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Azabu Research
Independent Research and Consulting Firm
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Location:
Japan
22
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Equity Bottom-Up
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Recent
bullish
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Nextage Co Ltd
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05 Dec 2024 10:03
NextAge (3186): Here We Go Again?
NextAge's stock price dropped 8% with no apparent news, but later the Nikkei reported that the Financial Services Agency raided their office for...
Michael Allen
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316 Views
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bullish
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Seven & I Holdings
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28 Nov 2024 22:00
Seven&I (3382): Who Will Be the Greater Fool?
7&I traded at a low valuation for years, but now that it's higher, analysts claim it's still undervalued - this is the stock market equivalent of...
Michael Allen
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516 Views
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bullish
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Kikkoman Corp
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11 Nov 2024 15:04
Unloved Japan: Cheap & Tariff-Proof
New strategy TARP focuses on investing in stocks with little to no exposure to the US, highlighting companies like Kotobuki, Kikkoman, and Orix...
Michael Allen
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277 Views
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bullish
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Yamada Denki
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07 Nov 2024 14:56
Yamada Denki (9831): What Hasn't Killed Them Made Them Stronger
Yamada's potential for 18% EBIT growth could lead to a fair value of ¥1,029, 160% higher than current price, with ROE expected to rise to almost 10%.
Michael Allen
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209 Views
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bullish
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Panasonic Corp
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05 Nov 2024 07:12
Panasonic (6752): Blows Past Consensus
Panasonic outperforms in Q2, trading at 60% of book value; Jtekt misses but raises dividend; Aisin misses slightly, price/book value falls to...
Michael Allen
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490 Views
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