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>Robust Network and Sales mix improvement – Q3 FY3/25 results showed an uptick in gross profit (+8.0% QoQ), driven by the expansion of the network business, sales mix improvement, and enhanced product mix in the semiconductor business where lower- margin memory weakened whilst relatively higher-margin PLDs grew.</li><li>OP margin also improved (Q2 FY3/25 3.9%, Q3 FY3/25 4.1%).</li><li>Network maintained a positive segment OP growth trend (Q1-Q3 FY3/25 cumulative +79% YoY), leading to segment OP margin improvement to 8.2%. </li></ul>

Robust Network and Sales mix improvement – Q3 FY3/25 results showed an uptick in gross profit (+8.0% QoQ), driven by the expansion of the network business, sales mix improvement, and enhanced product mix in the semiconductor business where lower- margin memory weakened whilst relatively higher-margin PLDs grew.OP margin also improved (Q2 FY3/25 3.9%, Q3 FY3/25 4.1%).Network maintained a positive segment OP growth trend (Q1-Q3 FY3/25 cumulative +79% YoY), leading to segment OP margin improvement to 8.2%. 

Macnica Holdings (3132 JP) - Q3 FY3/25 Results Update

Macnica Holdings Inc

Macnica Holdings (3132 JP) - Q3 FY3/25 Results Update