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>Q1-4 FY4/2023 results were ahead of revised company guidance and our earnings estimates, highlighting the company’s success in 1) driving demand at both existing and newly acquired customers, and 2) implementing Marketing Technology services that are improving the overall sales mix and driving margin growth.</li><li>On this fundamentally robust basis, the company acquired Net Marketing in April 2023, an advertising agency that will allow access to new customers in which to sell-in profitable Marketing Technology services and replicate its effective model, as well as gain exposure to a more diversified range of market sectors.</li><li>Strong outlook for FY4/2024 – we revise our earnings estimates for FY4/2024 and beyond, reflecting the following: 1) stronger topline growth in Analytics Consulting, 2) a more enhanced trajectory of profitability improvement in the medium term, given the success of Marketing Technology services to date.</li></ul>

Q1-4 FY4/2023 results were ahead of revised company guidance and our earnings estimates, highlighting the company’s success in 1) driving demand at both existing and newly acquired customers, and 2) implementing Marketing Technology services that are improving the overall sales mix and driving margin growth.On this fundamentally robust basis, the company acquired Net Marketing in April 2023, an advertising agency that will allow access to new customers in which to sell-in profitable Marketing Technology services and replicate its effective model, as well as gain exposure to a more diversified range of market sectors.Strong outlook for FY4/2024 – we revise our earnings estimates for FY4/2024 and beyond, reflecting the following: 1) stronger topline growth in Analytics Consulting, 2) a more enhanced trajectory of profitability improvement in the medium term, given the success of Marketing Technology services to date.

Macbee Planet (7095) - Firing on All Cylinders

Japan

Stream Media Corporation provides management of artists events and medias. The Company manages activities of Korean artists in Japan, and plans and organizes activities including their music and appearances at events, official mobile sites,  fan club sites, and others in commercials. Stream Media also provides Korean channel broadcasting services,

FreeBit Co., Ltd. provides Internet connectivity outsourcing services for Internet service providers.  The Company also offers ubiquitous networking environment.  FreeBit provides consulting services for Internet related businesses as well.

Japan Communications Inc. provides telecommunication services to corporate clients.  The Company also provides wireless high-speed internet access mainly to consumers.

Vision Inc. provides a variety of telecommunication services, including fixed-line telecom, wireless telecom and wifi services. The company also provides distribution and lease service of office equipments and communications equipments.

Broadmedia Corporation provides broadband service, CDN (contents delivery network), and media contents belonging to Softbank broadcasting. Broadmedia also markets game on demand service.

BroadBand Tower, Inc. operates Internet data centers to provide space services and Internet connectivity services.  The Company also distributes video contents on the Internet.

FORVAL TELECOM, INC. is a telecommunication services reseller, and provides discount international and domestic telephone and cellular phone services for the business and private sectors.  The Company also sells prepaid telephone cards and calling card services, and also does network and systems consulting.

Benefit Japan Co. operates Mobile Virtual Network Business, mobile and internet option service business and special retail in natural water.

WirelessGate, Inc. provides wireless communication services including Wi-Fi, WiMAX, and LTE for end users at train stations, airports, retail outlets, restaurants and other locations. It provides broadband services through agreements with public LAN, Wifi hotspots and other third-party networks, and its application allows users to access Wifi hotspots from multiple providers.

ARTERIA Networks Corporation provides telecommunication services. The Company offers internet connection, virtual private network construction, colocation, mobile connection, mobile device management, optical fiber network construction, and other services.

Hyve Group PLC organizes events. The Company provides platform where people connect, learn, inspire, and share extraordinary moments, advancing businesses, and helping to shape industries. Hyve Group serves customers worldwide.

ARN Media Limited operates as a media and entertainment company. The Company owns and manages radio, outdoor, and digital assets. ARN Media offers content marketing and outdoor advertising services, as well as digital radio service, live events, sports opinion, and video platforms.

PT MNC Vision Networks Tbk. provides broadcasting services. The Company offers distribution of subscription television shows. MNC Vision Networks serves customers in Indonesia.

Sports Entertainment Group Limited provides digital broadcasting platform. The Company produces live and pre-recorded television programs and end-to-end live sport coverage for broadcasters. Sports Entertainment Group serves customers in Australia.

Harte-Hanks, Inc. owns and operates a direct marketing company that provides a full range of specialized, coordinated, and integrated direct marketing services to companies in a wide variety of industries.  The Company's customers are located in the United States and other countries.  Harte-Hanks also publishes shopper publications which are highly targeted advertising vehicles.

SEEC Media Group Limited, through its subsidiaries, provides advertising agency services.

Unith Ltd provides software solutions. The Company develops solutions that makes user-centric conversations in real time, with AI-powered digital humans. Unith serves customers worldwide.

Team Internet Group PLC operates as an internet services holding company. The Company provides digital advertising and domain name management solutions. Team Internet Group offers domain names selling, technical and consultancy, ancillary, and monitoring services to end users, brands, and corporate clients.

PT Mahaka Radio Integra Tbk is a radio broadcasting company. The Company operates FM radio stations that primarily broadcast across Jakarta and Surabaya.

Design Milk Co Limited operates as an online e-commerce marketplace. The Company focuses on consumers for design and lifestyle goods, such as bags and accessories, watches, pillows, books, frames and mirrors, kitchen and dining, games, decor and lighting, dinnerware, pitchers, conditioner, baby oils, health supplements, jewelry, and apparels. Design Milk serves customers worldwide.

MacbeePlanet,Inc. provides marketing data analysis services. The Company offers consumer inflow paths and behavior patterns data analysis, consumer behavior machine learning, and analytics consulting services. MacbeePlanet serves clients across Japan.

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