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Adastria: Packed the Wrong Clothes for the Journey

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<p>In our earlier report, <a href="https://www.smartkarma.com/insights/adastria-packed-the-wrong-clothes-for-the-journey" target="_blank" data-smartkarma-citation="insights:21106">Adastria: Packed the Wrong Clothes for the Journey</a>, we highlighted a number of underlying risks the company is facing and the lack of a strong impetus from management to turnaround performance. While we had taken a bearish stance on the stock, we did expect some upside risk in the short term. The stock did gain 3-4% in the ensuing days but disappointing 1QFY19 results published last Friday sent the stock down nearly 14% by close on Monday. Though we have already…</p>

In our earlier report, Adastria: Packed the Wrong Clothes for the Journey, we highlighted a number of underlying risks the company is facing and the lack of a strong impetus from management to turnaround performance. While we had taken a bearish stance on the stock, we did expect some upside risk in the short term. The stock did gain 3-4% in the ensuing days but disappointing 1QFY19 results published last Friday sent the stock down nearly 14% by close on Monday. Though we have already…

Pan Pacific International Holdings (7532 JP)

Adastria Falters in Normally Strong 1Q; Turnaround Efforts Continue with Closure of Overseas Stores

Adastria Co Ltd

Adastria Falters in Normally Strong 1Q; Turnaround Efforts Continue with Closure of Overseas Stores