Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Japan Experts, Extraordinary Performance

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.

Equity Bottom-Up

<ul><li>Positive dynamic changes being executed – Q1-2 FY3/2024 results were in line with upwardly revised company guidance and indicated that the company is making steadfast progress in its transformation initiatives via positive capital allocation.</li><li>Investment into Smart Factory via RFID technology is being conducted as planned to drive future cost efficiencies, and the company raised its FY dividend forecast to ¥98 per share (initially forecast at ¥78) highlighting the company’s positive stance on returning cash to shareholders.</li><li>The Food Group business continues to see robust growth at ‘Mister Donut’ restaurant chain, driven by increases in footfall, average spending, and store sales YoY.</li></ul>

Positive dynamic changes being executed – Q1-2 FY3/2024 results were in line with upwardly revised company guidance and indicated that the company is making steadfast progress in its transformation initiatives via positive capital allocation.Investment into Smart Factory via RFID technology is being conducted as planned to drive future cost efficiencies, and the company raised its FY dividend forecast to ¥98 per share (initially forecast at ¥78) highlighting the company’s positive stance on returning cash to shareholders.The Food Group business continues to see robust growth at ‘Mister Donut’ restaurant chain, driven by increases in footfall, average spending, and store sales YoY.

Duskin (4665 JP) - Proactive Changes to Result in Higher Performance

Japan

Daiseki Co., Ltd. provides waste disposal services in Chubu area.  The Company uses high technology for oil sludge treatment and for recycling.  Daiseki also sells processing and lubricating oil for industrial use.

OKAMURA CORPORATION manufactures office furniture including desks, chairs, and shelves.  The Company offers comprehensive office systems such as partition walls with built-in air conditioners and underfloor wiring systems.  Okamura also develops material handling equipment and industrial machinery.

PILOT CORPORATION is a holding company established through the merger of Pilot and its affiliates, Pilot Ink and Pilot Precision.  Pilot Corp manages its subsidiaries' operation which manufactures and sells stationary products.

AEON DELIGHT CO., LTD. is a building maintenance company.  The Company provides services such as cleaning, security, and equipment management for buildings.

MITSUBISHI PENCIL CO., LTD. manufactures writing instruments, such as pencils and ball point pens.  The Company also produces office supplies, office automation equipment, crafts, and cosmetics.  Mitsubishi Pencil also has operations in the United States and in Europe.

NIPPON KANZAI Co., Ltd. provides integrated building management services for public and commercial buildings.  The Company also proceeds PFI projects providing operational management services for public facilities such as sewerage system.  Nippon Kanzai acts as management association for condominium apartments and provides asset management services for real estate fund.

Japan Elevator Service Holdings Co. Ltd. offers elevator and escalator maintenance, inspection and renewal services.

Park24 Co., Ltd. operates 24-hour automated parking garages, monthly parking lots, and parking lot administration.  The Company also sells parking lot equipment of gate-type and multistory-type such as park lock.

NISSHA CO., LTD. manufactures industrial materials and electronic components such as decorative films and touch input panels.  The Company also provides printing services for books and periodicals.

Relia, Inc. provides marketing services utilizing telephone, fax, and electronic  mail. The Company, an affiliate of Mitsui & Co., also provides customer service s, market research, and sales promotion services for businesses.

Zhongyuan Environment Protection Co., Ltd. manufactures and markets grinding tools, including coated abrasive tools and fixed grinding tools. The Company also produces yeast and supplies heaters.

SP Plus Corporation provides parking facility management services in the United States and Canada. The Company provides on-site management services at multi-level and surface parking facilities in the urban parking and airport parking markets. SP's clients include owners of office building complexes, shopping centers, sports complexes, hotels, hospitals, and various airports.

Riverstone Holdings Limited produces, sells, and distributes clean-room products for use in highly controlled and critical environments. The Company's products include nitrite and natural rubber gloves and clean-room packaging materials and finger cots, as well as face masks, face pouches, hoods, caps, jumpsuits, and swabs.

Tianjin Capital Environmental Protection Group Company Limited, through its subsidiaries, processes sewage water and constructs sewage water processing plants.  The Company also operates road and toll stations in Tianjin.

KEPCO Plant Service & Engineering Co., Ltd. provides maintenance services for power plants and industrial plants.  The Company's main service areas are turbine maintenance, generator and motor maintenance, pump maintenance, and boiler maintenance.

Kepco Plant Service & Engineering (051600 KS)

Montrose Environmental Group, Inc. operates as an environmental company. The Company offers air quality and environmental laboratory services. Montrose Environmental Group serves to the landfills, electric utilities, water treatment facilities, municipalities, and corporations worldwide.

Deluxe Corp. offers check printing and related business services. The Company provides customized checks and forms, website development and hosting, email marketing, search engine optimization, logo design, customer acquisition services, fraud prevention and profitability, and data analysis services. Deluxe serves individual customers, small businesses, and financial institutions.

CECO Environmental Corp. provides air purification equipments and solutions. The Company offers dampers and diverters, industrial ventilation system, silencers, and scrubbers, as well as other related products. CECO Environmental serves clients worldwide.

Heritage-Crystal Clean, Inc. offers parts cleaning services.  The Company offers parts cleaning, solvent disposal management, used oil collection, and vacuum truck services.

Pitney Bowes Inc. sells and finances, rents, and services integrated mail and document management systems.  The Company offers a full suite of equipment, supplies, software and services for end-to-end mailstream solutions.

DUSKIN CO., LTD. sells and leases cleaning equipment and commodity. The Company operates food franchise chain as well.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Duskin Co Ltd (4665 JP)

Duskin (4665 JP) - Proactive Changes to Result in Higher Performance

Q1-2 FY3/2024 results were in line with upwardly revised company guidance and indicated that the company is making steadfast progress in its...

Astris Advisory Japan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)