In today’s briefing:
- Why an Israel-Hamas Ceasefire Probably Wouldn’t Lead to Lower Container Rates in Short-Term
- Tokai Holdings (3167 JP): Full-year FY03/24 flash update
- Tokai Holdings (3167 JP): Full-year FY03/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Aeon Delight (9787 JP): Full-year FY02/24 flash update
Why an Israel-Hamas Ceasefire Probably Wouldn’t Lead to Lower Container Rates in Short-Term
- Its unclear whether Yemen-based Houthis would end attacks after ceasefire
- We’ve entered peak Summer shipping season from Asia to US, Europe
- Higher spot rates have already lifted contract rates in Q2 2024
Tokai Holdings (3167 JP): Full-year FY03/24 flash update
- FY03/24 sales reached JPY231.5bn (+0.6% YoY), operating profit JPY15.5bn (+4.0% YoY), and net income JPY8.5bn (+31.2% YoY).
- Segment sales: Energy JPY101.0bn (-1.5% YoY), Information and Communications JPY56.7bn (+5.0% YoY), CATV JPY35.8bn (+3.7% YoY).
- FY03/25 forecast: sales JPY244.0bn (+5.4% YoY), operating profit JPY16.0bn (+3.2% YoY), net income JPY9.0bn (+6.1% YoY).
Tokai Holdings (3167 JP): Full-year FY03/24 flash update
- FY03/24: Sales JPY231.5bn (+0.6% YoY), operating profit JPY15.5bn (+4.0% YoY), net income JPY8.5bn (+31.2% YoY).
- FY03/25 forecast: Sales JPY244.0bn (+5.4% YoY), operating profit JPY16.0bn (+3.2% YoY), net income JPY9.0bn (+6.1% YoY).
- Segment results: Energy sales JPY101.0bn (-1.5% YoY), Information and Communications sales JPY56.7bn (+5.0% YoY), Construction sales JPY25.0bn (-6.6% YoY).
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales grew 6.9% YoY to JPY324.8bn, exceeding the FY02/24 forecast, driven by existing and new customer contracts.
- Operating profit fell 3.7% YoY to JPY15.2bn due to increased SG&A expenses despite segment profit growth.
- The company plans to acquire 700,000 treasury shares (1.44% of total issued shares) valued at JPY3.1bn.
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales for FY02/23 were JPY324.8bn (+6.9% YoY), operating profit JPY15.2bn (-3.7% YoY), and net income JPY10.7bn (+5.5% YoY).
- Full-year FY02/24 forecast: Sales JPY340.0bn (+4.7% YoY), operating profit JPY16.0bn (+5.0% YoY), and net income JPY10.4bn (-2.9% YoY).
- The company plans to acquire 700,000 treasury shares (1.44% of total issued shares) with a total acquisition value of JPY3.1bn.
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales for FY02/23 were JPY324.8bn (+6.9% YoY), operating profit JPY15.2bn (-3.7% YoY), and net income JPY10.7bn (+5.5% YoY).
- Sales grew YoY in all segments, notably in Construction Work and Materials and Supplies Sourcing Services, despite rising SG&A expenses.
- Full-year forecast for FY02/24: Sales JPY340.0bn (+4.7% YoY), operating profit JPY16.0bn (+5.0% YoY), and annual dividends JPY87 per share.
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales increased 6.9% YoY to JPY324.8bn, driven by growth in existing customer wallets and new contracts.
- Operating profit fell 3.7% YoY to JPY15.2bn, impacted by higher SG&A expenses despite segment profit growth.
- Net income attributable to owners of the parent rose 5.5% YoY to JPY10.7bn, exceeding the full-year forecast.
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales for FY02/23 were JPY324.8bn (+6.9% YoY), operating profit JPY15.2bn (-3.7% YoY), and net income JPY10.7bn (+5.5% YoY).
- Sales grew YoY in all seven segments, with notable growth in Construction Work and Materials and Supplies Sourcing Services.
- Full-year forecast for FY02/24: Sales JPY340.0bn (+4.7% YoY), operating profit JPY16.0bn (+5.0% YoY), and annual dividends per share JPY87.
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales for FY02/23 were JPY324.8bn (+6.9% YoY), operating profit JPY15.2bn (-3.7% YoY), and net income JPY10.7bn (+5.5% YoY).
- Sales and operating profit grew YoY in all segments, with notable increases in Construction Work and Materials and Supplies Sourcing Services.
- The company plans to acquire 700,000 treasury shares (1.44% of total issued shares) with a total acquisition value of JPY3.1bn.
Aeon Delight (9787 JP): Full-year FY02/24 flash update
- Sales: JPY324.8bn (+6.9% YoY), Operating profit: JPY15.2bn (-3.7% YoY), Recurring profit: JPY15.5bn (-3.3% YoY), Net income: JPY10.7bn (+5.5% YoY).
- Sales growth driven by existing customer wallet share and new contracts; notable growth in Construction Work and Materials and Supplies Sourcing Services.
- Full-year forecast: Sales JPY340.0bn (+4.7% YoY), Operating profit JPY16.0bn (+5.0% YoY), Recurring profit JPY16.0bn (+3.3% YoY), Net income JPY10.4bn (-2.9% YoY).
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