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Companies Financials 254A.T
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254A.T Tokyo Stock Exchange Investment Management & Fund Operators

254a.T

¥979,00
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JPY
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Mcap
8,5B JPY
P/E
EV / Rev
Div yield
0,00 %
Op margin
46,2 %
ROE
14,2 %
Net margin
21,7 %
Debt / equity
0,20
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

254A.T is an investment management and fund operator in the financial services sector, generating revenue primarily through asset management fees and investment income.

Business. 254A.T is an investment management and fund operator in the financial services sector, generating revenue primarily through asset management fees and investment income.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Management & Fund Operators
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
14,2 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 254A.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 254A.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    254A.T is an investment management and fund operator in the financial services sector, generating revenue primarily through asset management fees and investment income.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Management & Fund Operators
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥3.33 billion, representing 43.6% of total assets. Its liquidity FPT (free cash flow to total liabilities) is robust, with a current ratio of 3.6 and a debt-to-equity ratio of 0.2, indicating a conservative capital structure. The price-to-book ratio of 1.79 and price-to-tangible-book ratio of 1.79 suggest the market values the company at a premium to its book value, consistent with the industry's asset-light model.

    Profitability metrics show a return on equity (ROE) of 14.19% and a return on assets (ROA) of 8.77%, both exceeding the typical industry median for investment management firms. The operating margin of 46.2% (operating income of ¥1.43 billion on ¥3.09 billion revenue) is also above the sector average, reflecting efficient cost management and strong fee-based revenue generation.

    The company operates as a single business segment, with all revenue derived from its investment management and fund operations. There is no geographic diversification disclosed, and the entire ¥3.09 billion in revenue is attributed to a single region, indicating a high concentration risk.

    Looking ahead, the company is projected to maintain stable revenue growth, with a year-over-year increase of 4.5% in the current fiscal year and 3.2% in the following year. This growth is supported by a strong free cash flow of ¥1.31 billion and a capital expenditure of -¥23 million, suggesting minimal reinvestment needs and a focus on maintaining liquidity.

    Risk factors are currently low, with no immediate filing-based liquidity or dilution flags detected. The dilution potential is also low, with no recent issuance or shelf registration activity reported. The company's conservative leverage and strong liquidity position further reduce credit risk.

    Recent events include the filing of the latest financial results, which show a net income of ¥669 million and a market price of ¥972 per share. Analyst estimates align closely with reported figures, with the last actual EPS at ¥84.49 and revenue at ¥3.09 billion, indicating strong performance relative to expectations.

    Key takeaways
    • 254A.T has a strong liquidity position with a current ratio of 3.6 and a debt-to-equity ratio of 0.2.
    • The company's ROE of 14.19% and ROA of 8.77% indicate strong profitability relative to industry norms.
    • Revenue is entirely concentrated in a single segment and region, presenting a high concentration risk.
    • The company is projected to maintain moderate revenue growth in the next two fiscal years.
    • No immediate liquidity or dilution risks are currently flagged.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥979,00
    Market cap
    ¥8.46B
    Enterprise value
    ¥6.10B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    1.8x
    P / Tangible book
    1.8x
    Tangible book
    ¥4.72B
    Net cash
    ¥2.36B
    Current ratio
    3.6
    Debt / equity
    0.2
    ROA
    8.8%
    ROE
    14.2%
    Cash conversion
    -29.0%
    CapEx / revenue
    -0.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin46,2 %Above median
    Net Margin21,7 %Below median
    ROE14,2 %Above P75
    Capex / Rev-0,7 %Above median
    D/E0,20Below median
    Cash Conv-0,29Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 254A.T Market data — financials · 2026-05-26
    • AI Fusion Capital Group Corp Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    254A.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage