S Shower Research Memo (7): New Medium-Term Management Plan "Ignite 2027" has been formulated.
■Growth Strategy 1. Medium-term management plan "Ignite 2027" (from March 2026 to March 2028). Space Shower SKIYAKI Holdings <4838> has integrated management with SKIYAKI and announced a new medium-term management plan "Ignite 2027" on November 13, 2024. As a basic policy, further strengthening of the growth foundation and improvement of profitability will be pursued through the integration of content and Technology.
S Shower Research Memo (6): Financial Estimates for the fiscal year ending March 2025 forecast a significant increase in revenue and profit.
■ Future outlook for Space Shower SKIYAKI Holdings <4838> ● Overview of consolidated financial estimates for the fiscal year ending March 2025. The consolidated financial estimates for the fiscal year ending March 2025 remain unchanged from the previous forecast (public announcement dated August 9, 2024), with revenue expected to increase by 21.3% year-on-year to 19,578 million yen, operating profit expected to rise by 24.4% to 769 million yen, ordinary profit projected to increase by 25.5% to 777 million yen, and net income attributable to shareholders of the parent company expected to jump by 45.1% to 406 million yen.
S Shower Research Memo (5): In the interim period of the fiscal year ending in March 2025, profits decreased due to increased costs, but sales were steady, resulting in an increase in EBITDA.
■ The performance trend of Space Shower SKIYAKI Holdings <4838> 1. Overview of consolidated performance for the second quarter cumulative (interim period) of the fiscal year ending in March 2025. The consolidated performance for the second quarter cumulative (interim period) of the fiscal year ending in March 2025 showed revenue of 10,581 million yen, an increase of 18.6% compared to the same period last year, operating profit of 581 million yen, a decrease of 15.0% compared to the same period last year, ordinary profit of 582 million yen, a decrease of 14.2% compared to the same period last year, and interim net profit attributable to parent company shareholders of 323 million yen, a decrease of 23.8% compared to the same period last year. From this period, the subsidiary...
S Shower Research Memo (3): Restructuring content and solutions for optimizing the business portfolio (1)
■ Overview of Space Shower SKIYAKI Holdings <4838> 1. Business Overview After the management integration, the company reorganized its segment classification for the purpose of optimizing the business portfolio and creating synergies. It provides original content that is planned and produced in-house to users, including the content segment (Space Shower Network's event business, live house business, artist management business, label/agent business, Pay TV).
S Shower Research Memo (2): The holding company formed by the management integration of Space Shower Network and SKIYAKI.
■Company Overview 1. Company Overview Space Shower SKIYAKI Holdings <4838> will merge Space Shower Network and SKIYAKI on April 1, 2024 (Space Shower Network will make SKIYAKI a subsidiary through a stock exchange), transitioning to a holding company structure and changing its name. As a new entertainment company that integrates the content and Technology of both companies, it aims to collaborate with artists and creators for the next generation of entertainment.
S Shower Research Memo (1): Aiming to create next-generation entertainment through the fusion of content and Technology.
■Summary: Space Shower SKIYAKI Holdings <4838> will merge with Space Shower Network and SKIYAKI as of April 1, 2024, transitioning to a holding company structure and changing its name. The aim is to create next-generation entertainment in collaboration with artists and creators by merging the content and Technology of both companies.
Space Shower SKIYAKI Holdings - Collaboration begins between setlist information services for music live events and music subscription services.
On the 18th, Space Shower SKIYAKI Holdings <4838> announced that its music live information service "LiveFans" will start integrating setlists with music subscription services. The submitted setlists can be played back in accordance with the setlist on the web browser in conjunction with the music subscription service. As of the 18th, integration with Apple Music is available. Integration with other subscription services is also planned.
SSSKHD---LoveSha NEW YEAR LIVE 2025 will be held
Space Shower SUKIYAKI Holdings <4838> announced on the 20th that its subsidiary, Space Shower Network, will hold "SPACE SHOWER SWEET LOVE SHOWER NEW YEAR LIVE 2025" at Zepp Haneda. SWEET LOVE SHOWER (Love Shower) will celebrate its 30th anniversary in 2025. This performance will commemorate the beginning of that 30th year, and it has previously celebrated multiple times.
SSSKHD--- Shareholder benefits system change (expansion)
Space Shower SKIYAKI Holdings <4838> announced on the 13th that it will change (expand) its shareholder perks program. The company aims to enhance the understanding of its businesses and services among more shareholders, and to receive support for a longer period. As of the cut-off date of September 30, 2025, shareholders holding 100 shares or more (1 unit) of the company's shares listed on the shareholder registry as of every September 30 will be eligible for the perks.
SSSKHD---Implement structural reforms.
Space Shower SKIYAKI Holdings <4838> announced on the 13th that it will implement structural reforms. The company aims to enhance business efficiency, strengthen collaboration between business divisions, and optimize the overall business portfolio, and will carry out a group reorganization in April 2025 to improve the effectiveness of segment restructuring. By aligning the group's structure with strategic objectives, the company will enhance the proper allocation of resources and the driving force of synergy between segments.
Space Shower SKIYAKI Holdings --- Change in dividend policy (introduction of progressive dividends) and revision of financial estimates.
Space Shower SKIYAKI Holdings <4838> announced on the 13th that it will change its dividend policy to introduce a progressive dividend and revise its dividend estimates for the fiscal year ending March 2025. The company had positioned adopting a stable and continuous dividend policy as one of the important management goals to achieve long-term profit return to its shareholders. The revised dividend policy to be applied from the fiscal year ending March 2026 will actively allocate funds to growth investments (including business investments, capital partnerships, and M&A).
SPACE SHOWER SKIYAKI Holdings--- formulated the mid-term management plan "Ignite 2027".
Space Shower SKIYAKI Holdings <4838> announced on the 13th that it has formulated a "Mid-term Management Plan Ignite 2027" with a planning period of three years from the fiscal year ending March 2026 to the fiscal year ending March 2028. The company aims to set quantitative targets for the fiscal year 2027, strengthen its growth base and improve profitability through the integration of content and technology, and engage in creating the next generation of entertainment. The company has cultivated entertainment up to now.
Japanese stock buybacks this week (11/11~11/15)
――――11/11――――$KYB(7242.JP)$ will buy back up to 4.6 million shares, 18.4% of its outstanding shares (excluding its own shares), for an amount of JPY¥ 20 billion.$Persol Holdings(2181.JP)$ will
SSSKHD---2Q announced double-digit revenue growth and an increase in year-end dividends.
Space Shower SKIYAKI Holdings <4838> announced its consolidated financial results for the second quarter of the fiscal year 2025 ending in March 2025 (April-September 2024) on the 13th. Revenue increased by 18.6% year-on-year to 10.581 billion yen, operating profit decreased by 15.0% to 0.581 billion yen, ordinary profit decreased by 14.2% to 0.582 billion yen, and interim net profit attributable to the parent company's shareholders decreased by 23.8% to 0.323 billion yen. The revenue of the content segment increased by 9.1% to 5.757 billion yen compared to the same period last year.
Space Shower Skiyaki Holdings: Half Year Report - Term 31 (2024/04/01 - 2025/03/31)
The announcement of the share buyback by the upper group, etc., on November 13.
The stocks announced for the establishment of the own stock acquisition limit on November 13 (Wednesday) are as follows: <9364> Uegumi 5.4 million shares (5.1%) 17 billion yen (24/11/14-25/2/14) <3099> Mitsukoshi Isetan 5 million shares (1.3%) 10 billion yen (24/11/14-25/3/14) <4980> Dexerials 2.5 million shares (1.4%) 5 billion yen (24/11/14-24/12/23) <6145> Nittoku 1.2 million shares (6.6%) 3 billion yen (24/
Space Shower Skiyaki Holdings: Presentation of financial results for the 2nd quarter of the fiscal year ending March 31, 2025
Space Shower Skiyaki Holdings: Notice regarding changes in dividend policy (introduction of progressive dividends) and revisions to dividend forecasts (commemorative dividends)
Space Shower Skiyaki Holdings: 2nd Half (Mid-Term) Decision SMS for March 2025 [Japan Basis] (link)
Space Shower SKIYAKI Holdings - recorded special profit (gain on sale of investment securities).
Space Shower SKIYAKI Holdings <4838> announced that on the 8th, it sold a portion of its investment securities holdings, and will record special profit (gain on sale of investment securities) in the third quarter of the fiscal year ending March 2025 (October-December 2024). The company sold listed securities for effective use of assets, recording a sales profit of 0.102 billion yen.