In today’s briefing:
- Unloved Japan Round-Up
- Neos Corp (3627 JP): 1H FY02/25 flash update
Unloved Japan Round-Up
- Below is a sample of the unloved Japanese stocks we focus on at Azabu Research, with key valuation metrics and latest news.
- The average PBR in this week’s list is 0.5x and the average P/E is 5.9x.
- Most of the stocks in this week’s round up are related to either the auto supply chain or the electric power grid.
Neos Corp (3627 JP): 1H FY02/25 flash update
- In 1H FY02/25, TECMIRA reported revenue of JPY5.6bn, a 34.4% YoY increase, with a net loss of JPY67mn.
- IoT & Devices segment revenue rose 13.9% YoY, with segment profit increasing 12.7% YoY due to improved production efficiency.
- AI & Cloud segment profit surged 594.4% YoY, driven by AI chatbot productization and infrastructure migration to Microsoft Azure.
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