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 in 1H FY12/24 decreased 4.2% YoY to JPY15.7bn, driven by weak performance in the agrichemicals field.</li><li>Operating profit in 1H FY12/24 decreased 38.5% YoY to JPY2.0bn, impacted by lower revenue and increased expenses.</li><li>Recurring profit and net income attributable to owners of the parent fell over 30% YoY but exceeded forecasts.</li></ul>

Revenue in 1H FY12/24 decreased 4.2% YoY to JPY15.7bn, driven by weak performance in the agrichemicals field.Operating profit in 1H FY12/24 decreased 38.5% YoY to JPY2.0bn, impacted by lower revenue and increased expenses.Recurring profit and net income attributable to owners of the parent fell over 30% YoY but exceeded forecasts.

Oat Agrio (4979 JP): 1H FY12/24 flash update

'Quantamental' Japan Specialist, LightStream Research

Campbell Gunn

'Quantamental' Japan Specialist

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.

Thematic (Sector/Industry)

<p style="text-align: center;"><strong>• BEST &amp; WORST •</strong></p><p style="text-align: left;">Monday's best and 'worst' pairing is agri-chem company <a href="https://www.smartkarma.com/entities/kumiai-chemical-industry-co" target="_blank" data-smartkarma-citation="entities:12566:1" rel="noopener">Kumiai Chemical (4996 JP)</a> and 'star' grocer <a href="https://www.smartkarma.com/entities/kobe-bussan-co-ltd" target="_blank" data-smartkarma-citation="entities:4701:1" rel="noopener">Kobe Bussan (3038 JP)</a>. Although the latter's results showed positive growth, momentum is fading and the forecasts for FY2021 are, as usual, conservative - as is also the case for the former. </p><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/178/426/original/2020-12-08_08-05-49.png?1607982021" class="editor-image img-responsive" data-smartkarma-image-id="178426"></figure></section><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/178/427/original/2020-12-15_06-33-56.png?1607982059" class="editor-image img-responsive" data-smartkarma-image-id="178427"></figure></section><div class="content-caption">Source for all charts &amp; tables: Japan Analytics    </div>

• BEST &amp; WORST •Monday's best and 'worst' pairing is agri-chem company Kumiai Chemical (4996 JP) and 'star' grocer Kobe Bussan (3038 JP). Although the latter's results showed positive growth, momentum is fading and the forecasts for FY2021 are, as usual, conservative - as is also the case for the former. Source for all charts &amp; tables: Japan Analytics    

🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​14 Kumiai Chem. & Kobe Bussan

Japan

OAT Agrio Co., Ltd. manufactures and sells agricultural chemicals and fertilizer products.  The company also engages in research and development for cultivation technology.

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Oat Agrio (4979 JP)

Oat Agrio (4979 JP): 1H FY12/24 flash update

Revenue in 1H FY12/24 decreased 4.2% YoY to JPY15.7bn, driven by weak performance in the agrichemicals field. Operating profit in 1H FY12/24...

Shared Research

🇯🇵 JAPAN • Results & Revisions 12/14 Kumiai Chem. & Kobe Bussan

Monday's best and 'worst' pairing is agri-chem company Kumiai Chemical (4996 JP) and 'star' grocer Kobe Bussan (3038 JP).

Campbell Gunn

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Oat Agrio (4979 JP): 1H FY12/24 flash update

Revenue in 1H FY12/24 decreased 4.2% YoY to JPY15.7bn, driven by weak performance in the agrichemicals field. Operating profit in 1H FY12/24...

Shared Research

🇯🇵 JAPAN • Results & Revisions 12/​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​14 Kumiai Chem. & Kobe Bussan

Monday's best and 'worst' pairing is agri-chem company Kumiai Chemical (4996 JP) and 'star' grocer Kobe Bussan (3038 JP).

Campbell Gunn

🇯🇵 JAPAN • Results & Revisions 12/14 Kumiai Chem. & Kobe Bussan