Intloop (9556 Jp) - Solid Start to the Year
We believe management’s core growth strategy remains consistent and well-positioned to deliver sustainable growth, with a positive demand...
223 Views
Restar (3156 JP) - Accelerating Growth Through M&A and High-Value-Added Services
After conducting a business reorganization and accelerating M&A activity, Restar has embarked on a high-impact medium-term management plan.
305 Views
Macbee Planet (7095 JP) - A Year of Contraction, Followed by a Recovery
We believe the key read-across from Q1-2 FY4/26 results is that the company faces two key challenges: 1) changes in both business and marketing...
302 Views
GSI Creos (8101 JP) - Weaving a Future of Sustainable Growth
We estimate the company will sustain double-digit earnings growth over the medium term, driven by portfolio transformation that enhances both...
295 Views
Toyobo (3101 JP) - Improving Visibility on the Recovery
Free cash flow turned positive, supported by stronger operating cash flow and capex returning to more normal levels after a period of heavy...
187 Views