option.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars