ENTITY
Tsi Holdings

Tsi Holdings (3608 JP)

30
Analysis
Consumer DiscretionaryJapan
TSI Holdings Company Ltd. manufactures men's and women's clothing, and retails women's clothing. The Company produces and sells coats, dresses, suits, sweaters, shirts, skirts, and pants.
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bullishTsi Holdings
20 Apr 2022 01:23

TSI Holdings (3608) - That Old Gem - Lots of Visible Cash, and Lots More Invisible Cash

TSI Holdings is a long-time value name. It has a bigger portfolio, still has low ROE high CF, and LOTS of financial assets. At 0.03x EV/rev +...

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bullishOnward Holdings
16 Nov 2023 10:00

Onward on the March: More Profit from Japanese Apparel Firms

​Japan's apparel industry is experiencing a revival, driven by direct sales through e-commerce and stores, with Onward Holdings leading the way...

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14 Nov 2023 08:00

Japan's Fashion Sector 2023: Recovery Complete for Some as the Sector Looks Forward

​Apparel sector's recovery in 2022 was uneven. Tourism and domestic demand are expected to boost 2023-24 sales, but pricing pressure is widening...

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bullishTsi Holdings
15 Oct 2023 14:06

TSI Holdings (3608) - Yet Another Big Buyback; Still Good, Still Cheap, Now W/ Engagement Investors

​Tsi Holdings (3608 JP) is +140% in 18mos. It's still cheap at <0.5x book and 80+% of market cap is non-operating net financial assets. H1 earnings...

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bullishOnward Holdings
14 Jun 2023 09:47

Big Apparel Revival: Onward up Again, Sanyo Finally Makes a Profit

Japanese are buying clothing again which should boost even the major apparel firms but some are performing better than others, notably Onward and...

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