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>Q1-4 FY3/25 sales and operating profit missed forecasts, as new store openings fell behind schedule, while personnel costs and merchant fees for cashless payments rose more than expected.</li>
<li>Sales fell -1.4% YoY while OP dropped -33.1% YoY. On the plus side, sales of used Smartphones &amp; Tablets accelerated sharply, while annual gross profit and GPM improved.</li>
<li>Costs are expected to weigh on earnings again in FY3/26, as the company continues to execute its global expansion strategy.</li>
</ul>


Q1-4 FY3/25 sales and operating profit missed forecasts, as new store openings fell behind schedule, while personnel costs and merchant fees for cashless payments rose more than expected.
Sales fell -1.4% YoY while OP dropped -33.1% YoY. On the plus side, sales of used Smartphones &amp; Tablets accelerated sharply, while annual gross profit and GPM improved.
Costs are expected to weigh on earnings again in FY3/26, as the company continues to execute its global expansion strategy.


GEO HOLDINGS (2681 JP) - FY3/25 Earnings Miss Forecasts

Geo Holdings

GEO HOLDINGS (2681 JP) - FY3/25 Earnings Miss Forecasts