Screen Holdings (7735 JP): 25%+ Upside Potential
FY Mar-25 guidance been raised and growth to continue in FY Mar-26 with capex up at TSMC and strong sales in China. Die shrinks driving demand for...
490 Views
SCREEN: Moderate ~teens Growth Outlook but the Stock Is Cheap
China impact on Dec-24, weaker Mar-25, FY26 growth from TSMC/HBM. Accounting concerns resolved, stock appreciating. Low valuations at 11x FY26...
400 Views
JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
535 Views
Screen Holdings (7735 JP): Bad News in the Price, Guidance Raised
First the share price bottomed out, then management raised guidance. Rising orders point to further growth next year, driven by AI, with...
226 Views
Screen Holdings (7735): Share Price Straight Up, Financials Not so Simple
Screen's share price has risen 2.3x since October, discounting plausible growth scenarios. Efficiency gains are impressive, but inventory is at a...
427 Views