Marko Yamashita CH Q&A blog

AnyColor Inc. — FY2026/4 Full-Year Valuation Workbench v2 AnyColor Inc. 5032.T FY2026/4 Full-Year Confirmed · Non-consolidated · Japanese GAAP · anycolor_valuation_v2 ✓ Full-Year Actuals Confirmed June 10, 2026 · 本決算 ✅ v2 Update — June 10, 2026 本決算 Confirmed: All figures below reflect confirmed full-year FY2026/4 actuals from the official IR presentation and GAAP filing. Q3 annualized estimates have been replaced with audited results. Full-year revenue ¥55,681M (+29.9% YoY). Operating profit ¥20,172M (+23.9%). Operating CF ¥15,678M (+40.2%) — strongest in company history. Zero debt. ¥22,050M cash fortress. Fast Action Signals · FY2026/4 Confirmed Actuals Revenue (Full Year) ¥55,681M FY2025/4: ¥42,876M ▲ +29.9% YoY · Beat analyst consensus Operating Profit (Full Year) ¥20,172M F...

AnyColor Inc. — FY2026/4 Q3 Valuation Workbench v1 AnyColor Inc. 5032.T FY2026/4 Q3 Cumulative · Non-consolidated · Japanese GAAP · anycolor_valuation_v1 Integrity Scout Active May 9, 2026 · Filed Fast Action Signals Revenue (9M Cumulative) ¥32,220M FY2025/4 9M: ¥26,095M ▲ +23.5% YoY · Above management trajectory Operating Profit (9M) ¥12,390M FY2025/4 9M: ¥9,340M ▲ +32.7% YoY · Margin expansion confirmed Operating Margin (9M) 38.5% FY2025/4 9M: 35.8% ▲ +270bps YoY · Variable cost model holding Net Profit (9M) ¥8,640M FY2025/4 9M: ¥6,510M ▲ +32.7% YoY · Consistent with operating Mid-Term OP Target Progress 94% Target: ¥13,200M annual (¥24B mid-term) ⚠ Target = f...

COVER Corp — FY2026/3 Valuation Workbench v3 COVER Corp 5253.T FY2026/3 Annual · Non-consolidated · Japanese GAAP · cover_valuation_v3_annual Integrity Scout Active May 14, 2026 · Filed Fast Action Signals Revenue vs Guidance ¥49,330M Guidance: ¥52,500M est. ▼ Miss · +13.7% YoY actual Operating Profit vs Guidance ¥7,056M Guidance: ¥8,200M est. ▼ Miss · -11.8% YoY Net Profit ¥3,016M FY2025: ¥5,559M ▼ -45.7% YoY · Impairment driven Gross Margin 47.6% FY2025: 50.2% ▼ -260bps · Compressed Operating Cash Flow ¥7,204M FY2025: ¥5,285M ▲ +36.3% YoY · Strong Cash Position ¥16,008M FY2025: ¥11,498M ▲ +¥4,510M · Fortress ...