What smart money is saying about Broadmedia
4347.T
No fund has written a full thesis on Broadmedia in our archive, but 3 fund letters report a position in it — most recently AVI Japanese Special Situations in September 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Every position in Broadmedia on record in the archive was reported in Q3 2026, across 3 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 1 | 0 | 0 |
Fund activity · 3 positions · 1 move
- September 2026
“Broadmedia (4347) — Strong share price momentum Broadmedia was one of the large contributors over the month, adding +27bps to performance as its shares returned +18.4%. Broadmedia operates a diversified portfolio of businesses across education, technology and media-related services. Its key businesses include online high schools, cybersecurity and content delivery services, digital transformation support, studio and production services, and other digital media-related activities. The company has continued to reshape its business portfolio, including the sale of the broadcasting business, while focusing resources on higher-growth and more profitable areas such as Education and Technology segments. In the first quarter, announced in July 2026, revenue declined by 10.8% year-on-year, largely reflecting the impact of the disposal, while operating profit increased by 7.3% and net profit attributable to owners of the parent rose by 59.4%. The Education segment remained a key earnings contributor, while losses in Studio & Production narrowed. The shares performed strongly during September despite no major company-specific IR announcement during the month. Added to the portfolio in April 2024, the company accounted for 1.6% of AJSS’s NAV at month-end.”
Broadmedia - September 2026
“Broadmedia (4347) — Strong share price momentum Broadmedia was the largest contributor over the month, adding +93bps to performance as its shares returned +18.4%. Broadmedia operates a diversified portfolio of businesses across education, technology and media-related services. Its key businesses include online high schools, cybersecurity and content delivery services, digital transformation support, studio and production services, and other digital media-related activities. The company has continued to reshape its business portfolio, including the sale of the broadcasting business, while focusing resources on higher-growth and more profitable areas such as Education and Technology segments. In the first quarter, announced in July 2026, revenue declined by 10.8% year-on-year, largely reflecting the impact of the disposal, while operating profit increased by 7.3% and net profit attributable to owners of the parent rose by 59.4%. The Education segment remained a key earnings contributor, while losses in Studio & Production narrowed. The shares performed strongly during September despite no major company-specific IR announcement during the month. Added to the portfolio in April 2024, the company accounted for 5.6% of AJOT’s NAV at month-end. The investment has so far generated an ROI of +9% and an IRR of +7% in JPY.”
Broadmedia - August 2026
Listed in AVI Japanese Special Situations’s reported holdings.
Broadmedia
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