Daily BriefsJapan

Daily Brief Japan: Yukiguni Maitake, Bike O & Co Ltd, SGX Rubber Future TSR20 and more

In today’s briefing:

  • Yukiguni Factory (1375 JP) – Preview Report
  • Bike O & Co Ltd (3377 JP): 1H FY11/25 flash update
  • Tire Giants Redraw India Playbooks; Indian Firms Rework Overseas


Yukiguni Factory (1375 JP) – Preview Report

By Sessa Investment Research

  • YUKIGUNI FACTORY CO., LTD. (hereinafter, “the Company”) produces, processes, and sells Maitake, which was the first in the world to be successfully mass- produced (with approximately 52% of the domestic production share), as well as a range of mushrooms (Eryngii, Buna-shimeji, Button Mushrooms, etc.).
  • In recent years, the Company has also pursued the development of mushroom-based alternative meats as part of its efforts to create new value from mushrooms.
  • 1) Through a vertically integrated value chain covering production, processing, and sales of mushrooms, the Company ensures strict quality control and stable year-round supply.

Bike O & Co Ltd (3377 JP): 1H FY11/25 flash update

By Shared Research

  • In 1H FY11/25, revenue was JPY18.7bn (+13.2% YoY), with operating profit of JPY321mn and net income of JPY186mn.
  • Wholesale unit sales increased, retail unit sales declined, but higher average unit prices boosted revenue and gross profit.
  • SG&A expenses decreased by 3.3% YoY, contributing to improved profitability, with a workforce of 1,037 employees.

Tire Giants Redraw India Playbooks; Indian Firms Rework Overseas

By Vinod Nedumudy

  • Continental, Michelin, Bridgestone pivot to premium with local focus  
  • MRF expands in EV, defence, and export markets amid capacity growth  
  • Apollo restructures in Europe, bolstering premium bicycle

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