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>Emphasizing sales volume expansion – Q1-3 FY4/25 results indicated strong sales volume growth at 32.2% YoY, as the company continued diversifying into market sectors such as medical, recruitment and finance.</li><li>Although prioritizing growth has meant a shift in the customer mix away from traditionally high margin brick-and-mortar in-store experiences, we believe this strategic shift is positive given their larger addressable markets.</li><li>The company revised its FY4/25 guidance, providing greater clarity over the short term, and highlighted its medium-term expectations for sustained double-digit growth.</li></ul>

Emphasizing sales volume expansion – Q1-3 FY4/25 results indicated strong sales volume growth at 32.2% YoY, as the company continued diversifying into market sectors such as medical, recruitment and finance.Although prioritizing growth has meant a shift in the customer mix away from traditionally high margin brick-and-mortar in-store experiences, we believe this strategic shift is positive given their larger addressable markets.The company revised its FY4/25 guidance, providing greater clarity over the short term, and highlighted its medium-term expectations for sustained double-digit growth.

Macbee Planet (7095 JP) - Focus on Volume-First Growth Strategy

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<li>Back on track – With solid double-digit sales growth of 30.0% YoY, Q1-2 FY4/25 results highlight the company’s ongoing success in expanding the performance-based online advertising market.</li>
<li>Slight margin dilution YoY points to a changing sales mix in the Wellness sector, but the overall direction of travel remains positive with a sustained growth profile.</li>
<li>FY guidance has been maintained while a large-scale PR initiative for the company is planned in H2, and the company has managed to reverse some of the allowances for doubtful debt booked in FY4/24, which is a positive development.</li>
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Back on track – With solid double-digit sales growth of 30.0% YoY, Q1-2 FY4/25 results highlight the company’s ongoing success in expanding the performance-based online advertising market.
Slight margin dilution YoY points to a changing sales mix in the Wellness sector, but the overall direction of travel remains positive with a sustained growth profile.
FY guidance has been maintained while a large-scale PR initiative for the company is planned in H2, and the company has managed to reverse some of the allowances for doubtful debt booked in FY4/24, which is a positive development.






Macbee Planet (7095) - Prioritizing Sales Expansion

<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

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.

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Macbee Planet (7095 JP)