Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

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.

Japan Experts, Extraordinary Performance

Equity Bottom-Up

<ul><li>Earnings rebounding – Q1 FY3/25 results were positive with the company demonstrating sustained double-digit sales growth YoY, and strong underlying OP growth of 53.2% YoY.</li><li>Reported OP grew 633.7% YoY, a positive optic related to a one-time reversal of contingent consideration stemming from the acquisition of Zelto Inc.</li><li>Although the market environment remains challenging Overseas and investment into AI services lowered margins in the Marketing SaaS business, the earnings outlook remains positive given the company targeting positive OP in H2 FY3/25 for the Marketing SaaS business, and strengthening seasonality in advertising demand. </li></ul>

Earnings rebounding – Q1 FY3/25 results were positive with the company demonstrating sustained double-digit sales growth YoY, and strong underlying OP growth of 53.2% YoY.Reported OP grew 633.7% YoY, a positive optic related to a one-time reversal of contingent consideration stemming from the acquisition of Zelto Inc.Although the market environment remains challenging Overseas and investment into AI services lowered margins in the Marketing SaaS business, the earnings outlook remains positive given the company targeting positive OP in H2 FY3/25 for the Marketing SaaS business, and strengthening seasonality in advertising demand. 

Geniee (6562 JP) - A Positive Turnaround YoY

Geniee Inc

Geniee (6562 JP) - A Positive Turnaround YoY