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TickerTalks›$LFS
LFLFS

LEIFRAS Co., Ltd. American Depositary Shares

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$LFS·$58M·Education & Training Services·Consumer Defensive
$2.11-0.9%YTD-12.4%1Y-31.5%
Mentions · last 7 days
2026-07-10: 12 posts2026-07-11: 1 posts2026-07-12: 2 posts2026-07-13: 18 posts2026-07-14: 12 posts2026-07-15: 30 posts2026-07-16: 21 posts96+26%
Price updated 4m ago·X counts updated 20h ago
LFLFS
$LFSLEIFRAS Co., Ltd. American Depositary Shares
$2.11-0.94%96 posts+26%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $LFS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

LEIFRAS Japan-based education services — 769% cost-to-borrow with acquisition PR completion pending.

LEIFRAS Co., Ltd. is a Japan-based education-services company — the specific business runs sports and educational-support activities for schools and communities in Kagawa Prefecture, Fujisawa City, and other Japanese regions. The stock has been volatile with an extremely high cost-to-borrow.

  • Revenue growth is nominal at 143% YoY in the most recent period — the top line has been highly variable but positive; the equity value is small-cap Japanese specific.
  • Trades at 8x TTM earnings, 0.4x sales, and a 10.1% FCF yield — genuinely reasonable multiples for a Japanese small-cap; the FCF conversion is the anchor.
  • Multiple recent Japanese partnerships announced — July 6 Ando Juku Comprehensive Cooperation Agreement, July 10 Fujisawa City school club activity support, July 13 HR Produce strategic alliance, July 15 Kagawa Prefecture appointment — real business-development cadence.
  • The 769% cost-to-borrow with 12.3M float captures a specific squeeze setup; the community anticipates an acquisition PR completion soon.
  • Zero insider transactions in the last 60 days — clean absence of distributing signal at the current levels; the setup depends on specific news catalysts.

Next quarterly earnings will be the specific reset moment; the acquisition PR completion is the immediate catalyst that community members anticipate. Another quarter of minimal news is where the squeeze setup dissipates. Small-cap Japanese education-services with real business-development cadence and real squeeze-setup dynamics — the setup is binary and depends on the anticipated M&A news.

Agrees with X sentimentThe bullish X take on LEIFRAS's 769% cost-to-borrow, the 12.3M float, and the anticipated acquisition PR completion is analytically fair on the specific squeeze setup. The Japan-partnered comprehensive partnership agreement with Ando Juku captures the business-development narrative.

What to watch: Anticipated acquisition PR completion — a clean acquisition announcement is where the squeeze setup delivers. Another quarter of minimal news is where the squeeze setup dissipates.

position missingnext earnings missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-07-07

Leadfusion has an acquisition PR completion catalyst expected today or tomorrow, with an extremely high 769%+ cost-to-borrow, a 12.3M float, and a solid Japan-partnered comprehensive partnership agreement with Ando Juku to build regional educational infrastructure. Traders anticipate a squeeze into the news.

Read the AI verdict + X sentiment for $LFS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates children's sports schools and organizes sports events in Japan; corporate sports education and community health services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Education & Training Services sits in its cycle right now — and what that implies for $LFS.

Education & Training Services · Consumer Defensive

No material change from last week — LFS's municipal contract wins in Japan expand children's sports school coverage independently of STG's Chinese online diploma prep regulatory normalization and..

What this means for $LFS

Neutral — Operates children's sports schools and organizes sports events in Japan; corporate sports education and community health services; the municipal contract expansion and children education program demand does not materially affect this business's near-term earnings.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+10.4%YTD
+6.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
35.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
77.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
29.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$6.4B+142.9%32.4%9.0%$15.69$155.7M
Q3 FY25$3.1B+9733.7%31.6%9.4%$6.61$12.6M
Q2 FY25$5.3B+15266.3%26.2%1.2%$2.00$261.9M
Q4 FY24$37.1M+17.8%29.6%8.8%$0.10$2.7M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 6.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 203
AI summary

LiquidFidelity Securities / LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Mizutani, who holds no shares. This is one of several LFS Form 3 filings for Japanese directors appointed around the same period, reflecting a board reconstitution or international director appointments. No derivative securities were reported. The zero-share position is typical for newly appointed directors prior to equity grants.

3New insider — initial holdingsApr 173
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Nagatomi, who holds no shares. This is part of the batch of LFS Form 3 filings for Japanese directors appointed around the same period. No derivative securities were reported. The zero-share position is common for newly appointed directors prior to receiving any equity compensation.

3New insider — initial holdingsApr 173
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for Yamamoto, who holds both a Director role and CFO designation, with no shares of common stock reported. This is part of the batch of LFS Form 3 filings for Japanese executives. The dual role of Director and CFO makes this a significant officer whose initial ownership baseline is zero shares. No derivative securities were reported.

3New insider — initial holdingsApr 103
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Maita, who holds no shares of common stock. This is part of the batch of LFS Form 3 filings for Japanese directors appointed around the same period. The zero-share position is typical for newly appointed directors prior to equity compensation grants. No derivative securities were reported.

3New insider — initial holdingsApr 103
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Kon, who directly holds 9,709 shares of common stock. This is part of the batch of LFS Form 3 filings for Japanese directors. Unlike most directors in this batch who reported zero shares, Kon holds a meaningful initial equity position. No derivative securities were reported.

3New insider — initial holdingsApr 103
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Ishikawa, who holds no shares of common stock. This is part of the LFS batch of Form 3 filings for Japanese directors. The zero-share position is standard for newly appointed independent directors who have not yet received equity grants. No derivative securities were reported.

3New insider — initial holdingsApr 103
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Kawaharada, who holds 57,094 shares directly and an additional 40,000 shares indirectly through Rubicon, totaling 97,094 shares. The indirect holding through Rubicon suggests a corporate or investment entity relationship. This is one of the larger combined ownership positions among the LFS director batch filings. No derivative securities were reported.

3New insider — initial holdingsApr 103
AI summary

LFS (LFS) filed a Form 3 initial statement of beneficial ownership for newly appointed director Yazawa, who directly holds 68,547 shares of common stock. This is the largest initial individual share position among the batch of LFS Japanese director filings. The substantial holding suggests Yazawa may be an insider, founder-affiliated, or senior manager with prior equity accumulation. No derivative securities were reported.

+ 21 other (12 6-Ks · 7 3s · 1 20-F · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

LEIFRAS Co., Ltd. Appointed as Comprehensive General Coordinator for Kagawa Prefecture's Transition to Community-Based School Club Activitiesprnewswire.com·2d agoLEIFRAS Co., Ltd. Forms Strategic Alliance with HR Produce, Leveraging Its Network of Over 10,000 Preschools to Accelerate Expansion into Japan's Preschool Marketprnewswire.com·4d agoLEIFRAS Co., Ltd. Commences School Club Activity Support Operations in Fujisawa City, Kanagawa Prefectureprnewswire.com·7d agoLEIFRAS Co., Ltd. Enters Comprehensive Cooperation Agreement with Private Tutoring Provider Ando Jukuprnewswire.com·11d agoLEIFRAS Co., Ltd. Hosts Official Closing Ceremony with SWIFT JAPAN Co., Ltd.prnewswire.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $LFS on X in the last 7 days.

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