New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......
We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I...
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Dowa Holdings: Lull in Share Price Performance Likely but We Expect Strong FY2018 on Zinc Price/JPY
We visited the company and came away believing that results for this year should be reasonably strong, but that a lack of visibility into next FY...
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Dowa Holdings 3Q Results Mixed. Outlook Strong Given One-Offs
Dowa Holdings Co Ltd (5714 JP) reported 3Q results after the Tokyo close with strong results in its Metal Processing segment in particular - a...
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Dowa Holdings 1H Estimates Revised Up 17.4%. Our Attached Segmental Model Suggests Further Upside.
On Fri Oct 14 Dowa Holdings revised up its 1H OP estimate by 17.4%, to JPY13.5bn.We believe this momentum is positive and note that while a strong...
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Deconstructing Dowa Holdings: Deepening Analysis Using Regressions and Unlisted Company Financials
We examine the effectiveness of using statistical regressions and unlisted company financial information to fill in pieces of the analytical puzzle...
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