ENVALITH, a Next-Generation Stock Research Platform, Initiates Research Coverage of "True Data," a Company with a 60 Million Consumer Purchase Data Foundation, Expanding Retail and Food Markets Through Capital and Business Alliance with Itochu
ENVALITH, a next-generation stock research platform, has initiated research coverage of True Data, a big data company with a 60 million consumer purchase data foundation. This move aims to communicate True Data's corporate value to global investors in Japanese, English, and Chinese, thereby contributing to the revitalization of Japan's capital market.
📋 Article Processing Timeline
- 📰 Published: May 14, 2026 at 01:11
- 🔍 Collected: May 13, 2026 at 16:32
- 🤖 AI Analyzed: May 13, 2026 at 17:24 (52 min after Collected)
ENVALITH Inc. (Headquarters: Shibuya-ku, Tokyo; Representative Director and President: Koichi Kawai; hereinafter "the Company"), which operates a next-generation stock research platform, is pleased to announce the initiation of research coverage of True Data Inc. (Headquarters: Minato-ku, Tokyo; Representative Director and President: Hiroyuki Yonekura; Securities Code: 4416; hereinafter "True Data"). To mark the start of coverage, a full-year FY2026 March earnings preview report was distributed today.
Click here for the earnings preview
Next-generation Stock Research "ENVALITH"
ENVALITH is a next-generation stock research platform that delivers the corporate value of listed companies to domestic and international institutional and individual investors in Japanese, English, and Chinese.
Breaking News Reports Immediately After Earnings Announcements: We conduct multi-faceted analysis immediately after earnings announcements and investor briefings, and disseminate objective and neutral research and analysis from our independent perspective to the world in Japanese, English, and Chinese.
Global and Direct Distribution Network: We provide multi-faceted distribution, covering global financial terminals such as Bloomberg, FactSet, Factiva, and AlphaSense for global institutions, and Kabutan, IFIS, QUICK, and SNS domestically.
https://www.envalith.com
Comment from Koichi Kawai, Representative Director and President, Head of Global Investment Research Division
We are very pleased to initiate research coverage of True Data. The company is Japan's largest big data platform company, providing marketing SaaS for consumer goods manufacturers and retailers, based on ID-POS data from 60 million people, worth 5.5 trillion yen annually.
For the fiscal year ending March 2026, while maintaining revenue growth in the third quarter, the full-year earnings forecast was revised downwards in February to 1.83 billion yen in revenue and 0.06 billion yen in operating profit. On the other hand, True Data is building a growth foundation towards its new mid-term management plan (FY2029 March: over 3 billion yen in revenue) by establishing a wholesale network in three areas—food, healthcare, and daily necessities/cosmetics—through a capital and business alliance with Itochu Corporation, collaboration with Alfresa Healthcare, and a strategic business alliance with Arata. It has also launched a CVC business specializing in purchase data x AI.
In this fiscal year's financial results, we will conduct a multi-faceted analysis from an analyst's perspective on the achievement of the revised plan and the progress of the first year of the new mid-term plan. ENVALITH will contribute to the revitalization of Japan's capital market by communicating the appeal of companies like True Data, which build unique positions with data-driven growth models, to global investors in Japanese, English, and Chinese.
Contact Information for this Matter
Company Name
ENVALITH Inc.
Location
Cross Sea Shibuya Shinsen Building, 2-20 Shinsen, Shibuya-ku, Tokyo
Established
November 2025
Representative
Koichi Kawai, Representative Director and President, Head of Global Investment Research Division
Business Activities
Provision of next-generation stock research, IR support for companies
URL
https://www.envalith.com
X
https://x.com/envalith
E-mail
contact@envalith.com
Click here for the earnings preview
Next-generation Stock Research "ENVALITH"
ENVALITH is a next-generation stock research platform that delivers the corporate value of listed companies to domestic and international institutional and individual investors in Japanese, English, and Chinese.
Breaking News Reports Immediately After Earnings Announcements: We conduct multi-faceted analysis immediately after earnings announcements and investor briefings, and disseminate objective and neutral research and analysis from our independent perspective to the world in Japanese, English, and Chinese.
Global and Direct Distribution Network: We provide multi-faceted distribution, covering global financial terminals such as Bloomberg, FactSet, Factiva, and AlphaSense for global institutions, and Kabutan, IFIS, QUICK, and SNS domestically.
https://www.envalith.com
Comment from Koichi Kawai, Representative Director and President, Head of Global Investment Research Division
We are very pleased to initiate research coverage of True Data. The company is Japan's largest big data platform company, providing marketing SaaS for consumer goods manufacturers and retailers, based on ID-POS data from 60 million people, worth 5.5 trillion yen annually.
For the fiscal year ending March 2026, while maintaining revenue growth in the third quarter, the full-year earnings forecast was revised downwards in February to 1.83 billion yen in revenue and 0.06 billion yen in operating profit. On the other hand, True Data is building a growth foundation towards its new mid-term management plan (FY2029 March: over 3 billion yen in revenue) by establishing a wholesale network in three areas—food, healthcare, and daily necessities/cosmetics—through a capital and business alliance with Itochu Corporation, collaboration with Alfresa Healthcare, and a strategic business alliance with Arata. It has also launched a CVC business specializing in purchase data x AI.
In this fiscal year's financial results, we will conduct a multi-faceted analysis from an analyst's perspective on the achievement of the revised plan and the progress of the first year of the new mid-term plan. ENVALITH will contribute to the revitalization of Japan's capital market by communicating the appeal of companies like True Data, which build unique positions with data-driven growth models, to global investors in Japanese, English, and Chinese.
Contact Information for this Matter
Company Name
ENVALITH Inc.
Location
Cross Sea Shibuya Shinsen Building, 2-20 Shinsen, Shibuya-ku, Tokyo
Established
November 2025
Representative
Koichi Kawai, Representative Director and President, Head of Global Investment Research Division
Business Activities
Provision of next-generation stock research, IR support for companies
URL
https://www.envalith.com
X
https://x.com/envalith
contact@envalith.com