ENTITY
Yamaha Corp

Yamaha Corp (7951 JP)

82
Analysis
Consumer DiscretionaryJapan
YAMAHA CORPORATION mainly manufactures musical instruments, audio equipment, and golf equipment. The Company also produces information & communication equipment and semiconductors. Yamaha operates recreation business. The Company has many overseas subsidiaries.
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bearishYamaha Corp
11 Dec 2020 16:59

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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bearishRoland Corp
10 Dec 2020 00:46

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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bearishRoland Corp
02 Dec 2020 09:07

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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bullishRoland Corp
23 Nov 2020 10:16

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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04 Nov 2020 06:00

🇯🇵 JAPAN • Results & Revisions 11/​​​​​​​​​​​​​​​​​​​​​02 - Hirose, Yamaha, CTC & NTT Data, ORIX

• BEST & WORST • Monday's best and worst pairing is connector specialist Hirose Electric (6806 JP) and finance conglomerate Orix (8591 JP).

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