Dowa: Metal Processing, Zinc and Heat Treatment Power This Sub-10x Stock
Dowa Holdings reported 3Q OP of JPY8.6bn, up 33.6% QoQ, 17.2% YoY and 5.1% below consensus. The result was reasonable and the company should be...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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Mitsubishi Materials Latest to Suffer Quality Scandal, Can Dowa Holdings Benefit?
Mitsubishi Materials Corp (5711 JP) announced on Thu 23 Nov that two subsidiaries had falsified data on products involving over 250 customers in...
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Dowa Holdings: 2Q Results In-Line but Silver Powder Recovery, Zinc and Indium Prices Are Positive
Dowa Holdings Co Ltd (5714 JP) reported 2Q results of JPY108.2bn revenue (consensus JPY111.6bn), JPY6.4bn OP (consensus JPY7.4bn), current profit...
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Dowa Visit: Accelerating Silver Powder Growth, Higher Metal Prices Should Lift PE to Double Digits
We visited Dowa Holdings to find conditions relatively steady or strong across most segments with just the Heat Treatment segment seeing some...
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