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INSIGHT PROVIDER
Rising
Michael Allen
Japanese Turnaround Situations, Short-Ideas
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Azabu Research
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Location:
Japan
Joined:
11 April 2024
7
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3.1k
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Japan
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Lasertec Corp
•
06 Jun 2024 09:42
Lasertec (6920): Some of the Accusations Are Disgraceful, Some Not
Lasertec's shares plummeted 8% after a report accused management of fraud. In our view, the short-seller's report was inundated with inaccuracies...
Michael Allen
951 Views
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bullish
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Sumitomo Chemical
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12 May 2024 16:22
Sumitomo Chemical (4005): To Believe Or Not To Believe, That Is the Question
When Sumitomo Chemical announced a JPY200bn increase in impairment losses, the market was already discounting twice that much. More positive...
Michael Allen
426 Views
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bearish
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TORIDOLL Holdings Corporation
•
05 May 2024 21:08
Toridoll (3397): Restaurant Chain on a Ledge
Stock trades at 3x the market PBR despite consistently average RoE. Even the slightest disappointment could send the stock tumbling, and now, macro...
Michael Allen
328 Views
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bullish
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Sumitomo Chemical
•
30 Apr 2024 19:55
Sumitomo Chemical (4005): Up Is Down
Sumitomo's share price dropped 5% on new guidance that was 40% higher than consensus. That's exactly as crazy as it sounds.
Michael Allen
354 Views
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bearish
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Shin Etsu Chemical
•
30 Apr 2024 18:24
Shin-Etsu (4063) - Too High, Too Fast
Company posted 5th consecutive earnings miss, but the stock has outperformed Topix by 22% in the past year. Hope does not spring eternal. Consensus...
Michael Allen
280 Views
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