DAIWABO HOLDINGS CO LTD 6 AUGUST 2025_EN

LATEST FINANCIAL ANNOUNCEMENT

Daiwabo Holdings Co., Ltd. (3107.T)

Associate: Anne Ching

Q1 FY2025

August 5, 2025

Consolidated Financial Results for the Three Months Ended June 30, 2025 (Under Japanese GAAP)

Source: pdfFile.pdf

COMPANY PROFILE

Daiwabo Holdings Co., Ltd. (3107.T)

Daiwabo Holdings Co., Ltd., together with its subsidiaries, operates as an IT infrastructure distributor in Japan. It operates through three segments: IT Infrastructure Distribution Business, Textile Business, and Industrial Machinery Business. The company distributes computer appliances and peripheral devices; and provides logistics and technical services, and support. It also manufactures, processes, and sells synthetic fiber, nonwoven fabric, and industrial materials and related products; spun yarn, thread, fabric, knitting, and secondary products; rubber products; and resin canvas. In addition, the company engages in the dyeing and finishing of textile products, sewing processing, and spinning and twisting business. Further, it manufactures and sells machine tools, such as vertical lathes, grinding machines, and specialized machines; and cartoning machines, intermediate packaging machines, corrugated cardboard casers, and other automatic machinery. Additionally, the company manufactures and sells machine parts for production equipment and casting parts; and offers civil engineering and construction, insurance agency, and engineering services. The company was founded in 1941 and is headquartered in Osaka, Japan.

https://www.daiwabo-holdings.com/

CORPORATE GOVERNANCE

KEY EXECUTIVE TEAM

Name	Title
Mr. Yukihiro Nishimura	President, CEO & Representative Director
Mr. Tsukasa Ikari	Senior MD & Director
Takao Yamashita	MD & Director

Source: Daiwabo Holdings Co., Ltd. (3107.T) Company Profile & Facts - Yahoo Finance

COMPETITORS

Otsuka Corporation (4768.T)

Otsuka Corporation, together with its subsidiaries, operates as an information technology (IT) platformer in Japan. It operates through System Integration Business, and Service and Support Business segments. The System Integration Business segment offers management systems and collaborative software, such as ERP packages and groupware to cover a range of specialized fields, including CAD and web technologies; and software, hardware, intranet, and security products for the construction and expansion of computer networks, as well as intermediary services between manufacturers and system integrators. This segment also sells computers, copiers, and communications equipment; develops consigned software; and develops and sells packaged software. The Service and Support Business segment is involved in the provision of emergency computer rescue services for corporate and individual clients; coordination of multi-vendor efforts consisting of pick-up, repair, and return of computers. It also offers 24/7 network support and services for the planning, design, construction, and operation of corporate information systems; and educational support services, as well as out-sources system engineers. Otsuka Corporation was founded in 1961 and is headquartered in Tokyo, Japan.

https://www.otsuka-shokai.co.jp/

MINEBEA MITSUMI Inc. (MINBY)

MINEBEA MITSUMI Inc. manufactures and supplies machined components, electronic devices and components, automotive, and industrial machinery and home security business in Japan and internationally. It operates through Precision Technologies; Motor, Lighting & Sensing; Semiconductors & Electronics; and Access Solutions segments. The company offers bearing products, including miniature and small-sized ball bearings, rod end and spherical bearings, roller bearings, bushings, precision machined parts for aircraft, and medium- and large-sized ball bearings for aerospace use. It also provides bearing-related products, such as pivot assemblies and precision mechanical assemblies; and fasteners, defense related special components, and electromagnetic clutches and brakes. In addition, the company offers rotary components comprising fan motors, blowers, hybrid type stepping motors, PM stepping motors, small diameter/high speed PM stepping motors, brush DC motors, small brushless motors, power brushless motors, polygon mirror scanner motors, HDD spindle motors, high-pressure blowers, rotation angle sensors, fan units, and FDB motors. Further, it provides lighting devices for LCDs; resonant devices; and measuring components comprising strain gauges, force sensors, load cells, pressure sensor, torque transducers, vector sensors, digital indicators, and tensile and compression testing machines; sensors and sensor related ICs products; coils, switches, and connectors; frequency and optical devices, power supply components, industrial machinery components, home security products, automotive components, and semiconductors. It offers its products for use in information technology, industrial, smart city, infrastructure, medical, health care, robotics, home and entertainment, aviation, space, and transportation. The company was formerly known as Minebea Co., Ltd. and changed its name to MINEBEA MITSUMI Inc. in January 2017. MINEBEA MITSUMI Inc. was incorporated in 1951 and is headquartered in Tokyo, Japan.

https://www.minebeamitsumi.com/

BroadLink Co., Ltd

rovider of WiFi-enabled smart products. The company provides smart home furniture such as light switches, air quality sensors and Wi-Fi speakers, enabling customers to connect and communicate with multiple devices and create a new life style using IoT technologies.

http://www.broadlink.com.cn/

Kanematsu Corporation (8020.T)

Kanematsu Corporation operates in trading of commercial products in Japan and internationally. It operates through, ICT Solution, Electronics & Devices; Foods, Meat & Grain, Steel Materials & Plant, and Motor Vehicles & Aerospace segments. The company offers semiconductor and devices, industrial electronics, electronics equipment and materials, mobile, and, ICT solutions, as well as data, AI, and SaaS. It provides cooked and processed foods; processed and agricultural products; meat products; grain, food soyabeans, and oilseeds; feedstuff; and agricultural, marine, beverage products, etc. In addition, the company offers Steel, Materials & Plant segment trades in steel, steel tubing, chemicals, energy, plant and ships, and machine tools and industrial machinery products. further it also trades in motor vehicle and parts, and aerospace parts. In additionally, it manufactures and sells medium-density fiberboard; and sale of pet food, feed materials, feed by-products, soft drink to vending machine, metal products, formulated resin, and aircraft engines as well as involved in the insurance agency and forwarding business, consigned freight forwarding business, and logistics services, as well as operates warehouse and self-storage. Kanematsu Corporation was founded in 1889 and is headquartered in Tokyo, Japan.

https://www.kanematsu.co.jp/

Shinden Hightex Corporation (3131.T)

Shinden Hightex Corporation sells various electronic components primarily in Japan. The company manufactures ICs and liquid crystal displays; electronic component printed circuit board packaging, BGA/CSP re-work/re-ball, and outsourcing; flash storage and DRAM modules; graphics cards; and hardware and software products comprising cellular communication modules and the global navigation satellite system products. It also provides CF cards and SSD products; e-mail security software; directional speakers; defense against pirate, bird deterrent devices, industrial warning surveillance, tunnel safety, and pedestrian safety products; Gateways, modules for LoRa, LTE-M1, and private LTE; cellular communication and V2X modules for automotive industries; server and data centers; and Li-ion batteries. In addition, the company offers semiconductor components, such as memory products; accelerated processing units and GPUs; LCD controllers, MCUs for remote controllers, power supply MCUs, ARM CPU-based 32bit MCUs, and segment driver ICs; ARM core SoC; ASICs; CMOS image sensor and display driver products; LEDs, wireless modules, touch windows, and PCBs; foundry products and services; semiconductor packaging and test solutions; bumping services; memory controllers; and speakers/receivers/vibration motors/actuators for automobile. Further, it provides display interface ICs for personal computers, portable media players, and smartphones. Shinden Hightex Corporation was incorporated in 1995 and is headquartered in Tokyo, Japan.

https://www.shinden.co.jp/

Hosiden Corporation (6804.T)

Hosiden Corporation develops, manufactures, and sells electronic components in Japan and internationally. The company operates through four segments: Mechanical Components, Acoustic Components, Display Components, and Composite Components and Others. The Mechanical Components segment offers connectors, jacks, switches, etc. The Acoustic Components segment provides microphones, headphones, headsets, speakers, receivers, etc. The Display Components segment offers touch panels. The Composite Components and Others segment offers complex equipment. It also manufactures and sells information telecommunications equipment, office machines, electrical appliances, auto parts, and medical equipment and related parts. In addition, it provides earphones; remote control units; wireless components including modules, bluetooth speaker and low energy beacons, IR headphones, MEDiTAG, and radio devices; and other products, such as chargers, AC adapters, wireless chargers, circuit protectors, and A2B compatible acceleration sensors. Hosiden Corporation was founded in 1947 and is headquartered in Yao, Japan.

https://www.hosiden.com/

ANNIL (002875.SZ)

Annil Co.,Ltd engages in the children's clothing business under the Annil brand in China. It serves customers through stores, as well as e-commerce platforms, which include Tmall, Vipshop, Douyin, etc. The company was founded in 1996 and is based in Shenzhen, China.

https://www.annil.com/

A.D.Works Group Co.,Ltd. (2982.T)

A.D.Works Group Co.,Ltd., together with its subsidiaries, operates in the real estate and stock-based fee businesses in Japan. The company is involved in acquisition, product planning, and sale of properties; sale of small-lot real estates; building tenant and accounting management activities; renovation and repair work, such as interior decoration; and provision of property management services. It also engages in corporate venture capital business; raising of capital through crowd funding and other methods; and buying and selling, development, and holding of properties. The company was founded in 1886 and is based in Tokyo, Japan.

https://www.adwg.co.jp/

Transworld Shipping Lines Limited (TRANSWORLD.NS)

Transworld Shipping Lines Limited provides coastal container shipping in India and internationally. It owns and operates container feeder ships. As of March 31, 2025, the company owned and operated a fleet of 12 vessels with a total capacity of 2,79,962 MT GRT and 3,62,413 MT DWT comprising 10 container vessels with a total capacity of 22,046 TEUs; and 2 dry bulk vessels with an aggregate of 69,402 MT DWT. It serves industries, including steel, road and infrastructure, defence, thermal power plants, oil and energy, consumer goods, and public sector undertakings. The company was formerly known as Shreyas Shipping and Logistics Limited and changed its name to Transworld Shipping Lines Limited in September 2024. Transworld Shipping Lines Limited was incorporated in 1988 and is headquartered in Navi Mumbai, India. Transworld Shipping Lines Limited operates as a subsidiary of Transworld Holdings Limited.

https://www.transworld.com/transworld-shipping-lines

THE INDUSTRY

Source: 3107.T Interactive Stock Chart | DAIWABO HOLDINGS CO LTD Stock - Yahoo Finance

Japan It Infrastructure Market Overview

The Japan IT infrastructure market is characterized by a high level of technological advancement and innovation, driven by the country`s strong emphasis on digital transformation. The market is dominated by major players such as Fujitsu, NEC, and Hitachi, offering a wide range of products and services including data centers, networking equipment, and cloud computing solutions. Cloud adoption is on the rise in Japan, with businesses increasingly leveraging hybrid cloud environments to enhance flexibility and scalability. The government`s focus on cybersecurity and data protection regulations also fuels investment in IT infrastructure. With a growing demand for advanced technologies such as AI, IoT, and 5G, the Japan IT infrastructure market presents significant opportunities for both domestic and international vendors to expand their presence and cater to the evolving needs of businesses in the region.

Japan It Infrastructure Market Trends

The Japan IT infrastructure market is experiencing several key trends. One prominent trend is the increasing adoption of cloud computing services, as businesses seek more flexible and scalable solutions to support their operations. Another trend is the focus on cybersecurity, with organizations investing in advanced security measures to protect their data and systems from cyber threats. Additionally, there is a growing interest in edge computing to enable faster data processing and analysis at the network edge. Moreover, the demand for hybrid IT environments that combine on-premises infrastructure with cloud services is on the rise as companies look to optimize their IT resources. Overall, these trends reflect a shift towards more agile, secure, and efficient IT infrastructure solutions in Japan.

Japan It Infrastructure Market Challenges

In the Japan IT infrastructure market, some key challenges include the rapid pace of technological advancement leading to the need for constant upgrades and investments, a shortage of skilled IT professionals to effectively manage and support complex infrastructure systems, and the high costs associated with maintaining and expanding IT infrastructure in a country known for its stringent regulatory requirements. Additionally, there is increasing pressure to ensure data security and privacy compliance, especially in light of rising cyber threats and the need to adhere to strict data protection laws. Navigating these challenges requires companies operating in the Japan IT infrastructure market to stay agile, innovative, and proactive in addressing evolving technology trends and regulatory landscapes while also investing in talent development and robust cybersecurity measures.

Japan It Infrastructure Market Investment Opportunities

The Japan IT infrastructure market offers promising investment opportunities due to the country`s continuous technological advancements and high demand for cutting-edge solutions. Cloud computing, data centers, cybersecurity, and 5G infrastructure are key areas attracting investor interest. Japan`s emphasis on innovation and digital transformation across various industries, combined with government initiatives to boost technology adoption, further enhances the investment landscape. Companies focusing on IoT, artificial intelligence, and smart city infrastructure are also gaining traction in the market. With a tech-savvy population and a strong economy, investing in Japan`s IT infrastructure sector presents potential for long-term growth and profitability. Partnering with local IT firms or exploring joint ventures can provide insights into market trends and regulatory requirements for successful investment endeavors in this dynamic sector.

Japan It Infrastructure Market Government Policy

The Japanese government has been actively promoting digital transformation and investment in IT infrastructure to enhance the country`s competitiveness and resilience. Initiatives such as the "Digital New Deal" and the "Society 5.0" vision aim to drive innovation and accelerate the adoption of technologies like artificial intelligence, IoT, and 5G. In response to the COVID-19 pandemic, the government has also prioritized strengthening cybersecurity measures and promoting remote work capabilities. Additionally, regulatory reforms and financial incentives are being introduced to support the development of emerging technologies and foster collaboration between the public and private sectors. Overall, the government`s policies underline a strong commitment to modernizing Japan`s IT infrastructure and leveraging technology to drive economic growth and societal advancement.

Japan It Infrastructure Market Future Outlook

The future outlook for the Japan IT infrastructure market appears promising, with continued growth expected in the coming years. Factors such as increasing digital transformation initiatives across industries, the adoption of cloud computing, and the rise of IoT technologies are driving the demand for advanced IT infrastructure solutions in Japan. Additionally, the government`s focus on promoting innovation and technology development is likely to further boost investments in IT infrastructure. With a strong foundation in technology and a skilled workforce, Japan is well-positioned to lead in areas such as 5G networks, cybersecurity, and data analytics. Overall, the Japan IT infrastructure market is poised for expansion, offering opportunities for both domestic and international technology providers.

Source: Japan IT Infrastructure Market (2025-2031) | Trends, Outlook & Forecast

Asia Pacific IT Device Market Size & Share Analysis - Growth Trends & Forecasts (2025 - 2030)

APAC IT Device Market Analysis

The Asia Pacific IT Device Market is expected to register a CAGR of 1.9% during the forecast period.

• The fastest growth of the IT device market is anticipated to be in the Asia-Pacific region. The growth of IT companies in nations like China, Japan, and India boosted the demand for tech devices like smartphones, tablets, and laptops in Asia-Pacific. In addition, regional demand is anticipated to increase owing to the upswing in the disposable income of people.
• Asia-Pacific holds a significant share in manufacturing IT devices like laptops, desktop computers, and mobile phones. On the back of its excellent technological presence, China has a significant share of manufacturing and exporting IT devices to the rest of the world. Also, it continues to be the major provider of desktop computers in the Asia-Pacific region in terms of value, accounting for around 61% of global exports last year. Notably, from a continental standpoint, USD 217.6 billion, or 82.3%, of all mobile phones exported last year were produced by vendors in Asia.
• The Asia-Pacific region was affected by the interruptions to global supply chains caused by COVID-19 and geopolitical events, which influenced sourcing, logistics, manufacturing, distribution, and aftermarket services. Also, the geopolitical tension between the United States and China has pressurized the region's IT device market.
• However, the Asia-Pacific IT device market continues to benefit greatly from the mobile environment. The growing population impacting the overall mobile subscription rate, vast mobile broadband coverage, and market-leading 5G rollout are anticipated to impact the demand for mobiles during the forecast period.
• Post-covid, the demand for desktop PCs is expected to witness a sharp decline. This is mostly because of the withdrawal of work-from-home restrictions and the gradual opening of companies. However, due to the continuation of hybrid work models in many of the top countries of the Asia Pacific region, there would be a persisting demand for laptops and tablets going forward. Also, the people understood the importance of IT devices during the lockdowns. This new perspective is expected to continue to support the PCs segment (laptops, tablets, and desktop demand) in the long run.

APAC IT Device Market Trends

Robust Demand for Smart Phones

• The smartphone segment of the Asia-Pacific IT device market significantly impacted the economy, contributing 5% of the region's GDP, or USD 770 billion in additional economic value last year. According to the Mobile Economy Asia-Pacific report by GSMA, the number of unique mobile subscriptions in Asia-Pacific is expected to rise from 1.6 billion in the last year to 1.8 billion in 2025. Notably, the mobile penetration rate may increase from 59% to 62% from 2021 to 2025.
• Mobile internet penetration for the region is expected to escalate from 44% in 2021 to 52% in 2025. This growth is attributable to the expected surge in the number of mobile internet users in the region. Furthermore, the GSMA report predicts a significant jump of not less than 200 million new sim connections from 2021 to 2025 in the region. This results in the sim card penetration rate moving from 100% in 2021 to 105% in 2025.
• During the second quarter of 2022, the global smartphone market was dominated by Samsung Electronics, followed by Apple. The other strong players in the market during the period mentioned above are Oppo, Xiaomi, and Vivo. Most of the global smartphone market is held by Asia-Pacific manufacturers. Also, in the future, tech manufacturing organizations in Asia Pacific regions are expected to invest more funds, primarily in business process automation, automated process enforcement, and supply chain planning.
• Customers are choosing smartphones with better technology and improved features in terms of memory, camera capacity, and refresh rates. Notably, owing to the rapid rollout of 5G in countries like China, South Korea Japan, along with the inclusion of cutting-edge innovative technology like IoT and AI in the devices, is constantly pushing the demand for new technology-enabled smartphones. As the technology ecosystem is ever-changing, there will be a consistent demand for newer-generation smartphones in this region.
• According to GSMA, for the Asia Pacific region, the adoption rate of smartphones reached 74% in 2021 and is projected to increase to 84% by 2025. In addition, it is anticipated that 62% of mobile subscribers will be present in the same year. Encouragingly, the smartphone adoption rate for this region is anticipated to be 20% in the period between 2019 to 2025.

China Holds a Substantial Market

• China has the highest population in the world, and the country is one of the topmost technologically developed countries globally. China's rapid technological advancements are leading the demand for innovative IT devices. China leads the pack in many areas, such as artificial intelligence (AI), 5G telecommunication networks, telephone device making, and many others.
• China is now the market leader for IT devices worldwide, ahead of the United States, Japan, and India. For the last year, China had the phone segment's highest revenue. Data from GSMA Intelligence shows that China had 1.63 billion mobile phone connections at the start of this year. The top two smartphone manufacturers in 2Q of this year were Honor and Vivo.
• Although the public sector's activities in China's PC industry are causing turmoil, the robust growth witnessed last year highlights the immensity of the untapped market. China's PC market grew 9% and approximately more than 16 million in 4Q of 2021. During the previous financial year, China saw robust laptop and Notebook shipments. Lenovo is the leading player in the Chinese PC market, followed by HP and Dell.
• Notably, supercomputers have advanced significantly in recent years as processing power is increasingly in demand. Due to the inclusion of 186 Chinese supercomputers on the most current list of the world's Top-500 supercomputers, which accounts for roughly 40% of all those on the list, China is now the No. 1 owner of the fastest supercomputers in the world for the eighth time since November 2017. The Chinese government might use up to ten exascale supercomputers by 2025.
• Furthermore, it is anticipated that 5G will gradually alter how people currently use their phones. 5G has also emerged as a prominent participant in the smartphone sector. Across the country, the demand and shipments of 5G-capable smartphones have drastically increased during the last few quarters.
• According to GSMA, 5G connections in China are anticipated to reach 460 million by 2025, making up 28% of all national connections. The size of the Chinese market was anticipated to surpass the combined size of commercial 5G services in South Korea, the United States, Australia, and the United Kingdom, with a predicted average annual growth rate of 63%.

APAC IT Device Industry Overview

The Asia Pacific IT Device market is highly fragmented as it currently consists of many players. Several key players in the market are in constant efforts to bring advancements. A few prominent companies are entering into collaborations and expanding their global footprints in developing regions to consolidate their positions in the market. The major players in this market include Dell Inc., Lenovo Group Limited, Apple Inc., Samsung Electronics Co. Ltd, and Microsoft Corporation.

• In September 2022, Apple confirmed that it had started producing the iPhone 14 in India weeks before schedule. The Indian government is eager to position India as a genuine rival to China regarding technology and industrial capacity.
• In August 2022, Lenovo announced that it is partnering with multiple organizations across the Asia Pacific to equip young people with tech skills for the future. Beneficiary companies include the TNS India Foundation (TNSIF), Waffle in Japan, Code Like A Girl in Australia and New Zealand, and Solve Education! in markets throughout ASEAN, including Indonesia, Malaysia, the Philippines, Hong Kong, and Singapore.

APAC IT Device Market News

• July 2022: Samsung Electronics, the leading telephone brand in the world, announced the launch of Samsung Newsroom Singapore. The Samsung Newsroom in Southeast Asia, located in Singapore, would offer various information, including press releases, live broadcasts of local and international Samsung events, and high-quality photos and videos.
• June 2022: Huawei introduced new technologies that Would transform AI, 5G, and user experience. The recognized innovations include a game-changing "optical iris" that would act as an optical fiber identifier and an adder neural network that drastically decreases power consumption and circuit size. It is intended to aid carriers in managing the resources on their networks, reducing the time and expense involved in the broadband rollout.

Source: https://www.mordorintelligence.com/industry-reports/asia-pacific-it-device-market

ACQ_REF: CS/18114/20250806/90042/JPN/24/288

ACQ_AUTHOR: Associate/Anne Ching