SF Holding HKEx Listing: Peer Comparison and Valuation
SF Holding seeks to raise HK$6.2bn (US$795m) through its Hong Kong listing. Our valuation analysis suggests that the offering is attractive at the...
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2025 High Conviction: Freee KK – Becoming Free From Losses; Significant Upside
Freee has proved that its business model is solid vs Money Forward by beginning to make profits without compromising on growth. freee's shares are...
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Freee 1Q: Turns Profitable Sooner Than We Expected
The key highlight of freee's 1Q results was the first-ever Adj. operating profits for the company, earlier than we expected. The Corporate Paying...
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Recruit Holdings: Another Quarter of Strong Earnings Despite Labour Markets Trending Downwards
Recruit's 2Q earnings beat expectations and raised full-year guidance. Global labor market trends downwards, however, Recruit's monetisation...
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MHI (7011): Trump 2.0 a Net Positive
Trump's return forces Japan to look out for number one - good for MHI, Japan's top defense contractor. Orders guidance has been raised slightly....
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