2025-06-13-Jefferies-BayCurrent（6532）_邀请_2025年7月16日（周三）与首席财务官的小组会议_7页_102kb

报告摘要

BayCurrent Equity Research Summary

Event Invitation

On July 16, 2025, Jefferies hosts a group meeting with BayCurrent's CFO, Mr. Kosuke Nakamura, to discuss 1Q earnings, macro outlook, and earnings implications for FY2/26. The meeting will be conducted in Japanese with English translation and is open for direct engagement with management.

Company Overview

BayCurrent is a Japanese firm providing consulting services to large Japanese companies, specializing in management strategy, digital transformation, and other business solutions.

Valuation & Outlook

Current Rating: BUY with a price of ¥7,217 (prior closing).
Price Target: ¥9,300, implying a +29% 12-month upside based on 37.7x FY2/26 P/E.
Market Cap: ¥1.1T (approx. $7.8B).
Key Risk: Potential order loss or cost increases not passed to clients; broader market risks.

Analyst Meeting Details

Date/Time: Wednesday, July 16, 2025, 10:00 AM JST (9:00 PM ET).
Host/Participants: Hiroko Sato and Ken Oiwa (analysts); Mr. Nakamura (CFO).
Topics: Q1 results (core KPIs), macro updates. (No pre-scheduled analyst call for Q1).

This summary is based on the June 12, 2025, equity research report by Jefferies.

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