Shimano (7309): Bumpy Part 2 - Channel Checks
Europe sales do not show any sign that it will have an extremely positive catalyst either. Accell’s revenue growth rate, if anything, is not that...
385 Views
Shimano (7309 JP) | EU Tax Cuts Keep Cycle Boom Rolling
EU regulation will drive huge growth in the bike market over the next several years and Shimano is uniquely positioned to benefit.
308 Views
Shimano (7309): Bumpy
China lockdown also impacts Shimano negatively. When PE has dropped more than the share price it is followed by a sideways movement of the share...
476 Views
Merida (9914 TT, BUY, NTD290.00)
Full orders with high demand for e-bikes; upgrade to BUY. Merida posted FY21 revenue of NTD29.404bn (+8.61% YoY). FY21 EPS is estimated at...
179 Views
Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
790 Views