Japan Weekly | Deals and Activism Drive Stocks
Japanese stock market had a lacklustre week, with Nikkei 225 closing lower. Kadokawa's stock surged 42% on Sony acquisition talks, while Tokyo Gas...
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[Atour (ATAT US, BUY, TP US$37) Review]: Small Differences Here & There but Overall Case Intact
Atour beats revenue estimates and shows strong cost controls, expecting RevPAR growth in 2025. Maintains top buy rating with TP at US$37/ADS.
Acusensus Ltd - Scale Building; Growth Accelerates Through FY25
ACE held its AGM and released a trading update highlighting ongoing momentum in business performance with the company is tracking ahead of market...
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Civmec (CVL) - Key Strategic Locations – Initiation
We initiate on Civmec with a BUY call and a $1.55 valuation. Civmec has grown to become a large business with key strategic assets anchoring growth.
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Civmec (CVL) - Award Delays to Impact 2H
Delays in awards this half are expected to impact activity levels in 2H25 and we have pulled back our FY25 EBITDA forecast by 4% as a result.
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