Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Our Corporate Advisory service is designed to give clients access to a wider range of investors. These include Japan specialists as well as global investors. The goal is to help achieve a fair equity valuation.

Japan Experts, Extraordinary Performance

Equity Bottom-Up

<ul><li>Sustained earnings momentum – The key takeaway for FY3/26 results is that Duskin is on the right trajectory to improve returns, with record-high segment profitability at the Food Group and the Direct Selling Group showing a convincing moderation in earnings decline.</li><li>The outlook  for FY3/27 is for continued progress, particularly with relatively low YoY hurdles for the Direct Selling Group, which had booked upfront costs related to case-equipped mop cleaners; we believe the Food Group will continue to generate high returns despite one-time IT system costs.</li><li>Targets set for FY3/28 in the medium-term business plan appear challenging in parts, yet we believe the company is on a solid earnings trend.</li></ul>

Sustained earnings momentum – The key takeaway for FY3/26 results is that Duskin is on the right trajectory to improve returns, with record-high segment profitability at the Food Group and the Direct Selling Group showing a convincing moderation in earnings decline.The outlook  for FY3/27 is for continued progress, particularly with relatively low YoY hurdles for the Direct Selling Group, which had booked upfront costs related to case-equipped mop cleaners; we believe the Food Group will continue to generate high returns despite one-time IT system costs.Targets set for FY3/28 in the medium-term business plan appear challenging in parts, yet we believe the company is on a solid earnings trend.

Duskin (4665 JP) - Two Solid Earnings Pillars Emerging

Duskin Co Ltd

Duskin (4665 JP) - Two Solid Earnings Pillars Emerging