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>Despite a positive market environment for IT capex driven by DX demand, the company is said to be experiencing longer contract lead times when dealing with increasing project sizes.</li>
<li>Consequently, earnings visibility has fallen, resulting in a downward revision to FY12/24 guidance, stemming from a drop in license sales and consulting.</li>
<li>Difficulties with forecasting indicate potential concerns over management execution and challenges over technology adoption by customers in our view. </li>
</ul>


Despite a positive market environment for IT capex driven by DX demand, the company is said to be experiencing longer contract lead times when dealing with increasing project sizes.
Consequently, earnings visibility has fallen, resulting in a downward revision to FY12/24 guidance, stemming from a drop in license sales and consulting.
Difficulties with forecasting indicate potential concerns over management execution and challenges over technology adoption by customers in our view. 


LaKeel (4074 JP) - Concerns over the Quality of Earnings