Pharma Foods International (2929 JP): 1Q Loss from Up-Front Advertising Expenses
Share price down on 1Q losses from temporary surge in advertising. Gross margin steady at 80%. Return to profitability expected in 2H. Long-term...
127 Views
Hamamatsu Photonics (6965 JP): The Opportunity in Lasers
Semiconductor, medical, quantum and defense-related demand are turning the Laser segment into a new growth driver. By the end of the decade, it...
265 Views
Rohm (6963 JP): Renewed Growth, Conservative Guidance & Reasonable Valuation
Rohm has pulled itself out of the red and appears to be low-balling 2H guidance. Power device sales for auto, industrial and data center use are...
351 Views
IHI (7013 JP): Orders and Profits Headed Up, Share Price Down
Down 15% in the recent market sell-off, IHI is again an attractive play on Japan's rising defense spending and the company's own restructuring....
260 Views
CyberAgent: Overblown Market Response to Overly Conservative Guidance
Despite reporting a strong set of results that beat consensus and guidance, CyberAgent's share price is down 15% as market reacted to its...
277 Views