Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>ARATA achieved record Q1 sales, with a 10th consecutive year of growth, gross profit margin increased to 9.9%.</li><li>Sales by product category showed growth in Health & Beauty, Pet, Household, Home Care, and Paper Products categories.</li><li>Sales by channel increased in drugstores, DIY centers, supermarkets, discount stores, and other retailers, but decreased in GMS.</li></ul>

ARATA achieved record Q1 sales, with a 10th consecutive year of growth, gross profit margin increased to 9.9%.Sales by product category showed growth in Health & Beauty, Pet, Household, Home Care, and Paper Products categories.Sales by channel increased in drugstores, DIY centers, supermarkets, discount stores, and other retailers, but decreased in GMS.

Arata Corp (2733 JP): 1H FY03/25 flash update

<ul><li>Q1 FY03/25 sales: JPY245.6bn (+4.4% YoY), operating profit: JPY4.7bn (+8.4% YoY), recurring profit: JPY5.1bn (+8.3% YoY).</li><li>Gross profit: JPY24.7bn (+6.5% YoY), gross profit margin: 10.1% (+0.2pp YoY), SG&A expenses: JPY20.1bn (+6.1% YoY).</li><li>Sales by channel in Q1 FY03/25: Drugstores JPY127.8bn (+4.0% YoY), DIY centers JPY36.1bn (+5.9% YoY), supermarkets JPY27.1bn (+3.2% YoY).</li></ul>

Q1 FY03/25 sales: JPY245.6bn (+4.4% YoY), operating profit: JPY4.7bn (+8.4% YoY), recurring profit: JPY5.1bn (+8.3% YoY).Gross profit: JPY24.7bn (+6.5% YoY), gross profit margin: 10.1% (+0.2pp YoY), SG&A expenses: JPY20.1bn (+6.1% YoY).Sales by channel in Q1 FY03/25: Drugstores JPY127.8bn (+4.0% YoY), DIY centers JPY36.1bn (+5.9% YoY), supermarkets JPY27.1bn (+3.2% YoY).

Arata Corp (2733 JP): Q1 FY03/25 flash update

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Capital Markets

<p><a href="https://www.smartkarma.com/profiles/1542" target="_blank" data-smartkarma-citation="accounts:1542">Chacko Jacob</a> was initially negative on MTG due to a business model with questionable sustainability but eventually recommended subscribing due to the excellent timing of the company's IPO which coincided with the world cup where its advertising centred around Portugese superstar Christiano Ronaldo was featured. Indeed, the stock opened up 21.6% at JPY7,050 and has traded as high as JPY7,580. In his last note Chacko advised that a relatively quick exit was prudent and based on now stretched…</p>

Chacko Jacob was initially negative on MTG due to a business model with questionable sustainability but eventually recommended subscribing due to the excellent timing of the company's IPO which coincided with the world cup where its advertising centred around Portugese superstar Christiano Ronaldo was featured. Indeed, the stock opened up 21.6% at JPY7,050 and has traded as high as JPY7,580. In his last note Chacko advised that a relatively quick exit was prudent and based on now stretched…

MTG: Strong Open, Bullish Market, but Valuations Make Us Inclined to Look for Exit Point

<p>Drugstore/health and beauty product focused wholesaler <a href="https://www.smartkarma.com/entities/1551" target="_blank" data-smartkarma-citation="entities:1551:1">Arata Corp (2733 JP)</a> announced a secondary offering on Tuesday, together with a convertible bond to be issued. The company is likely to raise JPY4.6bn (based on a 5% discount to the current price and including overallotment) from the sale of new and treasury shares together with JPY6bn from a convertible bond whose conversion price is to be struck at 120% of the price on the pricing date.</p><h2>Details:</h2><p><strong>Shares offered:</strong> 498,000 new shares, 300,000…</p>

Drugstore/health and beauty product focused wholesaler Arata Corp (2733 JP) announced a secondary offering on Tuesday, together with a convertible bond to be issued. The company is likely to raise JPY4.6bn (based on a 5% discount to the current price and including overallotment) from the sale of new and treasury shares together with JPY6bn from a convertible bond whose conversion price is to be struck at 120% of the price on the pricing date.Details:Shares offered: 498,000 new shares, 300,000…

Arata: Cheap Compared to Rival Paltac and Investments in Automation Could Raise Margins

Japan

ARATA CORPORATION operates and manages its subsidiaries, which are wholesalers handling daily consumable goods such as cosmetics, soaps, detergents and office supplies and pets products.

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Arata Corp (2733 JP)