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>Revenue increased by 9.4% YoY to JPY113.9bn, with growth in comparable store revenue and customer count.</li><li>Operating profit rose by 10.7% YoY to JPY5.3bn, supported by higher gross profit and cost control measures.</li><li>The company expanded its network by opening 10 drugstores and six in-store dispensing pharmacies, closing one store.</li></ul>

Revenue increased by 9.4% YoY to JPY113.9bn, with growth in comparable store revenue and customer count.Operating profit rose by 10.7% YoY to JPY5.3bn, supported by higher gross profit and cost control measures.The company expanded its network by opening 10 drugstores and six in-store dispensing pharmacies, closing one store.

Create Sd Holdings Co (3148 JP): Q1 FY05/25 flash update

<ul><li>Revenue: JPY422.3bn (+10.9% YoY), Gross profit: JPY110.2bn (+7.0% YoY), Operating profit: JPY20.2bn (+7.0% YoY).</li><li>Revenue: JPY457.6bn (+8.4% YoY), Operating profit: JPY22.0bn (+8.8% YoY), Recurring profit: JPY22.4bn (+7.3% YoY).</li><li>Company opened 43 drugstores, closed eight, and opened 47 in-store dispensing pharmacies and one dedicated dispensing pharmacy.</li></ul>

Revenue: JPY422.3bn (+10.9% YoY), Gross profit: JPY110.2bn (+7.0% YoY), Operating profit: JPY20.2bn (+7.0% YoY).Revenue: JPY457.6bn (+8.4% YoY), Operating profit: JPY22.0bn (+8.8% YoY), Recurring profit: JPY22.4bn (+7.3% YoY).Company opened 43 drugstores, closed eight, and opened 47 in-store dispensing pharmacies and one dedicated dispensing pharmacy.

Create Sd Holdings Co (3148 JP): Full-year FY05/24 flash update

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>Core inflation rates remain stubbornly high and real wages are still falling. </li>
<li>Surveys suggest one more major round of price hikes in October but the government still thinks prices will stabilise below its 2% target by the end of the year.</li>
<li>The increases are lowering consumer confidence – bad news for most retailers, although major discount chains are making hay while the sun, well, doesn’t shine.</li>
</ul>


Core inflation rates remain stubbornly high and real wages are still falling. 
Surveys suggest one more major round of price hikes in October but the government still thinks prices will stabilise below its 2% target by the end of the year.
The increases are lowering consumer confidence – bad news for most retailers, although major discount chains are making hay while the sun, well, doesn’t shine.


Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value

<ul>
<li>Japan's drugstore sector is in the midst of consolidation through organic expansion and M&amp;A but who are the leaders and how do they compare?</li>
<li>We provide snapshot profiles on each of the key players, their current strategies and future outlook.</li>
<li>With the sector increasingly threatening the supermarket and convenience store sectors, many of these names will come to dominate Japanese retailing in the next decade.</li>
</ul>


Japan's drugstore sector is in the midst of consolidation through organic expansion and M&amp;A but who are the leaders and how do they compare?
We provide snapshot profiles on each of the key players, their current strategies and future outlook.
With the sector increasingly threatening the supermarket and convenience store sectors, many of these names will come to dominate Japanese retailing in the next decade.


Event-Driven

<ul>
<li>Aeon will almost definitely increase its stake in Tsuruha Holdings, which on its own will catalyse drugstore competitors to consider their mergeable options.</li>
<li>Tsuruha MAY merge with Welcia under Aeon and just talk of this will catalyse drugstore competitors even more.</li>
<li>But the ongoing fusion of drugstore retailing and FMCG formats like supermarkets and convenience stores, will also spur the entire FMCG sector to respond to Aeon's massive potential dominance.</li>
</ul>


Aeon will almost definitely increase its stake in Tsuruha Holdings, which on its own will catalyse drugstore competitors to consider their mergeable options.
Tsuruha MAY merge with Welcia under Aeon and just talk of this will catalyse drugstore competitors even more.
But the ongoing fusion of drugstore retailing and FMCG formats like supermarkets and convenience stores, will also spur the entire FMCG sector to respond to Aeon's massive potential dominance.


Aeon (Maybe) Gets Tsuruha, Could Trigger Wave of Mergers in the Sector (And Beyond)

Japan

CREATE SD HOLDINGS Co Ltd operates a chain of drug stores based in Kanagawa. The Company sells medical supplies, cosmetics, foodstuff, baby products and daily goods. CREATE SD HOLDINGS also sells prescription medicine.

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Create Sd Holdings Co (3148 JP)