Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Highest real rates in EM indicate portfolio inflows and further yuan strength. Reduced mobility...
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Roland Returns at Cheaper Multiples: Not Going to Sing Well With Yamaha
Yamaha’s biggest competitor, Roland, is scheduled to make a return to the first section of Tokyo Stock Exchange on 16th December 2020. Roland is...
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Roland IPO: Valuation
We would avoid the Roland IPO on long term fundamentals. However, Roland is an excellent hedge for a short position in Yamaha, whose valuation...
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Roland IPO Valuation: Cyclicality Unaccounted For
Roland is an iconic brand name that holds a leading position in the musical equipment industry, and the company’s return to the TSE after a six...
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Roland Corporation IPO: More In Tune Than Yamaha Lately
In this follow up report on Roland Corp (7944 JP) we dissect Roland’s resurgence following the MBO in 2014. Furthermore, we compare Roland’s pre...
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