8617.T(8617.T)

$609.00—Stale · unknown old

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8617.T(8617.T)

JPX • Last print unknown ago

$609.00—Stale · unknown old

WatchlistAsk SA Chart Studio

8617.T(8617.T)

8617.T

9/26/26

Kosei Securities (8617.T)

Saturday

10:40 AM

ThesisThe strong growth in trading volumes and potential new partnerships are driving a more optimistic outlook for Kosei's revenue and market position.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$558M	$1.1B
Rev. Growth	-62.7%	+99.1%
EPS	$-49.31	$22.22
EPS Growth	-224%	+145%
P/E	—	27.4×

What’s Driving the Stock

01Kosei's trading volumes increased by 150% in Q2 2026 compared to Q1 2026, indicating strong demand for equity trading services.
02New partnerships with fintech platforms could expand Kosei's client base by 20% over the next year.
03A significant increase in retail investor participation in the Japanese market could boost Kosei's brokerage revenues by 30% YoY.
04Potential regulatory changes favoring digital trading platforms may enhance Kosei's competitive position.
05Digital transformation in financial services
06Increased retail investor participation in equity markets
07Changes in trading volumes on the Tokyo Stock Exchange
08Fluctuations in equity market valuations

FY2025 Snapshot

Revenue: $1.1B
Rev. Growth: +99.1%
Gross Margin: 84.3%
Op. Margin: 3.9%
Net Margin: 18.9%
Net Income: $210M
NI Growth: +145%
EPS: $22.22
1Y Return: +19.4%

8617.T Chart

My Notes

"Management highlighted, 'Our strategic initiatives are positioning Kosei to capture significant market share in the evolving financial landscape.'"
Moat: Kosei's established brand and client relationships provide a moderate level of competitive advantage.
growth - due to the company's rapid revenue and net income growth rates.
Rising interest rates can enhance net interest margins from margin lending, positively impacting profitability.
Watch on earnings: Tokyo Stock Exchange trading volumes, Japanese interest rates (e.g., Bank of Japan policy rates), Client acquisition and retention rates.

One Sentence Summary:

Kosei Securities: the setup is constructive — kosei's trading volumes increased by 150% in q2 2026 compared to q1 2026, indicating strong demand for equity trading services.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

—

27.4×

What’s Driving the Stock

01Kosei's trading volumes increased by 150% in Q2 2026 compared to Q1 2026, indicating strong demand for equity trading services.

02New partnerships with fintech platforms could expand Kosei's client base by 20% over the next year.

03A significant increase in retail investor participation in the Japanese market could boost Kosei's brokerage revenues by 30% YoY.

04Potential regulatory changes favoring digital trading platforms may enhance Kosei's competitive position.

05Digital transformation in financial services

06Increased retail investor participation in equity markets

07Changes in trading volumes on the Tokyo Stock Exchange

08Fluctuations in equity market valuations

My Notes

"Management highlighted, 'Our strategic initiatives are positioning Kosei to capture significant market share in the evolving financial landscape.'"

Moat: Kosei's established brand and client relationships provide a moderate level of competitive advantage.

growth - due to the company's rapid revenue and net income growth rates.

Rising interest rates can enhance net interest margins from margin lending, positively impacting profitability.

Watch on earnings: Tokyo Stock Exchange trading volumes, Japanese interest rates (e.g., Bank of Japan policy rates), Client acquisition and retention rates.