Daily Brief Japan: Aisin , Mitsubishi UFJ Financial (MUFG), Josys, Lion Corp, Neo Marketing, Nitto Kogyo, Optim Corp, ORIX , Idea International, COPRO-HOLDINGS Co Ltd and more

• Aisin (7259 JP) has been taking series of measures to enhance shareholder returns through product portfolio revamp, moving towards reduced cross holdings and balance sheet optimization.
• In this insight, we discuss the status of this journey towards better corporate governance as we term it = “Marching towards Nirvana”
• We finally discuss our outlook, valuation and key risks towards attaining the stated goals of the company.

• Mitsubishi UFJ Financial (MUFG) (8306 JP) acquires 20% of Shriram Finance, gaining capital-light exposure to India’s retail and MSME credit via a secured, high-RoA franchise with deep rural distribution.
• Primary capital infusion strengthens Shriram Finance (SHFL IN)’s balance sheet, supports mid-teens AUM growth, margin expansion and a medium-term structural RoE of ~17–18%.
• Earnings impact is modest initially under equity accounting, but compounds over time through growth, co-lending optionality and potential funding-cost compression.

• Josys is a rapidly growing, venture-backed SaaS and device management platform targeting the significant operational challenges faced by corporate IT departments in the hybrid work era. Its unified platform offers 360-degree control over a company’s software and hardware assets, aiming to enhance security, optimize costs, and automate IT operations.
• The company is strategically positioned in the burgeoning SaaS Management and IT Asset Management markets, which are experiencing substantial growth driven by the proliferation of SaaS applications, the rise of ‘shadow IT’, and the increasing complexity of IT environments. The total addressable market is large and expanding, providing a significant runway for growth.
• Led by an experienced founder with a successful track record (Yasukane Matsumoto, founder of Raksul Inc.), Josys has demonstrated strong early traction, attracting a significant number of enterprise clients and securing substantial venture capital funding to fuel its aggressive global expansion and product development.

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• Lion Corp is a dominant player in the Japanese consumer staples market, particularly in oral care, with a long history of stable growth and consistent dividend payouts.
• The company’s ‘Vision2030’ strategy focuses on becoming an ‘advanced daily healthcare company,’ emphasizing growth in overseas markets, particularly in Asia, and strengthening profitability through structural reforms in its domestic business.
• While facing intense competition and the challenges of a mature domestic market, Lion’s strong brand recognition, commitment to R&D, and focus on high-value-added products position it for resilient performance.

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• Neo Marketing (TSE: 4196) is a marketing support firm listed on the Tokyo and Nagoya Stock Exchanges, achieving record-high sales despite delays in its mid-term management plan.
• The company focuses on consumer engagement and has outlined three growth strategies: enhancing recruitment of marketing consultants, expanding its customer base and geographical reach, and increasing customer spending.
• The report includes important disclosures and a disclaimer regarding its use.

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• Nitto Kogyo Corporation (hereafter, the Company) announced H1 earnings results for FY2026/3 on 10 November 2025 (See the table below).
• Against the backdrop of strong CAPEX and growing  IT investment appetite, as well as project wins in the domestic automobile market, all segments recorded increases in both sales and profits.
• The Company posted record-high net sales for Q2. Meanwhile, operating profit rose, reaching the second-highest level for Q2 on the back of higher marginal profit driven by sales growth and a JPY 500 mn uplift from improved project pricing. 

Key points (machine generated)

• Optim (3694) has reported record sales and operating profits, indicating successful stock sales.
• The company aims to play a significant role in the Fourth Industrial Revolution with its products ‘OPTiM Biz’ and ‘OPTiM Cloud IoT OS.’
• Since its 2014 listing, Optim has moved through market tiers, reaching the Prime Market in April 2022, and holds a strong patent portfolio.

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• ORIX’s highly diversified business portfolio, spanning ten segments from finance to service-related industries, provides a significant buffer against volatility in any single sector and allows for synergistic collaboration.
• The company is pursuing a strategic shift towards an asset-light model, focusing on capital recycling and fee-generating activities to improve return on equity (ROE), with a target of 11% by FY28 and 15% by 2035.
• While demonstrating resilient revenue growth, ORIX faces challenges related to its capital structure, including a high debt-to-equity ratio and potential financial distress risks in a rising interest rate environment.

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• The document transcribes a briefing from December 22, 2025, featuring Tetsu Shiota and investor DAIBOUCHOU.
• The session is moderated by FISCO market reporter Hiroe Takai and focuses on BRUNO Corporation’s key aspects.
• Participants are advised to review important disclaimers regarding the material’s usage at the document’s end.

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• H1 FY2026/3 Results summary: COPRO-HOLDINGS. Co., Ltd., (hereafter, the Company) announced H1 results for FY2026/3 on November 14 (Friday), 2025.
• Key consolidated figures marked record highs, with net sales of JPY 16,980 mn (+19.3% YoY), operating profit of JPY 1,481 mn (+19.7% YoY), Non-GAAP operating profit of JPY 1,739 mn (+20.8% YoY), ordinary profit of JPY 1,480 mn (+17.7% YoY), and profit attributable to owners of parent (hereafter, net profit) of JPY 935 mn (+17.3% YoY).
• However, results fell slightly short of the initial plan. The main driver of earnings growth was consolidated subsidiary COPRO CONSTRUCTION. Co., Ltd. (hereafter, COPRO CN).